CUSTOMER REVIEWS

Hear what our Clients Say

We are dedicated to customer service. Here's what our clients say about us & our services.



"GoDigital Platform has helped me to increase brand awareness by having my own company name mobile app and website. It is very useful platform in today's digital world and helped me to increase my business. GoDigital has very dedicated staff who are always spot on in understanding and resolving queries."



Tobias Caldeweyher

Jigar Mafatlal Prajapati

customer since 2020



"I am very happy with GoDigital because of its quality mobile app and website. Clients can check their portfolio and transact online on their own. I certainly recommend "



Tobias Caldeweyher

Kalyani Yogesh Joshi

Warda, Maharashtra

customer since 2017

"After 3 years of using Optimum's software we've found it to be a value-for-money product. The customer care department is quick on their feet to solve all our queries and technical issues and I would personally like to appreciate our point of contact Ms. Heena Mandot for responding quickly and efficiently to all our demands. The greatest benefit is that they provide businesses like us a personalized platform with our firm's name in the form of mobile app and website which adds great value to the business in the minds of customers. Overall, it has been a really positive experience GoDigital and Optimum. We wish to continue our association well into the future too."

Tobias Caldeweyher

Vikram Pesswani

Bhopal, Madhya Pradesh

customer since 2019

"To compete as well as another reason for having a digital platform is that now-a-days clients want personalised services and Mobile App where he can track his investments.Where other software companies are providing app under their company name, with GoDigital we have our own white labeled branded application under our name. We are creating our own brand.Thanks to Kotak MF for this GoDigital initiative."

Tobias Caldeweyher

Ravi Vishwakarma

Varanasi, Uttar Pradesh

customer since 2016

"My service calls have decreased. Mobile App helps in Business Development. The application is good and transactions have become paperless and time saving via Online Transactions feature. Good Initiative taken by Kotak MF. Why wait? – GoDigital ."

Tobias Caldeweyher

Prakash Yelavatti

Hubli, Karnataka

customer since 2016

"GoDigital Platform has helped me to manage & grow my Business. My clients are efficiently using both web & app which is under my name and they are able to do Purchase, start SIP, Switch & Redemption transactions on their own. This saves a lot of time too and I am able to service my clients using paperless transaction feature of GoDigital. GoDigital is Excellent! The Product & Services have been improved a lot after allocating personalized RM; I can call & resolve my queries swiftly. I’m really happy with the services.."

Tobias Caldeweyher

Vijay Paragavakar

Kolhapur, Maharashtra

customer since 2017

"My experience with GoDigital is quite good from day one. I have not faced much of the service related problems. Whenever I call my RM, he just solves it on priority. After giving access to my clients, they have loved the mobile app more than the website."

Tobias Caldeweyher

Manish Gupta

Alligarh, Uttar Pradesh

customer since 2016

"GoDigital has very good features like Reports, E-Locker and Online Transactions to name a few. After allocating an RM to me the service part has improved a lot. The issues are solved promptly. My Investors’ response is also quite good. My experience with the GoDigital is jubilant!"

Tobias Caldeweyher

Neerja Bajpai

Agra, Uttar Pradesh

customer since 2016

"Transaction can be done atany time through GoDigital and It helps at a large scale in investors servicing. Clients can be on-boarded within minutes without paperwork that saves a lot of manual work and time . GoDigital is the need of the Hour ."

Tobias Caldeweyher

Sushant Kakkar

Dehradun, Uttarakhand

customer since 2017

"Being a cloud -based software GoDigital can be accessedfrom anywhere any time to check clients portfoliuos. Details reports, Online Transaction and Instant On-boarding feature are the best. GoDigital is Excellent so far"

Tobias Caldeweyher

Amit Badaya

Jaipur, Rajasthan

customer since 2016

"GoDigital makes the Process easy for us as well as for our clients. My client can access the report and can do the transaction from both the options. They can check purchase and redemption reports as and when required. Experience with GoDigital is Excellent"

Tobias Caldeweyher

Bikas Agarwal

Bhubaneswar, Odisha

customer since 2016

"GoDigital has made the work more efficient and prompt.Now clients can view their portfolio and do transactions. Its a good initiative by Kotak MF and Optimum. As my clients can get real-time access to their portfolios, they are pretty happy with it. I certainly recommend GoDigital

Tobias Caldeweyher

Sunil Kumar Sharma

Lucknow, Uttar Pradesh

customer since 2017

" As the landscape of distribution is moving towards digitization, Godigital is an exclusive platform fo IFAs to grow their business. Its a good step taken by Kotak MF. my clients gave a good response as they can even see the whole family report. I highly recommend GoDigital to IFAs "

Tobias Caldeweyher

Ritesh Kesherwani

Allahabad, Uttar Pradesh

customer since 2016

"GoDigital not only helped us to grow our business but also helped us to build our own brand name. I have a very good experience with GoDigital platform as well as the suport team. Clients are verry happy with GoDigital ."

