SUBSCRIBE NEWSLETTER
  • Change Language
  • English
  • Hindi
  • Marathi
  • Gujarati
  • Punjabi
  • Tamil
  • Telugu
  • Bengali
  • MF News This MFD charges fees for IAPs and yet gets 100 attendees every week

    This MFD charges fees for IAPs and yet gets 100 attendees every week

    In the upcoming episode of ‘Lessons from the Masters' webinar series, learn lessons on client acquisition from Rajesh Sodhani of Sodhani Investments.
    Team Cafemutual Jan 19, 2021

    Have you ever charged fees from people to attend IAP sessions?

    Rajesh Sodhani of Sodhani Investments Jaipur charges fees from people to attend his IAP sessions and yet he gets at least 100 attendees every Saturday, many of whom become his clients!

    In the upcoming episode of Lessons from the Masters, Rajesh Sodhani, Founder, Sodhani Investments and K.S. Rao, Head – Investor Education and Distribution Development, ABSL MF will share tips to help you master the art of acquiring clients and retaining them for life. He will share his experience of acquiring over 2000 clients in just 6 years.

    Rajesh started his journey as a mutual fund distributor in 2014. In this short time span of 6 years, he has gathered an AUA of close to Rs 200 crore. 

    The webinar will go live on Jan 21 at 4.30 p.m.

    Aditya Birla Sun Life Mutual Fund is supporting this series.

    What to expect?

    • Proven strategies and actionable tips to acquire clients and retain them for life 
    • Using social media to increase visibility
    • Conducting IAPs to acquire new clients
    • The art of conducting online sessions
    • Chance to have your queries directly addressed by the master

    Click here to register.

     

     

    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

    Click to clap
    Disclaimer: Cafemutual is an industry platform of mutual fund professionals. Our visitors are requested to maintain the decorum of the platform when expressing their thoughts and commenting on articles. Viewers are advised to refrain from making defamatory allegations against individuals. Those making abusive language or defamatory allegations will be blocked from accessing the web site.
    3 Comments
    ravikumar · 3 years ago `
    Are MFD allowed to give IAP?
    Please clear my doubt.
    AGK · 3 years ago
    Why not ... The new SEBI guidelines specifically allows broadcasting advice to a large number of people over any channel of communication deemed fit. They are only against specific one on one advice.
    ravikumar · 3 years ago
    means, If I start a youtube channel I can give product specific knowledge or over all industry information?
    Reply
    Login or Sign up to post comments.
    More than 2,07,000 of your industry peers are staying on top of their game by receiving daily tips, ideas and articles on growth strategies. Join them and stay updated by subscribing to Cafemutual newsletters.

    Fill in the below details or write to newsdesk@cafemutual.com and subscribe to Cafemutual Newsletter now.