BeyondIRR
HD-085, Wework Enam Sambhav, Plot C-20, G Block, Bandra Kurla Complex, Bandra(East), Mumbai, Maharashtra – 400051
Business Development
About BeyondIRR
BeyondIRR aims to empower IFAs in providing quality advice by designing optimised portfolios, conducting portfolio reviews with actionables, delivering presentations, latest market & product views, and provide execution of various investment products
Year Established
2021
No. of Active Users
68
No. of Employees
12
Key Officials
About Products & Services
Key Benefits to Clients
- The portfolios are constructed in line with Clients' and Financial Advisors' requirements and regular reviews can be conducted easily and a presentation capturing the action points is generated easily
Key Benefits to Professionals
- Advisors will be able to construct optimal portfolios as per client s requirements with insights driven portfolio story. They will also be able to conduct regular portfolio reviews, in line with client constraints, latest product and research views. They will get "ready to send" high quality personalised portfolio proposal and portfolio review presentation in matter of minutes. Further, they will be able to access and seamlessly execute transactions across various investment products on one single platform.
Product Pricing
"Investedge - 18,999 for 1st year Investlane - Revenue sharing model"
Revenue Share Model
Applicable for InvestLane - will be decided on case to case basis.
Subscription / Empanelment Process
Eligibility Criteria
RIA or ARN licence
Special Offer for NFP Promembers
Free 2 weeks trial only for NFP ProMembers
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.