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 technology, infrastructure and team to remain competitive.
Unfortunately, most advisers/MFDs in India continue to operate their practices singlehandedly. This puts a roadblock on growth as they have to manage all the tasks themselves. While the mutual fund industry’s asset base is seeing a healthy growth, not all MFDs are able to be participate in this growth. Thus, there is a need for advisers to come together as a single force and grow collectively.
Two veteran advisers - Amit Bivalkar and Dhruv Mehta will talk about why they decided to merge their practices and what benefits they are reaping from this collaboration. So do not miss this opportunity to interact with the two the leading voices of the industry who will share their secret sauce with you.