Tobias Caldeweyher

Tribhuvan Singh

Gorakhpur, Uttar Pradesh

customer since 2017

"GoDigital is such a platform which helps IFAs to Provide better services to IFAs. Ease of operation, Detailed holding reports, Online transaction and complete white label are the best Features of it. GoDigital Is key to success"

Tobias Caldeweyher

Vijay Kumar Gour

Indore, Madhya Pradesh

customer since 2017

"The apllication is good and transaction have become paperless and time-saving via online transaction feature. Service calls have Decreased.Mobile App helps in business Developement. Why wait? Go for GoDigital "

Tobias Caldeweyher

Wealth Edu Asset Management

Hubli, Karnataka.

customer since 2016

"It makes back-end job easier, so you can give more time to your business and concentrate on expansion. As clients are moving towards digital distribution,GoDigital was the much-needed platform for distributors. I have really Good Experience."

Tobias Caldeweyher

Neha Parikh

Mumbai, Maharashtra

customer since 2018

"GoDigital is the one which helped us to provide excellent services to our clients. Detailed reports presentation and online transaction feature are really helping us to grow our business. Clients onboard within few minutes "

Tobias Caldeweyher

Maliyadri Roka

Navi Mumbai, Maharashtra

customer since 2017

"GoDigital Helps in providing effective transaction report to my clients and manual paperwork has finally come to an end. My experience with GoDigital has been satisfactory as it helped me to maintain proper records as MiS of my clients investments. My clients are verry Happy."

Tobias Caldeweyher

Vikash Kumar Baid

Kolkata, West Bengal

customer since 2017

"GoDigital is a complete solution for all clients need. It helped us to manage back-office work seamlessly. GoDigital is an amazing platform with easy to use interface, BSE Star MF integration, Excellent support service abnd reasonable cost. GoDigital For Hassle free service "

Tobias Caldeweyher

Sunil Patodia

Kolkata, Westbengal

customer since 2017

"In India, most of the population is in the age bracket of 21-45, where people use more of Internet and technology. Now-a-days, majority of people prefer online services. If IFAs like me are enabled with a Technology platform like GoDigital, we don’t have to put too much effort on the servicing part and can independently focus on our business. I am quite satisfied with GoDigital ! Online Transaction is truly amazing. The service is also good. I would recommend this product."

Tobias Caldeweyher

Vyom Srivastava

Lucknow, Uttar Pradesh

customer since 2016

"I personally recommend my clients to use more of online digital services. With the help of technology and online services, we can cater all clients, like NRI too. GoDigital platform helps in expanding business in all corners of the world. I found the Online Transacting facility very good. Having a website and a mobile app under my name is amazing. As I am getting a personal RM, my queries are addressed and resolved quickly. I am overall very happy with GoDigital"

Tobias Caldeweyher

Prafful Mankar

Nagpur, Maharashtra

customer since 2016

"I don’t have to worry about my client servicing after my subscription to the GoDigital platform. There are important activities which can be done easily with help of GoDigital platform and so I can work in a competent way.
With the help of Mobile App, my clients can view their portfolio or reports on their own.
GoDigital is helping my clients to Transact Online with ease and convenient. Auto upload of business data and transaction facility are excellent features provided by the company. No other Mutual Funds Back Office Software provider does that at such a low cost. Thanks to Kotak MF for their collaboration with Optimum. "

Tobias Caldeweyher

Govardhan Reddy

Hyderabad, Telangana

customer since 2016

"For an IFA, sending reports and investment valuation is very important. With features like clients able to view their portfolio on their own, as well as for us sending reports is so easy and convenient due to which Client Servicing has become so hassle free.
And especially with the Mobile App, existing clients as well as new clients are delighted and interested to engage with me. GoDigital is a must-have platform."

Tobias Caldeweyher

Santosh Kumar Srivastava

Varanasi, Uttar Pradesh

customer since 2016

"With the help of GoDigital, I and my clients can transact instantly wherever we are. All my client information and investment valuation is available at one click. My experience with GoDigital is first-class. My services related issues are always solved on priority."

Tobias Caldeweyher

Ranveer Sanghera

Faridabad, Haryana

customer since 2016

"Experience with GoDigital is sublime! Servicing part has improved a lot and is good now. GoDigital helps us in creating my own branding and image. That helps in marketing my business. After using the mobile app and website, my investor’s response is very good. I recommend GoDigital to other IFAs, because it’s a nice product with great features."

