AL Investment and Insurance

Company · IN · 1 documents

Key number

44.4%

Reduction in average KYC turnaround. International Journal of Creative and Open Research in Engineering and Management p.6

Customer Onboarding, KYC Verification and Follow-Up in Mutual Fund and Insurance Distribution: A Process-Based, Theory-Grounded Study of a Small Pune Distributor

Research paperInternational Journal of Creative and Open Research in Engineering and ManagementOctober 20268 pages

The study traces the client journey at AL Investment and Insurance, an AMFI-registered mutual fund distributor and IRDAI-registered insurance intermediary in Pune, during an eight-week on-the-job training period.