Advisor Incubator 2020-07-08T13:15:16+00:00

Advisor Incubator in association with PGIM India Mutual Fund

It is rightly said that Individually we are one drop, together we are an ocean. It can be a real challenge to manage and grow alone as Independent Financial Advisor in the modern competitive marketplace. Time has come that we unite, pool our resources and fight our way forward amidst such foreign competition that is affecting our financial industry. Such change is almost impossible without industry-wide collaboration, cooperation and consensus.

Kalpfin is happy to announce Advisor Incubator– a financial advisory platform that enables Independent Financial Advisors (IFA) to grow their practice with most advanced platform that is built as per the needs of Financial Advisors.

The vision of the company is to curate a platform with the best in class technology to enable Independent Financial Advisors to cater to diverse needs of their clients as a one stop Solution.

  1. Mutual Funds (PMS & AIF)
  2. Insurance (Life & General)
  3. Fixed Deposit (NBFC)
  1. Tie up with all major AMCs
  2. Online Mutual Fund Buy & Sell platform
  3.  A state of the art Mutual Fund software- both partner log in & Client log in
  4.  Total mobilization report online
  5.  Client wise portfolio
  6.  Mobile App for your clients
  7.  Attractive Commission Structure (Trail Structure)
  8.  Regular Training on products and services
  9.  A dedicated Mutual Fund Relationship Manager