How IFA Planet helps IFAs to grow their business

IFA Planet

Brand : IFA Planet

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T&C
Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:
- the GSTIN of the user associated with their registered business, and
- the specified Entity Name for their business.
It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.
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Platform designed to streamline financial advisors' mutual fund investment operations & empower them to make informed strategic financial decisions. ...Read more

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IFA Planet Software Pricing, Features & Reviews

What is IFA-Planet Mutual Fund Software?

IFA Planet is a cloud-based mutual fund software aimed at independent advisors and small-scale advisory enterprises. It provides comprehensive mutual fund and portfolio management services. Financial advisors can get one-click access to clients’ portfolio reports and business-critical parameters. The asset management software is linked with multiple R&T Agents and enables advisory businesses to manage their back-office operations in a comprehensive manner. Enterprises can streamline their data processing tasks and enhance revenue-based operations with the same.

This software enables advisory organizations to offer personalized login credentials to their clients and send valuations through an integrated Email and SMS facility. With its in-built mutual fund research module, the software turns out to be a great help for mutual fund distributors. The portal can be accessed from any device at any time of the day. With IFA Planet, financial advisors can process complex accounting tasks and provide critical services in a very short implementation timeframe. Advisory enterprises can utilize this portal to automate their services and enhance the entire identity of their brand.

How Can IFA Planet’s Finance Management Suite Help Enterprises Enhance the Overall Value of their Brand?

Accessibility: By using IFA Planet financial management software, advisory staff gets fast and easy access to critical metrics and portfolio information, around the clock.
Client Management: Advisory enterprises can offer prompt deliverance regarding vital transactions and valuations, with a built-in data research module.
Dashboard: Advisors can organize and filter business figures by multiple parameters, such as Client, Family, Folio, etc.
Portfolio Management: Enterprises get access to a unified view of consolidated portfolio reports with key parameters, including Portfolio Summary, SIP Details, Asset Allocation, Top Holdings, and more.

Why Choose IFA-Planet? 

Comprehensive Portfolio Analysis: IFA-Planet offers an in-depth and easy-to-use portfolio analysis tool, enabling financial advisors to gain valuable insights into their clients' investments.
Real-time Insights: The software provides real-time market data and trend analysis, empowering advisors to make informed decisions.
Personalized Recommendations: IFA-Planet generates personalized investment recommendations based on client profiles, risk tolerance, and market dynamics, allowing advisors to tailor investment strategies to individual needs.
Intuitive Interface: The platform features a user-friendly interface, making it easy for advisors to navigate and utilize its powerful tools efficiently.
Streamlined Operations: IFA-Planet streamlines mutual fund investment operations, saving advisors time and effort while enhancing the overall client experience.

Benefits of IFA Planet Mutual Fund Software

Automation and Compliance: With the IFA Planet financial management system, advisors can automate multiple business processes and related monetary activities, including accounting, coordination, and execution of those tasks. They can also ensure compliance with the rapidly evolving governmental provisions eliminating penalties.
Standardization: Advisory agencies can provide consistent service across all trading and investment activities. With this program, they can organize disjointed and complex operations and streamline budget and revenue management per folio.
Enhanced Investment Strategy: IFA-Planet facilitates personalized investment strategies tailored to individual client profiles and market conditions, improving overall portfolio performance.
Comprehensive Analysis: Offers in-depth portfolio analysis and real-time market insights, allowing advisors to make informed decisions and proactively manage client investments.
Regulatory Compliance: Supports advisors in adhering to regulatory requirements and best practices in mutual fund investments, ensuring a compliant and trustworthy service for clients.

IFA-Planet Pricing

IFA-Planet financial management software pricing is available on request.

For more details about the solution, please request a callback. Our experts will get back to you as per the date and time mentioned in your callback request.

IFA Planet Pricing & Plans

IFA Planet price is available on request

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IFA Planet Features

Dashboard

Enables advisors to get access to multiple vital business metrics such as AUM, Dividend History, & more on a single dashboard.

Client Management

Advisors can respond to multiple queries generated by individual clients and help them to get their future planned.

Portfolio Management

Offers consolidated portfolio reports, teamed with detailed analysis and in-built data research tools.

Reporting

Built-in data research module of IFA Planet allows agencies to generate accurate and detailed reports.

Mutual Funds

Mutual Fund distributors can utilize this comprehensive system for Transaction, Client Portfolio, Revenue, & more.

High Performance

Independent Financial Advisors get real-time access to essential business figures and client portfolio metrics.

Online Brokerage Calculator

It can be used as an online brokerage calculator to compute multiple payable brokerage fees, taxation charges, etc.

IFA Planet Specifications

Supported Platforms :
Device:
Deployment :
Suitable For :
Business Specific:
Business Size:
Customer Support:
Training:
Language:

Windows Android MacOS
DesktopMobile
Web-Based
All Industries
All Businesses
Small Business, Startups, Medium Business, SMBs, SMEs, MSMBs, MSMEs
Phone, Email
Videos
English

IFA Planet Review

Have recommended this product

Overall Score

4.8/5

Based on 1 Review

Features 5/5

Value for Money 5/5

Ease of Use 4.5/5

Customer Support 5/5

Review this product

Your valuable feedback helps others like you make a better decision.

Vishnu

Verified reviewer:

Manager, Finance

2-100 Employees

Software user since: < 6 months

Reviewed on: Aug 20, 2020

4.8/5

“Economical for use”

Pros : A good option with minimal pricing without compromising on quality.

Cons : Andriod app for distributors login has limitations

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

4.5/5

IFA Planet Company Details

Brand Name	IFA Planet
Information	Asset management portal for financial advisors. Advisors can manage multiple segments while providing advisory services. The portal features client management, family management, consolidated portfolio reports, portfolio analysis, integrated sms and email facility, a client login facility, and an in
Founded Year	2015
Director/Founders	Paresh Madani
Company Size	1-100 Employees