Tobias Caldeweyher

Shashi Sharma

Allahabad, Uttar Pradesh

customer since 2016

"GoDigital not only helped us to reduce the service cost but also helped us to reduce human interventions to stop errors. GoDigital is really helpful to meet clients expectations .After subscribing GoDigital my service have improved a lot. I Highly Recommend GoDigital "

Tobias Caldeweyher

Dhiraj Jindal

Chandigarh

customer since 2016

"Being a complete white-labeled, GoDigital Helped me to create my own brand and also helped me to grow my business. Reports are te crucial part of any investments; GoDigital provides reports with complete information to investors as well as advisor. GoDigital is a Robust Platform."

Tobias Caldeweyher

Dipankar Pattnaik

Bhubaneswar, Odisha

customer since 2017

"Clients can transact online and view their valuation on their own without depending on me is simply superb. it helps me in disengaging my self from the servicing part and less fruitful activities. I am Quite satisfied with GoDigital "

Tobias Caldeweyher

Rakesh Nigam

Varanasi, Uttar Pradesh

customer since 2017

"With the help of GoDigital i am able to serv a number of clients at a time. My Client servicing has been improved. Reporting and online transaction fetures are great. My experience with GoDigital is fantastic. GoDigital is must buy software. "

Tobias Caldeweyher

Mohit Kumar

Muradabad, Uttar Pradesh

customer since 2016

"GoDigital helped us to manage clients data efficiently and helped us to earn our clients trust to build our brand. My Clients are quite happy with the online transaction feature and highly appreciated it. My Clients are Impressed."

Tobias Caldeweyher

Wishworth Advisory

Delhi

customer since 2016

"After using GoDigital my client servicing has improved and my clients are satisfied. Its good joint initiative of Optimumand Kotak MF to Provide a best platform for IFAs GoDigital For better Growth. "

Tobias Caldeweyher

Sandeep Upadhyay

New Delhi

customer since 2016

"GoDigital Not only provide ease of doing business but also provides a personalized touch to clients. My clients are really happy as they can do fund transaction at any time with GoDigital mobile Application. GoDigital is value for money. "

Tobias Caldeweyher

Kamal Singh

Delhi

customer since 2018

"GoDigital Platform has a very supportive team to solve any difficulties.with GoDigital time can be better spent on developing and running the business. As the majoriy of the people are moving towards the online platform, GoDigital platform is the necessity for an IFA I Must say GoDigital Is best."

Tobias Caldeweyher

Shabnam Malek

Bharuch, Gujarat

customer since 2017

"GoDigital helped us to provide the best services to HNI clients and tech-savvy young clients. Our clients are amazed by our own brand name mobile app and they welcomed us for this. GoDigital is Fast and Easy to use."

Tobias Caldeweyher

Prassannaraj Shankarlal Pandyaji

Sangli, Maharashtra

customer since 2018

"Ease of operation, Convenience and flexibility given to clients will help to grow ones business.This is where GoDigita comes in. Its an outstanding platform which provides online transaction facility, Client onboarding and complete portfolio access to our clients. GoDigital Make Things Easier"

Tobias Caldeweyher

Ashwini Prasanna Kulkarni

Nashik, Maharashtra

customer since 2018

"GoDigital has reduced a lot of physical intervention and human error. It saves time and money too. Its a good initiative by Kotak MF and Optimum. Hassle free service to all clients"

Tobias Caldeweyher

Lalit Rai

Nagpur, Maharashtra

customer since 2017

"It’s Digital Era now. With the help of an online platform like GoDigital clients can also transact in any AMC and view their portfolio on the go whenever they want. I can emphasis more on expanding my business and less on service part as GoDigital takes care of that. Features like automatic updating of data, cloud base technology which makes the application reliable and I can use it wherever I have internet connectivity. I don’t have to rely on any specific computer. My experience with the GoDigital is superb."

Tobias Caldeweyher

Madhavi Gadekar

Nagpur, Maharashtra

customer since 2016

"The white labeled platform and mobile app of GoDigital is phenomenal and is helping in making me distinct in today’s tech-savvy world.
Along with the ease to understand reports, there are admirable other features as well. The online transaction facility is awesome. The price is quite affordable. I never had any issue in the service or the software and I hope such service stays forever. My experience with GoDigital is pleasingly excellent. I had nothing much to ask for."

Tobias Caldeweyher

Mukesh Purohit

Mumbai, Maharashtra

customer since 2016

"GoDigital, being a cloud based application, can be accessed from anywhere, anytime. That’s simply great The pricing is reasonable. My experience with GoDigital is good."

Tobias Caldeweyher

Dewin Kothari

Nagpur, Maharashtra

customer since 2016

" Being a completely cloud based online platform; GoDigital provides all the data which I can access from any place. That’s the major benefit.
I never found any service related issue. My RM is very good.
My experience with GoDigital has been wonderful.
GoDigital is worth the recommendation."

