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Business Development & CRM

Time to do more, that’s what

Connecting with Team-VikasGenie means gaining access to a team of professionals - wealth advisory experts, financial researchers and investment analysts, operations experts, and business leaders. All these tools together make VikasGenie the most user-friendly and comprehensive platform for financial advisors.


VikasGenie provides:


  • Dynamic Dashboard
  • Industry Research
  • Mutual Fund Scheme Research for the entire universe
  • Wealth planning tools
  • Portfolio valuation & Analysis reports
  • Dividend & Gain/Loss reports
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