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PRUDENT PARTNERS’ DESK
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This is a advanced technological platform with all the value added reports and services
to give better service to your client. (here we can give brief idea about the reports
currently provided on the partner desk)
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PRUDENT PRIORITY ACCOUNT FOR CLIENTS |
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This is the unique product with attractive features for the clients of partner.
With the use of this partner will be able to differentiate himself from the other
fellow advisor. Partner will have more scope to charge client with the help of this
priority account service which will create an opportunity for partners to compensate
against upfront earning.
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FEE PROCCESSING FOR PREFFERED PARTNERS |
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Prudent cas ltd. Shall offer the fees proccessing through ecs/auto debit facilty
for the accout of the clinet on periodic basis. Partner will have a flexibility
to define fees for their clients. Automated bill shall be generated for each client
for the said period.
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COMPLETE FINANCIAL PLANNING MODULE |
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To be able to survive in the newer regime and to face the competetion of big institutional
players, advisor need to transforme himself from mf adviosr to complete professional
financial adviosr. Being a professional financial planner you will have to offer
need/goal based solution to clients rather than just products. It real life for
most of advisor it is easier said than done due to lack of skill or tools to do
the same. |
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To fill this gap in advisory we will extent our online total need based fiancial
planning module to prudent preffered partners who really believe in advice based
sales.
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OPPORTUNITY TO OFFER BEYOND FEW INVESTMENT PRODUCTS
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- Mutual Fund
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Life Insurance
- General Insurance
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Fixed Income Product
- Third Party PMS
- Financial Planning
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Broking
- Real Estate
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CHALLENGES RESOLVED WITH PREFFERED PARTNER DESK |
- To create customer loyaly
- Increase wallet share by offering other
products with the help of financial planning module.
- Free fom the hassel of “two cheques”
- To meet the exponentially increasing demand of clients with the help
of round the clock technological support.
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To stand out of the crowd of normal agents and even to successfully with stand institutional
competetiors with big pockets like banks who can spent a lot on technology and other
qualitative aspect.
- Coming out as
a winner in the industry which is facing more challenges than ever before.
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