Tobias Caldeweyher

Amit Kumar

Faridabad, Haryana

customer since 2016

"With GoDigital platform client servicing experience has been good. I can send reports to my clients on time. My experience with
GoDigital is quite good. My investors are happy having an app in their pocket which allows them to view their portfolio or transact online anytime, anywhere."

Tobias Caldeweyher

Naresh Kumar P

Bangalore, Chennai

customer since 2015

"GoDigital platform is the key to success, if we want to be in the competition. White labeled is the best part of this product as it helps us to create a brand of our own. GoDigital helps me in reducing service cost and enhance my business. I will certainly recommend the product. I am having great experience with GoDigital product & services."

Tobias Caldeweyher

Chintan Thakkar

Mumbai

customer since 2017

" Client on -boarding becomesso easy with GoDigital and online transaction feature helps our clients to transact through their mobile app. With GoDigital, client servicing becomes very easy and time-saving. GoDigital is exceptionally Great."

Tobias Caldeweyher

Md.Moeen Ansari

Hazaribagh, Jharkhand.

customer since 2018

"Best thing is the GoDigital mobile app which helps our clients to stay updated with their portfolios and also provides online transaction facility. We are able to on-board new client within minutes without manual paperwork. To Stay Ahead, Subscribe GoDigital"

Tobias Caldeweyher

Prem Kumar

Jammu, Jammu & Kashmir

customer since 2017

"Website app as well as mobile app both are very good.GoDigital Saves time and money. GoDigital Play an important role in business growth its a great platform at a reaonable cost. I am Fully satisfied with GoDigital "

Tobias Caldeweyher

Vikas Maggo

New Delhi

customer since 2017

" Software under my own brand name, no folio limits ad details of portfolio valuation are great features. GoDigital improves my distribution service and saves a lot of time. Its a valu for money software."

Tobias Caldeweyher

Ganesh Gudve

Indore, Madhya Pradesh

customer since 2017

"We never get any kind of issue in software and its services. The support team is excellent at their work and resolve queries,If any,Quickly. E-locker , Online transaction, instant client onboarding are some of the best features. Great Experience with GoDigital."

Tobias Caldeweyher

Varun Tale

Indore, Madhya Pradesh

customer since 2017

"As adoption of technology improves client servicing, GoDigital serves that purpose. As my clients can easily access their portfolio anywhere anytime with GoDigital Mobile app, They are very happy. Such a robust platform GoDigital is "

Tobias Caldeweyher

Pravin Vilas Ghatge

Kolhapur, Maharashtra

customer since 2017

" It helps to cut down the service cost and provides the best service to our clients. Reporting and integration of BSE star MF are the best Features for GoDigital. Great product at reasonable cost."

Tobias Caldeweyher

Raghav Taparia

Mumbai, Maharashtra

customer since 2017

"Quick and very supportive relationship managers,resolves queries is no time. Complete white label with no co-branding, Easy to use interface makes GoDigital the best available product. GoDigital is a must have product."

Tobias Caldeweyher

Sanjay Jotwani

Thane, Maharastra

customer since 2016

"Clients need an online platform to make everything on their fingertips, GoDigital plays an important role. Its a complete IFA Software at an affordable cost as campared to others. Our Client servicing has improved"

Tobias Caldeweyher

Peeyoosh Rai

Palghar, Maharashtra

customer since 2017

" GoDigital is helping us to be a step ahead in the era of transition towards digitization of mutual fund industry. A new client can be on-boarded without manual paperwork within minutes. It also helps us to stay updated with clients wealth situation Its all-rounded software for IFA."

Tobias Caldeweyher

Dharendra Patil

Kolhapur, Maharashtra

customer since 2017

"In the landscape of distribution which is moving towards digital,GoDigita is must have Software for IFAs. Greate software at such an attractive cost loaded with features to facilitate an IFA. Go for GoDigital to grow more"

Tobias Caldeweyher

Harvinder Singh Wadhwa

Chandrapur, Maharashtra

customer since 2017

"With GoDigital we are reducing demographic distance and as distributor we serve clients from any corner of India as well as NRIs. The pricing is reasonable with a very nice User Interface that too under our own brand. Transactions are also pretty simple. GoDigital serves the purpose."

Tobias Caldeweyher

Naresh Patel

Mumbai, Maharashtra

customer since 2016

"Very good service with very helpful staff. I am very satisfied with the fast service. I am using this GoDigital platform since 2016 and satisfied with the same. Good features with prompt service."

Tobias Caldeweyher

Sudip Navinchandra Mehta

Rajkot, Gujarat

customer since 2016