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IDFC Mutual Fund has launched a new client engagement program called Suraksha-In-Progress (SIP) for B30 IFAs to help them connect with clients on Raksha Bandhan and Independence Day.
Under this campaign, IFAs can send a greeting card to their clients wishing them Happy Raksha Bandhan and Independence Day. IDFC MF will send this card directly to advisors so that they could share it with their existing and new clients (the card will have the advisor's name). The fund house believes that such a gesture will help advisors reconnect meaningfully with their clients.
In a press release, Gaurab Parija, Head – Sales & Marketing, IDFC AMC said that, “Suraksha-In-Progress (SIP) is a concept that will connect well with both IFAs and Investors. As our country becomes more financially literate, we see a natural progression where people are moving from being savers to investors. However, with market volatility, the guidance provided by IFAs become invaluable to investors to stay on track and continue their SIPs. IDFC Mutual Fund is glad to partner with these IFAs and provide them an avenue to connect with investors.”
Currently, IDFC MF manages AUM of Rs.89209 crore as on July 2019.
