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  • Events Learn the ropes of targeting young India today at 4.30 pm

    Learn the ropes of targeting young India today at 4.30 pm

    In the upcoming episode of ‘Lessons from the Masters’, Goa MFD Dr. Celso Fernandes will share tips on acquiring and engaging millennial clients.
    Team Cafemutual Mar 18, 2021

    An independent study shows that India has at least 400 million of the millennial population. Besides, a minimum of 40% of the total workforce is believed to be from this generation.

    In fact, CAMS report shows that millennials constituted 47% of the total new investor base in 2019. 

    The forthcoming episode of ‘Lessons from the Masters’ brought to you by Aditya Birla Sun Life Mutual Fund is dedicated to this promising segment- millenials. K S Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF will be seen interacting with Dr Celso Fernandes of Nave Marg Financial Consultant.

    Dr. Celso enjoyed a successful career as a dentist and operated through two clinics and a lab in Goa. He was also appointed as the president of the prestigious Indian Dentistry Association (IDA). In 2008, he decided to take the leap and become a financial advisor. While MFDs generally aspire to acquire wealthy or affluent investors, Dr Celso believes millennials offer huge business potential for MFDs.

    Here is what you can expect in this episode of the popular webinar series:

    • Understand the millennial mindset
    • Ideas to de-jargonise mutual funds for millenials
    • Strategies to engage this unique segment
    • Build a rapport with this digital generation

    The episode will go live this Thursday, 18 Mar 21 at 4:30 pm.

    Click here and take one step closer to the millennials.  

    Have a query or a doubt?
    Need a clarification or more information on an issue?
    Cafemutual welcomes all mutual fund and insurance related questions. So write in to us at newsdesk@cafemutual.com

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