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.