If you're looking to add more clients and grow your investment business dealing with Mutual Funds, without having to spend on expensive marketing or recruiting a large workforce, Jeevitam can help.
Eliminate the need to start from scratch to try and acquire new clients. Just reactivate hundreds of past investors who may have dropped off from your active list.
Several registered agents may be inactive for and hence not adding value to your business. Now you can re-engage with them easily and leverage their experience to grow your business
Often, investors stop connecting with agents and drop off, or vice versa. Now you can restore your connection with these 'orphaned' investors directly, and create a healthy database of active investors