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What is in it for me?

With minimal operational overheads, you will be able to run an ever-growing financial services business by offering Mutual funds, Fixed Deposits, Life Insurance*, Health Insurance*, General Insurance*, Loans* and much more to your customers.

Leave the daily mundane tasks to us...

Leave the daily mundane tasks to us...

You can focus on Client engagement and earn more, where as we handle the daily chores of transactions processing and reporting for you. We have a dedicated one-point contact for all services.

 While I take care of the client’s need analysis and product sales, the platform looks after all the operations & service part. The Moneybase Nexus makes my job easier. 

Mr. John S. Mukkadan
Investor & Mutual Fund Distributor, Alleppey

A true Work-from-Home business...

A true “Work-from-Home” business...

With a secured online data access, and a Dashboard for tracking business growth, you will be provided with ample reports to really understand where the business is headed.

 It is easy to understand Business growth, Revenue earnings and other transactions from the Dashboard itself. With more than 50 reports for data-mining, i am running my financial services business from the comfort of my Home. 

Ms. Kavitha Ravindran & Ms. Sreeja Nair
ThinkWealth Advisors, Kochi

Keep them informed and be there when they need you...

Keep them informed and be there when they need you...

Onboard, activate accounts, and engage customers with targeted outbound messages, product information, and email campaigns.

Provide high-quality, personalized help at any scale by leveraging the transaction platform and be the person whom your client can lean up on.

With our multiple platforms (Web & Mobile App), you can service hundreds of investor clients - all with ease.

 The Digital Experience which Moneybase Nexus offers is invaluable. We were able to focus more on client engagement and this resulted in up-selling and revenue growth from existing clients. All this was possible even though we were located in different cities. 

Mr. P. Viswanathan Kutty
Investor & Mutual Fund Distributor, Palakkad

Knowledge Base...

Knowledge Base...

With the Funds tracking utility and curated video & audio contents, you can be up-to-date with the subject.

We also organise webinars and con-calls with industry leaders and fund managers for them to share their perspectives.

Guess what, if you are akin to writing quality content, we welcome you to become a contributor to the investor blog.