Product survery

271 views 2 replies

I need few contacts from Accountants, wealth managers who handle client / B2B portfolios for a survey. We are doing a research and would like to understand the pain points.

Our goal is to build a complete report on the pain points of the tools available in India. 

Auditors, CA professionals, students are also welcome.

Reply here to fix a call as per your convenient time, your help will be highly appreciated 

Replies (2)

 consider the following options: Professional Associations and Networks 

1. *Institute of Chartered Accountants of India (ICAI)*: Reach out to the ICAI for a list of chartered accountants in your desired location. 

2. *Institute of Cost Accountants of India (ICMAI)*: Contact the ICMAI for a list of cost accountants.

 3. *Association of International Wealth Management of India (AIWMI)*: Connect with the AIWMI for a list of wealth managers.

Online Directories and Platforms 1. *CAONWEB*: A directory of chartered accountants in India.

 2. *IndiaMART*: A B2B marketplace where you can find accountants and wealth managers.

3. *LinkedIn*: Utilize LinkedIn's search feature to find accountants and wealth managers in your desired location. Social Media and Online Communities 

1. *Facebook Groups*: Join groups focused on accounting and wealth management, such as "Chartered Accountants" or "Wealth Managers India".

 2. *Reddit*: Participate in subreddits like r/Accounting and r/WealthManagement to connect with professionals in these fields. Research Reports and Industry

Publications 1. *IBEF (India Brand Equity Foundation)*: 

@ Ramachary, thanks for the response. Will it be okay for you to connect with our team on call and offer few inputs please ? 


CCI Pro

Leave a Reply

Your are not logged in . Please login to post replies

Click here to Login / Register  

Company
26 May 2026
CA / MBA (Finance) / CMA / M.Com (Finance)

Sri Aurobindo Gnostic Centre of Education

New Delhi

CA

View Details
Company
01 June 2026
Audit, Taxation & Compliance Executive

R P S K & Associates

Nashik

CA Inter

View Details
Company
23 May 2026
Article Assistant

Geeta Manchanda & CO.

New Delhi

CA Inter

View Details
Company
04 June 2026
Semi Qualified CA

Goyal Puneet & Associates

New Delhi

CA Final

View Details
Company
20 June 2026
Chartered Accountant

ANV & Company

New Delhi

CA

View Details
Company
ARTICLESHIP 20 June 2026
Articleship

RB KESHRI & CO

Mumbai

B.Com

View Details
Company
ARTICLESHIP 08 June 2026
Internal & Taxation Article

O P Bagla & Co LLP

New Delhi

CA Inter

View Details
Company
26 May 2026
Senior Accountant cum purchase Manager

Vardhaman Group of India

Pimpri Chinchwad

CA Inter

View Details