Company to agents

• Send Daily NAV of all funds
• Update agents of new funds and offers by the company.
• Inform agents of meetings, conferences held by the company.
• Inform agents of any changes in commissions etc

Company (or)Agent to Investors

• Provide daily(or weekly) updates of NAV?s of the funds invested in
• Improve CRM- Send wishes on birthdays, anniversaries and other special days
• Inform investors of new funds and offers