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Financial Services / Mutual Fund Industry Research

₹100-400 INR / hour

Closed
Posted over 6 years ago

₹100-400 INR / hour

I am looking for someone from the mutual fund industry who can research the products and services offered by various industry participants and also the mutual fund transaction platform used by them. The information we need is as follows: 1. Customer size / no. of clients 2. Mutual fund transaction platform used (like MFU, BSE StarMF, NSE or proprietory) 3. How is customer onboarded. Is eKYC done? 4. Organisational Team size 5. Financial products offered on platform 6. How the following is done /is available? a. Customer Risk profiling b. Customer Goal creation and tracking? c. mutual fund ready portfolios available? d. mutual fund fund selection /shortlisting assistance e. Personal / human consultation f. Customer desk g. Advisor / sub-distributor desk, if any 7. Any tie-ups at backend with technology platforms for a. MF transaction processing b. Aggregating MF scheme level data / research c. MF Portfolio advice d. Aggregating financial products info like insurance, loans, cards, etc. 6. any other important tieup for any service 8. ARN or RIA number /code 9. Brief Description of offerings /services 10. Brief Description of what they are doing The shortlisted companies we want to explore are: List A] ICICI Bank SBI Bank Axis Bank ST Indusind HDFC Bank ICICI Securities Prudent HDFC Sec Karvy Bajaj Capital Sharekhan Motilal Sec Funds India BuckFast iFast iFan List b] Suvidhaa Prizm OnEMI Ezetap MobiKwik JusPay Citrus MoneyOnMobile Razorpay Paytm Paynear PayMate Mswipe Chillr The Mobile Wallet Scripbox Zerodha Coin My Universe Oro Wealth ET Money Funds India Unovest Bharosaclub MFU MyCAMS ClearFunds Expowealth Invezta Jama Kuvera MoneyFront Piggy (App only) Savvy Upraise WealthTrust WixiFi FreeCharge BankBazaar Lending Kart Policy Bazaar Capital Float
Project ID: 16202593

About the project

6 proposals
Remote project
Active 6 yrs ago

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6 freelancers are bidding on average ₹407 INR/hour for this job
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Placeholder bid. PMP certified project manager, MBA marketing, business analyst, market researcher and writer in the field of business plans, presentations, SEO, Adwords project management, marketing and branding, HR, operations, real estate, contracts, finance, legal, health, teams, training. Experience 10 years
₹666 INR in 40 days
4.8 (88 reviews)
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Hello, I am a financial risk professional with much experience in the Banking and Insurance industry. I am available to get you this information with much ease, you can test my promise to deliver an excellent job. I am available immediately to do this research for you. regards, peter.
₹166 INR in 10 days
0.0 (0 reviews)
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₹111 INR in 10 days
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₹277 INR in 10 days
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Flag of INDIA
India
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Member since Feb 1, 2018

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