Moneybase Nexus is a simple, yet powerful investment and financial service platform built for modern-day Financial Professionals/ Distributors.
Illustrative and elaborate reports for you to do active client management. Integrated CRM and Transaction triggering utility to help your investor client take timely decisions. Become a Private Banker for your Client!
With an ultra-lite User Interface, Purchase, Redemption, Switch, SIP, STP, SWP, et all, and analysing, and managing becomes much faster. Become a Pro Financial Professional.
Explore the app seamlessly with intuitive self-learning tool.
A structured Financial Goal is as good as an achieved goal. Trigger transactions as per your client’s instructions. Your Client’s consent is just an OTP away!
Focus on client engagement and leave the rest to us! Our All-in-one platform empowers you, like never before.
Search across 500+ Mutual Funds, Fixed Deposit, Insurance*, PMS* offered across multiple companies instantly. Find your favourite instrument with ease and do your research and become an Informed Financial Professional/ Distributor.
The AuM (investments made by your investor clients) mapped under your Partner code, can be ported to your ARN at any given point in time. Meaning, you may go solo by submitting a request for reverse merger (as per prescribed formats), and all clients will be mapped back to your ARN code, with continuity of brokerage. We will issue the NoC letter for all eligible cases, with No Questions Asked - GUARANTEED!
(This AuM transfer is done for cases that qualify under clause 2.A.iii of the Annexure A of the AMFI Best Practices Guidelines Circular No. 87 / 2020-21 with file reference No. 135/BP/ 87 /2020-21; dated: July 16, 2020. Please read the circular in full.)
We have proof that shows customer servicing cost can be reduced by a minimum of 90%. That’s right! Our financial professionals enjoy the dual benefits of Higher Income and lower servicing costs.
Sign-up or Call our Relationship Managers for a Demo. Activate Your Nexus Account for FREE!