Practical tips to do succession planning for clients
As trusted partners with deep insight into clients’ investments, MFDs are uniquely positioned to play a pivotal role…
This NJ MFD helps clients assess budgets, builds Rs 315 crore AUM distribution business
Arvind Latkar’s journey as a mutual fund distributor did not begin with markets or products. It began inside…
‘MFDs must do leg, brain and heart work to form great client relationships’
Hyderabad MFD Venkatesan Srinivasan of Essar Exim and Financial Services currently manages an AUM of Rs. 300 crore…
Learn how to set up a wealth manager-like practice at 4:30 on July 30
Cafemutual, in association with Wylth, is hosting a special webinar for MFDs on ‘Setting Up a Wealth Manager-Like…