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Financial Services / Mutual Fund Industry Research

I am looking for someone from the mutual fund industry who can research the products and services offered by various industry participants and also the mutual fund transaction platform used by them.

The information we need is as follows:

1. Customer size / no. of clients

2. Mutual fund transaction platform used (like MFU, BSE StarMF, NSE or proprietory)

3. How is customer onboarded. Is eKYC done?

4. Organisational Team size

5. Financial products offered on platform

6. How the following is done /is available?

a. Customer Risk profiling

b. Customer Goal creation and tracking?

c. mutual fund ready portfolios available?

d. mutual fund fund selection /shortlisting assistance

e. Personal / human consultation

f. Customer desk

g. Advisor / sub-distributor desk, if any

7. Any tie-ups at backend with technology platforms for

a. MF transaction processing

b. Aggregating MF scheme level data / research

c. MF Portfolio advice

d. Aggregating financial products info like insurance, loans, cards, etc.

6. any other important tieup for any service

8. ARN or RIA number /code

9. Brief Description of offerings /services

10. Brief Description of what they are doing

The shortlisted companies we want to explore are:

List A]

ICICI Bank

SBI Bank

Axis Bank

ST

Indusind

HDFC Bank

ICICI Securities

Prudent

HDFC Sec

Karvy

Bajaj Capital

Sharekhan

Motilal Sec

Funds India

BuckFast

iFast

iFan

List b]

Suvidhaa

Prizm

OnEMI

Ezetap

MobiKwik

JusPay

Citrus

MoneyOnMobile

Razorpay

Paytm

Paynear

PayMate

Mswipe

Chillr

The Mobile Wallet

Scripbox

Zerodha Coin

My Universe

Oro Wealth

ET Money

Funds India

Unovest

Bharosaclub

MFU

MyCAMS

ClearFunds

Expowealth

Invezta

Jama

Kuvera

MoneyFront

Piggy (App only)

Savvy

Upraise

WealthTrust

WixiFi

FreeCharge

BankBazaar

Lending Kart

Policy Bazaar

Capital Float

Taidot: Talousmarkkinat, Markkinatutkimus, Marketing Strategy

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Tietoa työnantajasta:
( 0 arvostelua ) India

Projektin tunnus: #16202593

6 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_18% %project_currencyDetails_sign_sub_19%/tunti tähän työhön

funnyhoney

Placeholder bid. PMP certified project manager, MBA marketing, business analyst, market researcher and writer in the field of business plans, presentations, SEO, Adwords project management, marketing and branding, Lisää

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cyash61

Hey, I am a strategy and analytics consultant specializing in financial research and business planning through data analytics; working with clients across the globe for the last 6 years. [login to view URL] Having Lisää

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PWachira09

Hello, I am a financial risk professional with much experience in the Banking and Insurance industry. I am available to get you this information with much ease, you can test my promise to deliver an excellent job. I Lisää

₹166 INR / tunti
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Aaravgaur

A proposal has not yet been provided

₹111 INR / tunti
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jainvandana78

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₹277 INR / tunti
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