Building technology solutions for all types of Financial Intermediaries, Trying to Simplify Complicated Things, Tweets are personal views
Mumbai
Joined September 2016
- Tweets198
- Following413
- Followers144
- Likes269
Aakash Bansal retweeted
Open app
1. Export data. Cross-check with the app.
2. Realise the data is 3 days old.
Start again.
47 minutes later: still not done.
Client's calling. You're not ready.
This is Tuesday. You have 12 more reviews this week.
Pain relief: bit.ly/4bLYUlA
OR
Reach us: [email protected] /+91-9998816904.
Aakash Bansal retweeted
We've spent 4 years listening to MFDs build extraordinary practices in silence.
Quietly solving problems nobody talks about.
Quietly serving clients nobody sees.
Quietly carrying a whole industry on their backs.
That silence ends here.
This is your space. Your voice. Your community.
We'll start with one question: What's the one thing you wish would make your day easier in your practice?
We're reading every single reply.
Let's talk:
vijyafintech.com/book_demo?u…
OR
Reach us: [email protected] /+91-9998816904.
#HeroMFD #MIDASX #MutualFunds
Aakash Bansal retweeted
Week 3 of the The 6 week online UpSkill Series on MF Standards and Best Practices!
Don't miss out! Register now for our ProMembership and access this series for FREE! - lnkd.in/dhSPZfep
Know more about series - lnkd.in/dUQu9t_V
#MFD #RIA #MutualFunds #PFP #NFP
Aakash Bansal retweeted
In this Idea Box, Aakash Bansal, @AakashWrapper Registered Investment Adviser, CEO and Co-Founder of Vijya Fintech Pvt Ltd sheds light upon the evolution of Investment Advisory in India as he explores the diverse facets of Investment Advisory services, from Personal Financial Planners and Advisors to Registered Investment Advisors (RIAs), Research Analysts (RAs), and Stock Tippers.
Read the full article here: linkedin.com/feed/update/urn…
#ARIA #RIA #InvestmentAdviser
Aakash Bansal retweeted
Family Finances in one secure place? ✅
Transparency & Collaboration? ✅
Achieving goals together? ✅
The MADOSX app's new Family Head/Member Reporting makes it all possible! Download now and experience the future of family financial management.
#fintech #familygoal
Aakash Bansal retweeted
Aakash Bansal, Co-founder & CEO, Mercury by Vijya Fintech in conversation with Nishant Patnaik, Associate Editor, Cafemutual discusses step by step guide to transform your business digitally!
youtube.com/watch?v=O2RJlBi6…
@AakashWrapper @PatnaikNishant
Aakash Bansal retweeted
Today at 4.30 pm! Join Aakash Bansal and Nishant Patnaik as they discuss how you can leverage technology to transform your business!
Register now : tinyurl.com/nvc85mdr @AakashWrapper @PatnaikNishant
Aakash Bansal retweeted
Learn how you can leverage technology to transform your business with Aakash Bansal and Nishant Patnaik tomorrow at 4.30 pm! Register now : tinyurl.com/nvc85mdr
@AakashWrapper
Aakash Bansal retweeted
Discover how technology can help you enhance client engagement and client stickiness with Aakash Bansal and Nishant Patnaik on June 29, 2023 at 4.30 pm! Register now : tinyurl.com/nvc85mdr
@AakashWrapper
Aakash Bansal retweeted
Aakash Bansal, Co-Founder and CEO, Mercury talks about technology compliance, multi-product offerings and much more.
Read here : tinyurl.com/33dkcnt6 @AakashWrapper
Aakash Bansal retweeted
Thanks for highlighting the plight of SEBI RIAs. Endless documentation, ever changing rules, no one to go for grievance redressal and now this money gouging advertisement code. Seems all wrongs in finance world are being done by SEBI RIAs. I feel, for some reasons Govt & SEBI doesn't want this business to survive. It's a mystery to me why are they doing what they are doing. Hope good sense prevail. Problem is once they set a rule, they don't want to take back as it may hurt their ego or make them look weak. This rule is wrong in so many ways that it's tough to tell how it got drafted in first place!!
Aakash Bansal retweeted
"Regulating financial influencers is not the correct approach, but we want regulated entities to stay away from them," as per a senior SEBI personnel.
This is the approach taken. Somewhat regressive as pointed out by @SandeepParekh
Aakash Bansal retweeted
Here are the FAQs under the code. I don't understand how they will survive a constitutional challenge under Article 19(1)(a). Unless extended to MFDs and finfluencers where is the right to equality under Article 14?
Aakash Bansal retweeted
Finfluencers get paid to speak, RIAs must now pay 3,000 rs to speak! Pay whom? The govt (appointed) BASL, under #Sebi's new advertising code. For internal AND external communications (think about a simple email to a client). Why would anyone want to enter this profession anymore.
Aakash Bansal retweeted
ZoMaato or ZoMaito, Mercury or Mer-Q-ry, don’t worry we are here to provide multi-asset execution!
Aakash Bansal retweeted
The Much-Awaited 10th AAFM Annual Wealth Management Convention 2022 has finally arrived.📢
It is our pleasure to Introduce Our Esteemed Speaker 👤Mr. Aakash Bansal
We Look Forward to his Insightful Words on ✍️ “Bringing Efficiency & Scale"
Aakash Bansal retweeted
Wealth tech platform Vijya Fintech raises over Rs.8 crore
Read more : bit.ly/3VfO2SN @AakashWrapper
Aakash Bansal retweeted
If stocks fall solely due to threat of nuclear war, Buy the dip.
1) If nuclear war doesn't happen then you make some profit.
2) if nuclear war happens then you won't need the money.
Aakash Bansal retweeted
It's been said that everlasting friends can go long periods of time w/o speaking & never question friendship.These friends pick up like they just spoke yesterday, regardless of how long it has been & don't hold grudges.They understand life is busy. RT if you have one such friend
Aakash Bansal retweeted
If you wish to read Good investment content in one place from team DSP
Follow @dspmf
If you want others to do the same, RT