Quantum Mutual Fund has launched Jimmy’s Vision, a new initiative for distributors that will address all your queries related to the mutual fund industry – taxation and GST, SEBI rules, policies and nomenclature, goal based solutions and so on.
This means you can ask questions on almost anything and everything including composition scheme of GST, reverse charge mechanism, ideal asset allocation strategy, which category of funds to recommend. Just remember, you cannot ask questions related to competitive products.
Sharing the rationale for this, Jimmy Patel, CEO, Quantum MF said, “Many IFAs face business issues such as how to receive withheld commission, how to opt for composition scheme, and so on. They do not know where to go and how to resolve these business related issues. Hence, Quantum Mutual Fund has decided to come out with a help desk dedicated to financial advisors to resolve their business issues and queries.”
You can send your queries to Jimmysvision@QuantumAMC.com. The fund house will respond to your queries within 7 working days depending on the complexity of the matter. The fund house has a team of experts to deal with your business related issues.
Here is the list of topics you could send your queries on:
- SEBI rules, policies, nomenclature
- Taxation/GST queries and concerns
- Mutual fund industry trends and updates
- Role of financial partners in the MF advisory business space
- Mutual funds sahi hai, kyun? (IAP related queries)
- Goal based solutions
- Quantum MF features – Quantum cosmos, Certified Financial Guardian and platform and philosophy
