For any business, survival and growth depend on 3Rs — revenue, reach and retention. And all of these factors, directly or indirectly, rely on promotion and marketing to register good performance.
The same is applicable in the mutual fund distribution business as well. Your name and message need to be continuously doing the rounds among prospective clients. Only then, you can establish a steady flow of new clients.
However, promoting a MF distribution business is not as easy as in case of most other professions. MFDs have to consider AMFI guidelines and SEBI regulations when preparing the content for promotion.
Most important among them is to remember that you cannot use terms like planning, advisory, consultancy, solutions and other such words which MFDs are prohibited from using in their names and taglines. You can refer to the whole list of prohibited words here.
In such a scenario, the best way to promote your business is to design phrases for solutions you provide without using words like advisory, consultancy and management.
We have drafted a list with examples for three most popular financial goals. You can take ideas from this list and create your own phrase to promote your business.
|
Wealth creation |
|
|
Phrases you can use |
Phrases you can't use |
|
Build wealth with us/create wealth |
Wealth creation planning |
|
Start your investment journey |
financial planning |
|
Attain financial freedom |
wealth management solutions |
|
Grow your money |
financial consulting |
|
Make money work for you |
Solutions for wealth creation |
|
Create wealth with us |
Best advice for wealth growth |
|
Say goodbye to financial worries |
Best money management |
|
Put your finances on track |
|
|
Path to prosperity |
|
|
Where money makes money |
|
|
Fast-track wealth creation |
|
|
Become financially secure |
|
|
Take control of your finances |
|
|
Hit the road to wealth creation |
|
|
Retirement |
|
|
Phrases you can use |
Phrases you can't use |
|
Happy retirement |
Best retirement planning |
|
Retire rich |
Solutions for happy retirement |
|
Worry free retirement |
Advice for perfect retirement |
|
Dream retirement |
|
|
Early retirement |
|
|
Tension-free retirement |
|
|
Children's Marriage |
|
|
Children's dream marriage made easy |
Marriage planning |
|
Make your child's wedding a grand one |
Solutions for children's marriage |
|
Fund your child's grand wedding with ease |
Plan the best possible marriage for your children |
