Home Blog Jezzmoney Is Coming To Amg Rashtriya 2026 January

JezzMoney is Coming to AMG Rashtriya 2026 | 6-7-8 January

We are pleased to announce that JezzMoney will be exhibiting at AMG Rashtriya 2026, India’s premier personal finance summit, taking place on 6–7–8 January 2026. This expo marks our first milestone for JezzMoney as we engage directly with some of the country’s most progressive financial professionals.

AMG Rashtriya 2026 is a notable event for MFDs and AMC companies, as well as IFAs and wealth managers navigating an increasingly complex advisory environment. It presents an excellent opportunity for professionals seeking to grow their businesses while preserving trust and maintaining efficient, compliant operations.

JezzMoney is evolving to address the future requirements of MFDs. As a modern practice management platform for financial experts, JezzMoney focuses on streamlining operations, reducing the risk of errors, and equipping advisors with tools to scale their process-driven practices with confidence.

Our participation in Rashtriya 2026 reflects our commitment to helping advisors grow their businesses at every stage of their development.
— Jayaram Prajapati

About AMG Rashtriya 2026

AMG Rashtriya 2026 is considered India’s leading personal finance summit and stands as the only platform where the country’s most dedicated and visionary financial professionals come together. This carefully curated event is designed to address the key challenges and emerging opportunities within India’s financial advisory ecosystem.

Rashtriya 2026 promotes high-quality learning, meaningful peer-to-peer networking, and preparation for future-oriented financial practices. The sessions go beyond theory to address real-world market issues, with a strong focus on four core areas: business scalability, client engagement, compliance readiness, and the effective use of technology in modern advisory firms.

As a platform for tackling industry-wide challenges, Rashtriya 2026 fosters openness, collaboration, and shared learning. It serves as a space where financial professionals can reflect, adapt, and collectively build the future of advisory excellence in India.

Why JezzMoney is Participating in Rashtriya 2026

JezzMoney aims to empower mutual fund professionals with the structure, clarity, and tools required for sustainable growth. At the expo booth, mutual fund advisors will be introduced to the core features of JezzMoney, with a clear demonstration of how disciplined, process-driven systems can support long-term success. This vision aligns closely with JezzMoney’s approach to helping advisors build future-ready practices.

As advisory and investment businesses scale, MFDs, IFAs, and wealth managers face increasing challenges in managing performance, operations, and compliance. Operational clarity, process accuracy, and scalability become critical success factors at higher levels of growth. Manual workflows, fragmented systems, and inconsistent processes increase the risk of errors, slow expansion, and place pressure on compliance standards and client trust.

JezzMoney MFD software supports mutual fund advisors as their practices expand, become more complex, and demand stronger compliance frameworks. By establishing clear workflows, centralising operational visibility, and ensuring process consistency, JezzMoney enables advisors to scale with confidence and control.

What You Can Explore at the JezzMoney Expo Booth

JezzMoney’s Expo Booth 60 is where visitors are first introduced to how financial professionals use JezzMoney to run structured, scalable, and reliable advisory practices. The platform’s practice management capabilities are designed to bring greater discipline and consistency to daily operations, helping advisors reduce tool fragmentation, manual effort, and reactive decision-making.

Some of the key aspects you can explore at the JezzMoney booth include:

  • Organized Practice Management: Use a single, integrated platform to manage clients, transactions, and all operational activities without relying on scattered tools.
  • Reduced Operational Errors: Standardized workflows and systematic tracking help minimize errors that commonly arise from manual and unstructured processes.
  • Less Manual Work: Automation-driven workflows reduce repetitive tasks and lower dependence on spreadsheets and improvised tools.
  • Improved Client Communication: Clearly defined roles and responsibilities enhance coordination across teams, leading to better clarity and client interactions.
  • Enhanced Monitoring and Supervision: Centralized, timely data ensures continuous visibility into operations and supports better oversight and forecasting.
  • Systematic Scaling: Process-driven systems provide the stability needed to scale operations without sacrificing efficiency or control.

With the right technology and operational support, advisors can scale their practices while maintaining high service quality. Visitors to the JezzMoney booth will gain practical insights into how disciplined operations and the right technology together create a strong foundation for long-term advisory growth.

