UTI MF along with CNBC-TV18’s hosted the tenth edition of Financial Advisor Awards in Mumbai on July 10.
The awards aim to recognize financial advisors who have been creating value for investors by exploring new trends, opportunities and strategies in the highly volatile markets. Over 44,000 applications were judged based on quantitative and qualitative factors to shortlist the winners.
As many as 30 awards were given to IFAs, regional distributors, banks and national distributors. The awards also recognised advisors and institutions who had done meaningful work in spreading financial literacy.
Imtaiyazur Rahman, Wholetime Director & Acting CEO, UTI MF said, "Financial Advisor Awards is an initiative that recognise the critical role that financial advisors play in the India’s wealth creation. These awards recognize the untiring efforts of the financial advisors in the industry growth. This platform brings the financial advising community into focus and is dedicated to serving their cause by providing recognition and rewards for them. UTI started the FAA initiative for its business partners and the UTI Swatantra initiative for the investors in the year 2009, when there was a lot of turmoil in the mutual fund industry. This was the time when we felt the need to be closer to our investors and our partners, and help them in navigating the difficult times. "
Here are the award winners under various categories:
IFA and RIA
| Award Category | Winners - 2018-19 |
| Best Performing Individual Financial Advisor - Cities (Tier 2) (North) | Maloo Investwise Pvt.Ltd |
| Best Performing Individual Financial Advisor - Cities (Tier 2) (East) | Wealth Impression LLP |
| Best Performing Individual Financial Advisor - Cities (Tier 2) (West) | Dhananjay Manohar Kale |
| Best Performing Individual Financial Advisor - Cities (Tier 2) (South) | Domingo John Rohan Rebello |
| Best Performing Individual Financial Advisor - Up Country (North) | Karan Agarwal |
| Best Performing Individual Financial Advisor - Up Country (West) | Harjindarkaur Wadhawan |
| Best Performing Individual Financial Advisor - Up Country (South) | Datta Prabhakar Kanbarge |
| Best Performing Individual Financial Advisor - Emerging | Abhimanyu Sharma |
| Best Performing Individual Financial Advisor - Mega Cities (North) | Capital League |
| Best Performing Individual Financial Advisor - Mega Cities (East) | Saibal Biswas |
| Best Performing Individual Financial Advisor - Mega Cities (West) | Roopa Venkatkrishnan |
| Best Performing Individual Financial Advisor - Mega Cities (South) | Purplepond Investment Advisory Pvt Ltd |
| Best Performing Individual Financial Advisor - Women (North) | Shifali Satsangee |
| Best Performing Individual Financial Advisor - Women (East) | MINT BOX ADVISORY LLP |
| Best Performing Individual Financial Advisor - Women (West) | Shubhangi Gopal Pai |
| Best Performing Individual Financial Advisor - Women (South) | Dilzer Consultants |
| Best Performing Individual Financial Advisor - Women (South) | InvestAscent Wealth Advisors Pvt Ltd |
| Best Performing Registered Investment Advisor | Guardian Capital Investment Advisors Private Limited |
Regional financial advisor
| Award Category | Winners - 2018-19 |
| Best Performing Regional Financial Advisor - (North) | Complete Circle Consultants Pvt Ltd |
| Best Performing Regional Financial Advisor - (East) | SKP Securities Limited |
| Best Performing Regional Financial Advisor - (West) | Wealth First Port Folio Managers Ltd |
| Best Performing Regional Financial Advisor - (South) | Cerebral Advisors |
National distributors and bank
| Award Category | Winners - 2018-19 |
| Best Performing National Financial Advisor - Equity Broker | HDFC Securities Ltd |
| Best Performing National Financial Advisor - Retail | Integrated Enterprises (India) Pvt Ltd |
| Best Performing National Financial Advisor - Institutional | Mata Securities India Pvt. Ltd |
| Best Performing National Financial Advisor - Wealth Distributor | Wealth Whispers |
| Best Performing National Financial Advisor - Online | FINWIZARD TECHNOLOGY PVT LTD |
| Best Performing Bank | HDFC Bank Ltd |
Financial education
| Award Category | Winners - 2018-19 |
| Grand Jury Award for work done towards financial education and inclusion - Institution | ICICI Bank |
| Grand Jury Award for work done towards financial education - Individual | InvestAscent Wealth Advisors Pvt Ltd |
Heartiest congratulation to all the winners from Cafemutual.
