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Principal Sales Assist System

Free
iPad
Genres:
  • Business
  • Finance
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Principal Sales Assist System from Principal Mutual Fund, is a simple advisory tool for MF advisors / distributors to assist them in the process of advising their clients. SEBI, the regulator for mutual funds in India, has indicated the process for “right selling” mutual funds by MF distributors so as to ensure customer satisfaction and achievement of their investment goals. The Principal Sales Assist System not only complies with this right selling process but also enables generation of simple & actionable investment advice for the clients. The system takes the MF advisor through a guided step-by-step process comprising of capturing client’s personal and bank details, risk profiling, goal planning and asset allocation and investment recommendation. The advice output is in the form of an report cum application form for implementing the advice and investments into Mutual Funds All access to, and use of this App is subject to the disclaimer, which is available at www.principalindia.com. By downloading this App you agree to have read and understood the disclaimer and if you do not agree to the same, you should not download the App. The Principal Financial Group®  and Principal Mutual Fund logo and symbols are service marks of The Principal Financial Group® and Principal Mutual Fund respectively.  Copyright details The Principal Financial Group®  and Principal Mutual Fund logo and symbols are service marks of The Principal Financial Group® and Principal Mutual Fund respectively.