Who Should Visit the JezzMoney Booth 60

JezzMoney is exhibiting at Booth 60 at AMG Rashtriya 2026. Financial professionals looking to improve business flow and adopt structured digitalisation are welcome to connect with the JezzMoney team.

The JezzMoney booth is especially relevant for:

  • Mutual Fund Distributors (MFDs): Professionals managing expanding client portfolios and seeking greater accuracy, consistency, and operational control in day-to-day activities.
  • Independent Financial Advisors (IFAs): Advisors aiming to move beyond manual processes and fragmented tools while improving efficiency and client engagement.
  • Wealth Managers and Advisory Teams: Firms handling complex advisory structures that require centralized oversight, team coordination, and disciplined processes.
  • Growth-Oriented Financial Professionals: Advisors focused on scaling their practices in a structured manner without operational chaos, compliance pressure, or loss of visibility.

If your objective is to build a resilient, process-driven advisory practice that can grow confidently over time, a visit to the JezzMoney booth will offer valuable perspective and practical insights.

How JezzMoney Supports Future-Ready Advisory Practices

JezzMoney offers a comprehensive practice management platform designed for MFDs who want to scale faster without sacrificing operational control. The platform focuses on automating routine work, enabling sustainable growth, and improving the overall client experience. At Expo Booth No. 60, JezzMoney demonstrates how advisory practices can be simplified, strengthened, and scaled through the following capabilities:

Simplified Operations

  • Seamless integration with BSE / BSE 2.0, NSE, MFU, ONDC, and VoltMoney
  • Automation tools and built-in calculators to reduce manual effort
  • Link-based transactions for faster and smoother execution
  • Smart redemption support for efficient client servicing
  • CAS import for consolidated portfolio visibility

Advisory Enablement & Growth

  • Goal planning and risk profiling tools
  • Scheme suggestions aligned with client objectives
  • Support for Mutual Funds, PMS, SIF, and Insurance
  • Knowledge support through TheFinPedia to enable informed advisory conversations

Tracking, Control & Scalability

  • Performance and brokerage reporting for stronger business oversight
  • Client and MFD applications (Web, iOS, Android) for improved accessibility
  • Multi-ARN support for growing advisory businesses
  • AI-based insights (upcoming) to support data-driven decision-making

These capabilities demonstrate how JezzMoney helps advisors move away from fragmented systems and manual processes toward a unified, structured, and scalable operating model. Visitors to JezzMoney Booth 60 can explore how disciplined workflows, automation, and operational visibility enable advisors to focus less on operations and more on client relationships, advisory quality, and long-term growth.

Visit JezzMoney Booth 60 at AMG Rashtriya 2026

We invite you to visit the JezzMoney team in person at Booth No. 60 at AMG Rashtriya 2026, taking place on 6–7–8 January 2026. Our presence at the expo is focused on open conversations, shared learning, and meaningful interactions with financial professionals.

At the JezzMoney Booth 60, you can explore how structured processes and modern technology support advisory growth. This three-day event offers a valuable opportunity to learn practical approaches to improving MFD operations, reducing operational complexity, and building future-ready practices in the mutual fund business.

We look forward to connecting with you at AMG Rashtriya Expo 2026 whether you want to exchange ideas, address operational challenges, or understand how modern advisory platforms can strengthen your practice.

Let’s Change the Future of MFD Together

JezzMoney is dedicated to supporting MFD professionals with advanced tools that deliver clarity, structure, and control across their advisory operations. The platform is built to help advisors create strong, scalable practices while remaining confident, consistent, and forward-thinking as the advisory landscape continues to evolve.

JezzMoney also focuses on adapting to rising complexity and increasing client expectations. For JezzMoney, the expo represents an opportunity to listen, connect, and collaborate with professionals who are shaping the future of the financial advisory industry.

Visit the JezzMoney Booth No. 60 to ask questions, share your operational challenges, and explore how our advanced practice management software can help address them. You can book your visit to AMG Rashtriya 2026 here and start a conversation that leads to stronger advisory practices and a more future-ready ecosystem.

FAQs about AMG | JezzMoney

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