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:
The Mobile Wallet
Piggy (App only)