Blog categorized as MF Industry Updates

Getting Started with your ZOHO Set Up 

14.07.24 07:58 AM - By FinnSys - Comment(s)
Getting Started with your ZOHO Set Up 

Step 1 : Think about the modules in your Business


Leads

Clients

Associates

Vendors( AMC , RTA etc)

Task

Deals/ Transactions

Meetings/ Appointments

All Staff E mails / Desk

Proposals

Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos


Step 2 : Create your Pain Area and A...

Join for DDQ training session

28.02.24 11:37 AM - By Avaish Ahmad - Comment(s)

As per SEBI circular No. Cir/IMD/DF/13/2011 dated August 22, 2011, the Asset Management Companies (AMCs) are required to conduct due diligence in respect of mutual fund distributors (MFDs) . In this regard, AMFI has been organising unified due diligence of MFDs on behalf of participating A...

See you on 1st Jan 2024 at Kanpur

30.01.24 09:39 PM - By FinnSys - Comment(s)
See you on 1st Jan 2024 at Kanpur

Do come, interact and learn all about your MFD business. Join us at 10 am at Hotel Vijay Continental, Kanpur for whole day power packed knowledge sessions

See you on 31st Jan 2024 ( Wednesday)

30.01.24 09:03 PM - By FinnSys - Comment(s)
See you on 31st Jan 2024 ( Wednesday)
Don't miss this power packed day program for Lucknow MFDs