Finance Connect is a portal to bring about the finance community to one platform. The portal is divided into two part Investment consultants and Finance consultants. This will give them a digital identity to service and grow in today’s digital world. Enhance their reach to perspective customers and clients.
Finance Connect will be a discovery platform for the finance professional like CA, CMA, CS, Mutual Fund, Insurance agents, Post Office and PPF agents under one platform.
The portal with cater to users related to Finance Consultancy like Tax filling, Company registration, investing needs like PF, Mutual Fund, Shares investments.
The benefits to the financial community will be like it will help in capacity building for the finance professionals. Example a small CA firm needs for its assignment help on transfer pricing then it can get connected to a firm specializing in transfer pricing. Portal will provide Client management services like sending reminders to clients of important dates like tax filing date, TDS return date.The below are the benefits for the community of Finance professionals
Users will get a single platform to search for financial needs like consultancy, financing needs. User will get to know the financial professional through his profile, and then user can contact the professional via message, SMS, mail. The user will get to know the scale of the finance professional like number of years of experience, the size of the firm, location. SME can benefit immensely from the portal by getting the services of highly experienced professionals for their diverse financial needs.