Activv Money

Financial Products Onboarding Tracker

Activv Money Admin View

Please generate or select a customer to manage their onboarding process.

Generate Customer Link

Customer Name

Product Type

Wealth Management Team

IIT Indore

IIM Ahmedabad

CFA (L1)

BITS Pilani, Goa

IIM Ahmedabad

CFA (L2)

Licenses & Certifications