Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Secrets of Practice Management Success Bharat Phatak, founder of Wealth Managers India Building a scalable advisory/MFD practice requires a clear path towards achieving your business goals. At a time when competition is heating up, marke... 3 months ago | 61 mins Thriving in an era of disruption Suresh Sadagopan, Founder, Ladder7 Financial Advisories The mutual fund advisory/distribution space has witnessed a sea change from the era of getting clients cheques/forms to now transacting through a clic... 9 months ago | 66 mins Power of collaboration Amit Bivalkar and Dhruv Mehta, Sapient Wealth With increasing competition and changing client expectations, advisers and mutual fund distributors need to equip themselves with the latest technolog... 9 months ago | 81 mins Scaling up your practice Vinod Jain, Jain Privy Client Pvt Ltd. A Gold Medallist Chartered Accountant, Vinod Jain stared his mutual fund distribution firm in 2001 after quitting his corporate job. Jain built his pr... 8 months ago | 65 mins Role of Regulations in shaping the Industry Sandeep Parekh, Finsec Law Advisors Market regulator Securities and Exchange Board of India has ushered in a series of regulations over the past few years to protect the interest of inve... 11 months ago | 48 mins
