@StepSetGo
Hi I am Paresh Shah I am your pro member and since last so many months I am asking your team about refund the amount which I have paid but always they say please send me payment screenshot which was I had sent somany times but they are replying sent me copy of the same
KYC is a problem crying to be fixed as of yesterday. In a world where we have Aadhar and some of the best digital public infra in the world, it also seems very doable.
In a strange new rule from KRAs, customers who are KYC registered can invest in funds they have folios. But without getting a Validated tag, they cannot invest in new mutual funds. This is putting newer MF players at a major disadvantage.
For MFDs who have to validate and comply with these rules again and again, cost of doing business just goes up at a time when we should focus on market expansion.
I do hope this is addressed definitively very soon if we aim to bring MF to every home.
Kudos to all Mutual Fund Distributors and Intermediaries who tirelessly keep on updating KYC requirements for their clients.
SEBI should direct KRA agencies and the RTAs to do a better job.
Bank account is link with Pancard is link with Adhaar card is link with mobile, BANK account and also it contains Fingerprint and Ratina also given family relation
Money come for investment is via bank only
Now what left in KYC to declare
Kudos to all Mutual Fund Distributors and Intermediaries who tirelessly keep on updating KYC requirements for their clients.
SEBI should direct KRA agencies and the RTAs to do a better job.
As part of the Women’s Day celebrations AMFI organised a special event to honour the remarkable contributions of women fund managers, research analysts and dealers in the mutual funds industry on March 11, 2024. SEBI Chairperson, Ms. Madhabi Puri Buch graced the occasion.
Starting your financial journey? Begin by collating essential documents and leveraging NSDL & CDSL statements. This preparation is where art meets science in financial planning, turning your goals from dreams into achievable targets.
Tune in now on your favourite audio platform to discover how to lay a robust foundation for your financial roadmap.
Listen here: https://t.co/YbEIDtgRBj
@charmicfp
Today marks the launch of the Advisory Committee for Qualified Financial Advisors - Mumbai Chapter 2024 at 1 Finance, an initiative that underscores our commitment to enhancing the personal finance advisory landscape.
We embark on a mission to elevate financial literacy, empower individuals with the knowledge to make informed decisions, and foster a more inclusive financial ecosystem in India.
Here's to building a community where financial well-being is not just an aspiration but a reality for everyone.
@viralbhatt81 @AmitMTrivedi@DIFP_arvind@Bhuvasiyer@charmicfp@GauravKarnik88@kalpesh_ashar@MashruKhyati@mohinimahadevia@nishsanghavi@pkketkar@TiveshShah@yogita_dand@anoojrmehta
Introducing the Advisory Committee for Qualified Financial Advisors - Mumbai Chapter 2024!
Each member unites their mission into a shared mission, dedicated to the future of personal finance advisory. They are visionaries crafting a future where financial guidance stands as a pillar of trust, accessibility, and empowerment. Experience their steadfast commitment to revolutionising the financial advisory landscape, making it more inclusive, ethical, and progressive than ever before.
@viralbhatt81 @AmitMTrivedi@DIFP_arvind@Bhuvasiyer@charmicfp@GauravKarnik88@kalpesh_ashar@MashruKhyati@mohinimahadevia@nishsanghavi@pkketkar@TiveshShah@yogita_dand@anoojrmehta
For newlywed couples, it is important to clearly define individual and shared expenses and set budgets that are in alignment with your short, medium and long-term financial goals.
In addition to this, it’s advisable to have a financial plan for working towards your ambitions at various stages of life.
In our latest issue, our qualified financial advisor, Charmi Shah (@charmicfp), explains how to allocate your income based on your financial goals and lifestyle for a secure future together.
Read more on 1 Finance magazine: https://t.co/2AjlSnfr5J
This thread is authored by @charmicfp, Co-Founder at Torient Services, Member of the Advisory Committee for Qualified Financial Advisors - Mumbai Chapter, @1financehq
And for more insights on personal finance do follow
@1financehq
In the ever-shifting sands of life, an emergency fund serves as the safety net beneath our feet. It's not merely money saved; it's peace of mind earned.
Tune in now on your favourite audio platform and delve deep into the importance of emergency funds and why they're a cornerstone for financial stability.
Link: https://t.co/YbEIDtgRBj
Ft. @charmicfp
I am not an active user of @LinkedIn. I tried to login after 2-3months and updated my profile. Now my account is locked and permanently deleted by @LinkedIn@LinkedInIndia@LinkedInHelp. Any solution?