Blog tagged as mutualfunds
Fee disclosure Norms wef 1st October '24 - in PMS
17.07.24 07:07 PM - Comment(s)
Capital markets regulator Securities and Exchange Board of India (SEBI) has brought in some changes related to commission disclosures, in case of PMS products, which will be applicable from October 1, 2024.
Getting Started with your ZOHO Set Up
14.07.24 07:58 AM - Comment(s)
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...
ZOHO Set Up & Integration Services
14.07.24 05:52 AM - Comment(s)
FAQ about ZOHO CRM and our Set Up Services/ Training Services
Q : How do I get Started with Zoho CRM ?
Zoho CRM is one of the application of Zoho One ! You need to subscribe for Zoho One and then start activating the applications you need like- ZOHO CRM for all your clients, Sales, task and deals man...
Reels, Newsletter & More : Register for 1 month Free Trial
31.03.24 10:14 PM - Comment(s)
Our Digital Content are highly appreciated across MFD circle. Our users are highly satisfied with our weekly Reel contents and blogs as well as our monthly Newsletter...do read our blog to know more