At VikasGenie, we empower thousands of Independent Financial Professionals; from Investment & Wealth Advisors to MF Distributors, assisting them to build a successful Investor centric, service-oriented business.
Our approach is to support our Partners with inbuilt tools and back-office support infrastructure, thereby giving more Client Time.
Your Service Partner
We understand your business needs are as diverse as your personality, professional traits, and the values you wish to imbibe in it. The market you operate in further adds to these challenges. Overcoming these to write your own success story turns out to be an uphill task for any aspiring business.
Our years of experience and scientific analysis has brought forth three primary challenges that you face in your business...
We provide solutions
for your
Business
Business prospects form the very reason Mutual Fund Distribution and Advisory tools come to VikasGenie. We’re your partner and not vendors and work in cohesion with your business interest. Understanding your business needs and offering you reliable and reckonable solutions are what we stand for.
On your journey to success, we walk along as your able guide and dedicated support through our operational, administrative, and knowledge offerings...
We Add Value
to Your Business
No matter what your business scale is, independent finance professional, or an established brokerage house with robust AUM, we have services to further your business interest....
Tax Consultant or Financial product Distributor, Deposit mobilizer, or Insurance Advisors, we offer you a chance to expand your basket of business offerings....
Built to cater
diverse Business
Model
