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Managing client folios across multiple RTAs and tracking broken SIPs manually consumes valuable advisory hours. This interactive 60-minute session breaks down how leading MFDs leverage Sanchay CRM to automate daily data syncs, maintain AMFI compliance effortlessly, and identify multi-generational portfolio growth opportunities. Key Agenda Highlights 1. Auto AUM & Folio Synchronization: Eliminate manual spreadsheet updates […] |
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