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

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

Webinar on 27th June at 4 pm.
Join Using the below link:
https://shorturl.at/Tgyf6

News Letter for July 2024

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

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

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

Acquire New Clients Using Self Onboarding on My Wealth & WebX.

Webinar on 20th Sept 2024 at 4pm. Register using the below link
https://events.teams.microsoft.com/event/3bbf0cb4-9c28-4a8d-993e-45a6b8a269ad@87bbf98d-92f1-4aae-9bed-8f69f9a97f93

Webinar on 27th Sept 2024 at 4pm on Pre Sales Tool. Register using the below link:
https://events.teams.microsoft.com/event/a32d7fc4-ee41-47f8-99cf-592cdd21a763@87bbf98d-92f1-4aae-9bed-8f69f9a97f93

✨ Same Gold, Same Tradition...
Now on our Phone! 📱

This Diwali, give your clients the opportunity to continue a timeless tradition in a modern way. Get them started with Digital Gold from just ₹500. 💰

💫 It’s Simple, Safe, and Secure – Help them build their future the digital way!

FintsoWM has started a value addition program for subscribers. Master class with Suraj Kaeley, a well-known personality from Indian Mutual Fund and Insurance industry. Know how to build long-term relationships with clients.

Webinar on 19th Dec 2024 at 4pm
How to Manage Life Insurance & General Insurance Business on FintsoWM
Please register using the below link:
https://shorturl.at/6HB6R

Webinar on MF Transactions through NSE NMF II
https://events.teams.microsoft.com/event/da4e3695-f1d6-4089-9bed-1a36763210cd@87bbf98d-92f1-4aae-9bed-8f69f9a97f93