Today, women have made a mark for themselves professionally while handling their personal commitments seamlessly. Further, the traditional belief that women typically take a back seat when it comes to finances also appears to be changing. CAMS reported that 24% of 1.7 lakh millennial investors in FY 2019 were women, which hints at their increasing participation in finances.
As more and more women focus on education, there is an increased likelihood of improved participation in the mutual fund industry. This also indicates growing business opportunities for MFDs and makes it imperative for them to understand what women clients seek from their MFDs/advisors.
Keeping this in mind, the upcoming episode of Lessons from Masters brought to you by Aditya Birla Sun Life Mutual Fund and Cafemutual is curated to help MFDs acquire and retain women clients. KS Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF will be seen conversing with Vinita Idnani, Partner, Capital League.
Vinita has been in the wealth management space for almost three decades. At Capital League, she has been guiding many women to make sound financial decisions. Before Capital League, Vinita was associated with HSBC for 12 years, where she played a key role in setting up HSBC Premier for top clients. She is a Certified Financial Planner from FPSB, USA and a Commerce Hon. Graduate from Delhi University. Vinita featured in the Association of International Wealth Management’s list of India’s Top 100 Women in Finance, 2020.
The upcoming episode assures to address some of the most relevant topics like -
- The approach that women take towards money
- Tips on identifying and acquiring women clients
- What do women clients seek from their advisors?
- Things to keep in mind while dealing with women clients
- Tips on building long-lasting customer relationship with women clients
The episode is scheduled for this Thursday, June 3, 2021 at 4.30 pm.
You may click here to register a seat for understanding women clients better.
