Advisorkhoj
JK Towers, No. 719-A, 53-2, 3rd Floor, 46th Cross, 8th Block Jayanagar, Bangalore – 560082
Research Tools
About Advisorkhoj
Advisorkhoj is a Wealth Technolgy, Mutual Fund Research, Analytics and Content Development company serving Financial Advisors, Fintech and Asset Management Companies
Year Established
2012
No. of Active Users
30,000
No. of Employees
NA
Key Benefits to Clients
- Clients can access free resource like Research.
- Articles and Calculators and use them for enhancing their knowledge and plan investments.
- Investors can also connect with a mutual fund distributor in their locality and avail their services.
Key Benefits to Professionals
- Our products help Advisors offer better solution to their investors with support of quality research.
- financial planning tools.
- Analytics and online transactions through our back office software.
- The software/ tools we provide are Risk Profiling.
- Goal Planning.
- Model Portfolios.
- Portfolio Score & Rebalancing.
- Fund Baskets.
- Automated Portfolio Review.
- Trigger based transactions and CRM integrations.
Product Pricing
1.MF box (Back-office Software) - Price on request
2. Mutual Fund Tools - Rs 6,000 onward
3. Mutual Fund & Calculator APIs - Price on request
Revenue Share Model
None
Subscription / Empanelment Process
Eligibility Criteria
ARN No./ RIA License/ CFP No.
Special Offer for NFP Promembers
20% Discount + Customization of Backoffice Software based on the Advisors business model on cost
Information published here is as shared by members. All information provided here is in good faith to help consumers make informed decisions, however, Network FP makes no representation or warranty of any kind. Consumers & Investors are encouraged to cross-verify the information during the initial meetings before taking any decisions.