1 / 1

Robo advisory platform linked with wealth e office

First of all to get started on a robo advisory platform linked with wealth e office, you will have to create an account. It will ask you some details as, especially if allow transactions, will ask you to add bank details, Permanent Account Number (PAN) and on-boarding clients with online know-your-client (KYC) details, if buying a mutual fund simply.

vally
Download Presentation

Robo advisory platform linked with wealth e office

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Robo advisory platform linked with wealth e office First of all to get started on a robo advisory platform linked with wealth e office, you will have to create an account. It will ask you some details as, especially if allow transactions, will ask you to add bank details, Permanent Account Number (PAN) and on-boarding clients with online know-your-client (KYC) details, if buying a mutual fund simply.For more information visit @- https://www.redvisiontech.com/robo-advisory-platform.php Address- REDVision Computer Technologies Pvt. Ltd.,Saket Square,Indore, MP - 452001 An ISO 9001:2008 Certified Company 401 A Wing, Twin Star Building, Saket Square,Indore, MP - 452001 Call(Sales): 0731- 4026004, 9301970707, +91-9827899022 Email: query@redvisiontech.com

More Related