Free Webinar

Grow your AUM and Income with AnchorEDGE Tools

About The Webinar

Learn the powerful features of the AnchorEDGE Subscription that can help you to grow your business and promote your brand.

  • ​​​​​​​Marketing tools

    Powerful marketing tools like short videos, short stories, videos, and posters along with auto posting on Telegram.

  • ​​​​​​​Virtual Business Card
    Powerful marketing tools like short videos, short stories, videos, and posters along with autoposting on Telegram.

  • Sales Kit presentation (with your branding)

    Powerful ready-made presentations on various topics to make your sales calls and investment education seminars easy.

  • Client Proposals with scheme performance (With client's Photo)

    Create powerful sales illustrations for SIP, SWP, STP, etc. with scheme performance.

  • Investment Suitability report (with client's photo)

    ​​​​​​​Facility to send the link to the client for the questionnaire for doing the suitability analysis of the client.

  • ​​​​​​​14 Goal calculators (With client's Photo)
    14 one-page goal calculators with the client's photo and your branding.
  • ​​​​​​​Birthday greetings with SIP calculator (With client's Photo)

    Create birthday greetings for clients with their photographs and SIP calculation.

  • Quick Goal calculator (11 Page report in 5 minutes)

    Create 11 pages Goal Calculation Report in PDF with your branding showcasing the calculation related to Life insurance, Health insurance, Retirement, Child Education, and Marriage planning. 

  • Research Reports (NEW)
    ​​​​​​​
    Get various research reports like past performance, SIP Past performance, Scheme Kundaly, etc.

  • Lear Response Form

    Lead Generation forms for various situation to generate the business leads fro SIP, Lumpsum, SWP etc.

  • Jigar Parekh

    Presenter

  • Moderator

    Presenter

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