MFD Chokkalingam Palaniappan of Prakala Wealth, Chennai, MFD Nafees Ahmed, Patna and MFD Ram Gaikwad, Pune share their insights on acquiring new clients.
From DIY investors to college students, MFDs talk to us about their target investor segment for 2024. They also share with us the rationale behind it and their approach to acquire them.
Ashish Modani of SLA Financial Solutions, Bhanu Prasad, Deepak Khemani, Sandeep Bhushetty of Chatur Investments and Viral Bhatt of Money Mantra share their point of view on finfluencers.
Seven MFDs - Amarnath Lal, Balvir Chawla, Bhupendra Ketkar, Hemant Kale, K.V. Balaji, Neepa Khatri and Veena Malgaokar run Finnovator Solutions, which manages close to Rs.1100 crore in MF assets.
At the recently held Cafemutual Big League Awards, Kolkata MFD Mukesh Dokania has won two coveted awards: Equity Champion - All India and Equity Champion - East.
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