Kolkata-based Ask Circle will hold its ninth Mutual Fund Round Table (MFRT) Conference in Mumbai. Themed ‘Sustainable scale up’, this three-day-long learning event will be held from August 4, 2017 to August 6, 2017.
Sharing the rationale behind organising this event, Kanak said, “As the market is touching new highs, it is a major concern whether we will be able to sustain current growth. This event will provide tips to distributors on how to sustain this growth. The event will provide skills and technological help to advisors to carry their journey forward in such changing times,” says Kanak.
On the first day, Coach & Motivational Speaker, Himanshu Buch will speak on ‘Life is a celebration’. Financial Coach PV Subramanyam will speak on retirement solutions.
Industry’s top guns will talk on a number of topics which will help advisors get a grip on what is coming next and how to handle it.
Top CEOs will discuss on the consistent inflows and how the flows can be sustained. Leo Puri, MD, UTI MF, Nimesh Shah, MD, ICICI Prudential MF, Sundeep Sikka MD and CEO, Reliance Nippon Life MF and Mr Chandresh Nigam, CEO, Axis MF will participate in this panel.
While S Naren, CIO, ICICI Prudential MF will speak on the use of technology with asset re-balancing, Suraj Kaeley, President – Sales and Marketing, UTI MF will give ideas on how IFAs can create legacy for next generation. Similarly, Sunil Singhania, Global Head Equities, Reliance Capital will speak on the topic, ‘Life beyond 10,000’ and Karan Datta, CBO, Axis MF on ‘Challenges in good times’.
On day two, industry experts such as Prashant Jain, CIO, HDFC AMC , Navneet Munot, CIO, SBI MF, Nilesh Shah, CEO, Kotak Mahindra AMC, Vishal Kapoor, CEO, IDFC AMC, Sanjay Sapre, President, Franklin Templeton Investments and Sunil Subramaniam, CEO Sundaram MF will speak on investment management, attitude management and practice management.
On the concluding day, Ask circle will hold an exhibition titled ‘MFRT Exibeta’ with 27 stalls. “This exhibition will help distributors understand technical tools, learn how to conduct IAPs and improve communication skills. In addition, there will be stalls of various education institution offering certification courses. Advisors can avail a discount of 20% if they enrol for the courses through Exibeta,” says Kanak.
Suresh Mohta, President, Ask Circle and Bhavesh Shah, Secreatery, Ask Circle are expecting over 2000 IFAs to visit the program.