Maximise your gains with our exclusive member benefits
Access extensive support for all aspects of your practice – be it processes & tools, research or investor outreach.
Maximise Your Efficiency
Exclusive Partner Training Programmes
We ensure that you and your team can use all the features of the iFAST India platform for maximum efficiency. Our training team connects with all of our advisers to understand their training needs and deliver:
Feature & System Update Training
Financial Tools And Model Training
Discounts on Top Rated Educational Courses
Maximise Your Knowledge
We bring you some of the best and most advanced training programmes conducted by asset management companies in India, covering:
New Product Guidance
Maximise Your Coverage
Professional Indemnity Policy
Like any other profession, your advisory business is exposed to legal scrutiny over services delivered. We help you protect your practice and revenues from the impact with a professional indemnity policy, exclusively designed to cover advisory-related scenarios.
Safeguard your practice in case of legal action
Ensure continuity of revenue to your legal heirs / nominee
Maximise Your Insight
Tied strongly to our philosophy of goal-based, value investing, our reports help you develop the right investment strategies for your investors. With white labelling you can use our reports to educate your clients, while enhancing your own brand visibility.
Recommended Funds Report
One of our most awaited reports, this is an annual list of mutual funds covering all AMCs and all categories. It offers a completely unbiased lens into the rapidly growing and complex mutual funds market.
Recommended Portfolio Update
Our research team maintains seven model portfolios, covering the range of risk profiles and global investment options. This is an annual update on the performance, composition and outlook for each.
Global Market Update
With inputs from our global research desks, this report offers timely analysis of global financial markets and economic cues that can also impact the local market.
Monthly Market Update
These are monthly reports with global and local outlook on markets, and cover economic indicators, mutual fund performance updates as well as asset classes updates.
Maximise Your Network
Awards and felicitations to recognise key adviser milestones
An international gathering of advisers, experts & industry luminaries
Workshops covering latest trends, skills, tools & more
The WRAP Summit is an India-focused event for our top performing advisers, while the Global Wealth Adviser Symposium (GWAS) has participation from our key advisers from Singapore, Malaysia, Hong Kong, India and China.