Mutual Fund Access Pass
Mutual Fund Access Pass
Mutual Fund Distributors looking to upgrade
Investment advisors seeking professional structure
Wealth managers wanting to formalize operations
Professionals starting their portfolio management journey
No license or registration needed
No net worth requirement
No infrastructure investment
No employee cost
Access to MF and ETF based portfolio management
Complete operational and compliance support
Professional portfolio tracking and reporting
Retain direct plan clients
Create a professional track record
Build credibility in the HNI segment
Pathway to full-fledged portfolio management
Composite client reporting across advised and managed assets
Best in class technology infrastructure
Cutting edge compliance and risk management