February 26th 2020

Survey Question

Mutual Fund Software Survey

Details
SURVEY OPTIONS SURVEY RESPONDENTS
OFA 119
Red Vision 89
Wealth Magic 60
IFA Planet 55
Investwell 41
Finnsays 36
NA 142
Others 170
February 26th 2020

Survey Question

Which Online Platform IFAs are using?

Details
SURVEY OPTIONS SURVEY RESPONDENTS
NSE 148
BSE 213
Others 139
MFU 146
February 26th 2020

Survey Question

After commission disclosure statements reaching your clients, how many of them wanted to discuss about it with you.

Details
SURVEY OPTIONS SURVEY RESPONDENTS
No Clients discussed 107
Less than 5 Clients 289
6-10 Clients 13
Above 10 clients 12
February 26th 2020

Survey Question

Which mutual fund software do you use? Are you happy with your software?

Details
SURVEY OPTIONS SURVEY RESPONDENTS
NJ 21
Red Vision 35
Investwell 26
Others 60
February 26th 2020

Survey Question

Considering the gap between ‘Direct’ and ‘Regular’ plan and the expected direction that trail may come down over a period of time, what do you think is a good trail for long term which can help you sustain in this business.

Details
SURVEY OPTIONS SURVEY RESPONDENTS
0.25% to 0.45% 19
0.25% to 0.45% 19
0.50% to 0.70% 98
0.75% to 0.95% 68
1.00% & above 39
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