Today we have Mr. Ramesh Kumar from New Delhi
He’s been a partner with us since the past 4 years, and he’s achieved an AUM of 10 crore.
Mr. Atul K. Naval discusses his transition from banking to achieving a 10 crore AUM, emphasizing client relationships and support from the Nivesh platform.
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The Central Government’s social security program is called the National Pension Scheme (NPS).
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Benefits of Nivesh
Nivesh collaborates with independent distributors to give end users the best of both worlds: cutting edge technology combined with a personal touch. The distributor can go digital without incurring any costs or overhead in order to expand their client base and reach while also giving their customers a better investing experience. Distributors who work with retired bank managers, chartered accountants, or distributors of other financial goods, such as insurance, can begin offering mutual funds with no initial investment. Distributors partnering with Nivesh Gain Multiple Advantages:
- Assisting clients in defining their financial objectives
- Choosing suitable products (MF, Corporate FD, NPS, P2P) for clients
- Effortless paperless transactions, including KYC processes
- Convenient on-the-go transactions and reporting
- Access to a comprehensive range of products and schemes
- Support for content and social marketing
- Regular alerts and notifications to keep clients informed.
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