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

Webinar on 3rd April at 4 pm. For registration user the below link.
https://shorturl.at/PVCjq

For webinar register using the below link:

https://events.teams.microsoft.com/event/34225c0c-1b77-4361-ad63-b1f65789aad5@87bbf98d-92f1-4aae-9bed-8f69f9a97f93

Webinar on CRM and Reports on 17th April at 4pm. Register using he below link
https://events.teams.microsoft.com/event/5038e924-9321-4005-86fa-a352925e2380@87bbf98d-92f1-4aae-9bed-8f69f9a97f93

Webinar on 22nd May 2025 at 4pm. Register using the below link https://events.teams.microsoft.com/event/c5f8ca42-6f16-48b8-9127-f475ba87c13a@87bbf98d-92f1-4aae-9bed-8f69f9a97f93

Most retail investors in India focus on buying direct equity—over 185 million demat accounts have been opened. But most of these go dormant, especially when markets fall—often never to return.

Educating investors and offering a simple alternative, like Equity Baskets for diversification and better opportunities, is crucial.

Help your clients make the most of their investments—share this with them today!

Link to the video - https://bit.ly/41iwzyX

"eCAS an Opportunity"
Webinar on 2nd August 2025 at 4p.m. Please register using the below link https://events.teams.microsoft.com/event/a941f756-33a9-4d8e-a55e-1d2377c6022d@87bbf98d-92f1-4aae-9bed-8f69f9a97f93