Mistakes to Avoid in Mutual Funds

Oct 10 '21 | 04:00 PM (IST)

Event Information

"As a finance professional, you know that Mutual Funds are the most commonly invested financial product. The marketing slogans of Mutual Fund Sahi Hai, Mutual Fund Aasan hai may have worked in favour but is Investing in Mutual Funds so simple ???

DEFINITELY NOT!!

As a financial advisor, when an investor reaches out to you to invest in Mutual Funds, he doesn't want you to just SELL him some Mutual Funds, rather as a finance expert, you are expected to know your client's goals, risks, objectives, investment horizons, do asset allocation and then research to pick the right funds.

How as a Financial Advisor or a Financial Planner you can make your client's mutual fund investing far more rewarding and relevant, thats the key question."

"This Session with Anupam Roongta, One of India's best known Mutual Funds Experts and Man behind the famous - Mutual Funds Excellence Program, will change your outlook to Mutual Funds selling & investing.

Hear out Mr Anupam Roongta Live as he talks about how you can advise your clients making the best decisions of Mutual Funds Investing."

WHAT WILL YOU LEARN IN THE WEBINAR

"As a financial advisor, how do you assess if your Fund Manager has skin-in-the-game?
Which categories of Mutual Funds you should avoid investing in (no matter how tempting they look)
Which plan will suit you better - A direct vs. Regular plan? How & Why?
Types of advisory services available and how as a Financial Planner you offer the best Mutual Fund Advice
How to transition yourself from an MFD to a full-fledged Financial Planner"

WEBINAR SCHEDULE

Date: 10th October (Sunday)

Time: 4:00 PM

Speaker