Should Mutual Fund Distributors get into Holistic Financial Planning | Event in NA | Townscript
Should Mutual Fund Distributors get into Holistic Financial Planning | Event in NA | Townscript

Should Mutual Fund Distributors get into Holistic Financial Planning

Aug 27 '22 | 11:30 AM (IST)

Event Information

Since the onset of Direct Plans in Mutual Funds, there has been a sharp decline in business coming thru Mutual Fund Distributors, and on the contrary, the Direct Plan AUM has gone up.

You may accept it or not but the naked truth is that you may use the fancy term of calling yourself a Mutual Fund Distributor (MFD) but the client still treats you as an AGENT.

Your Clients value your Knowledge, Advice & Credibility more than anything else…....

With the passage of time as clients are becoming increasingly more aware and they are having financial goals which they want to achieve in life. And with the financial goals in their mind, they are also realizing the need not just to invest in Mutual Funds but to have a holistic financial plan so that they can achieve their desired goals in life.

This brings you an opportunity to Transition from MF Agent to a Financial Planner.

Join us for an Exclusive Session as we share the Opportunities, Benefits and Roadmap for Mutual Fund Distributors like you to be a Financial Planner

Event Schedule

Date: 27th August 2022 (Saturday)
Time: 11:30 AM - 12:30 PM

This is an Online Event to be hosted on Zoom. The joining link will be shared with you after you register.

Speaker



Mr. Rajesh Kumar Singh
  • Director of ICOFP, India’s biggest CFP Education Partner of FPSB USA.
  • An Associate Chartered Accountant from ACCA, London (UK).
  • An Alumnus of prestigious Institute MDI Gurgaon.
  • A Seasoned Finance Professional with 20 Yrs of Industry Experience.
  • Has worked with the biggest financial companies like ICICI, HDFC, IFCI.
  • Has been a successful FINTECH Entrepreneur as well.

Venue

This event is hosted on Online Event Host Img
You will receive joining details after the registration.
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Established in 2002 by Bajaj Capital Ltd, ICoFP offers super specialised education in finance with 2 centrally located campus in Delhi & Mumbai. ICoFP has received 7+ awards for its industry linked curriculum and excellence in financial planning and analysis education. It has empowered 12000+ alumni
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