In today’s session of Breaking Barriers, Building Wealth Rina Nathani, Chief Business Officer, Quantum Mutual Fund shares ideas for MFDs to acquire women clients
In today’s session of Breaking Barriers, Building Wealth, Roopa Venkatkrishnan, Director - Sapient Wealth Advisors & Brokers and Secretary, FIFA talks about how MFDs can approach women clients and gain their trust.
The new learning series will feature leading women MFDs and MF professionals who will share their insights on bringing in new women clients, managing their expectations and more.