Market Insight Issue January 2024.pdf
2.7 MB
Market Insights - Jan 24
In this Issue:
- 2023 Ends With Good Hope
- Influencers For Indian Markets: 2024
- 2024 Sectors to Watch
- Performance Snapshot
In this Issue:
- 2023 Ends With Good Hope
- Influencers For Indian Markets: 2024
- 2024 Sectors to Watch
- Performance Snapshot
Wealth Magic_ReleaseNote_Jan_2024.pdf
157.4 KB
New Release Update Jan 2024
Live Webinar on 15th March 2024 at 4.30 pm
Explore P2P Lending: An Alternative Option
Key Highlights:
- Understanding P2P Lending (LenDen Club)
- Benefits for you and your clients
- Product Features and Performance
- How to get started
Register using the below link:
https://bit.ly/3V5HQ38
Explore P2P Lending: An Alternative Option
Key Highlights:
- Understanding P2P Lending (LenDen Club)
- Benefits for you and your clients
- Product Features and Performance
- How to get started
Register using the below link:
https://bit.ly/3V5HQ38
Webinar on 5th April 2024 at 4pm.
CRM - Report
• Portfolio Presentations
• Consolidated
• Mutual Fund
• Life Insurance
• General Insurance
• Stocks
Report
• Follow Up Reports
• Backoffice Reports
Use the below link for joining webinar:
https://bit.ly/4ahl7Ws
CRM - Report
• Portfolio Presentations
• Consolidated
• Mutual Fund
• Life Insurance
• General Insurance
• Stocks
Report
• Follow Up Reports
• Backoffice Reports
Use the below link for joining webinar:
https://bit.ly/4ahl7Ws
Microsoft Teams
Join conversation
MyWealth Social Presence.pdf
564.4 KB
MyWealth Social Media Presence-This new initiative will help you to increase your digital presence and acquire new clients.
Training Session on 11th July 2024 at 4 pm. Please use below link to register:-
https://events.teams.microsoft.com/event/c8ff64de-f976-45eb-b50a-9eb2bc7b15ab@87bbf98d-92f1-4aae-9bed-8f69f9a97f93
https://events.teams.microsoft.com/event/c8ff64de-f976-45eb-b50a-9eb2bc7b15ab@87bbf98d-92f1-4aae-9bed-8f69f9a97f93
Hi,
FintsoWM endeavors to make our esteem subscribers a true wealth product provider to add more and more financial products on the platform. As of now, available products:
1. Loan Against Mutual Fund
2. P2P
3. FD/ Bonds / PPF
4. Digital Goal*
5. Equity Baskets ( Smallcase)
6. Equity portfolio reporting
7. Insurance Data maintenance
8. LIC digital data upload
9. Mutual Funds
10. Personal Loan
Know more about these to call your BD Manager or toll-free 022 4897 1500
Regards
FintsoWM endeavors to make our esteem subscribers a true wealth product provider to add more and more financial products on the platform. As of now, available products:
1. Loan Against Mutual Fund
2. P2P
3. FD/ Bonds / PPF
4. Digital Goal*
5. Equity Baskets ( Smallcase)
6. Equity portfolio reporting
7. Insurance Data maintenance
8. LIC digital data upload
9. Mutual Funds
10. Personal Loan
Know more about these to call your BD Manager or toll-free 022 4897 1500
Regards
👍3
Webinar on 5th Sept at 4pm: Manage and Maintain Your Business on Mobile App. To register use the below link.
https://events.teams.microsoft.com/event/fe40108e-e7a3-431b-b16c-3245caf3da8c@87bbf98d-92f1-4aae-9bed-8f69f9a97f93
https://events.teams.microsoft.com/event/fe40108e-e7a3-431b-b16c-3245caf3da8c@87bbf98d-92f1-4aae-9bed-8f69f9a97f93