Gold Price Chart
  • Downloads: 1358
  • August 4th, 2020

Historical prices of Gold. Hope this will be useful to you for the marketing of Sovereign Gold Bond.

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Sovereign Gold Bond
  • Downloads: 887
  • August 3rd, 2020

SGB is a wonderful way to invest in gold. You can download this presentation. It will help you give a professional presentation to your clients on SGB and get more business. 

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Client Summary Sheet
  • Downloads: 522
  • March 12th, 2020

This excel sheet will help you keep records of all your client discussions, action plan, important dates and reminders and other items. It will give you a total synopsis of a client each time you review their investments and pending works or plan for a meeting. For each client, make a different excel sheet and save it in “Çlient Folder.” This will also be a step towards compliance.

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NPS Process Chart
  • Downloads: 268
  • March 12th, 2020

This file contains complete ‘process flow’ to open accounts under National Pension System (NPS). It includes online as well as offline process.

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All in one Financial Calculator
  • Downloads: 570
  • March 12th, 2020

This is a one stop excel sheet for all your financial calculations instantly.  It includes Future value of One time Investment, Future Value of SIP, SWP Calculator, One time + SIP Combo Calculator, Goal based SIP Calculator and others.

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Productivity Tracker
  • Downloads: 304
  • March 12th, 2020

A lot of IFAs work very hard but they are not productive. I made this productivity tracker so that you can see your effectiveness every day / every week / every month. Download it and see the difference it will create in your productivity from day 1.

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Client Risk Profile
  • Downloads: 389
  • March 12th, 2020

It is important to know the risk appetite and risk tolerance of the client. This two pager risk analyzer will help you ascertain your clients behavior towards investments and risks. It is recommended to use it for every client as it also serves the purpose of proper compliance.

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Client Master Sheet
  • Downloads: 353
  • March 12th, 2020

This excel sheet will help you become more effective in marketing and followup. It contains review tracker, meeting tracker and a lot of other fields (which you can customize also) which will help you manage your business well. 

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IFA Business Targets
  • Downloads: 327
  • March 12th, 2020

It is important that an IFA should set her business targets and track it regularly. Simple and easy to use, this excel sheet will help you do exactly that.

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