Direct platforms are making their presence felt in the mutual fund industry. In the first half of FY 2022, direct investments grew by 37% in T30 locations and 45% in B30 locations. Direct plans thus pose a tough competition to regular plans.
Taking this into account, the upcoming episode of ‘Lessons from the Masters’ will give us insights on the future of distribution business. Dhruv Mehta, Chairman, Sapient Wealth and FIFA will share with us some useful tips on building a future-ready business practice.
Dhruv is a Chartered Account and Cost Accountant. He looks after the financial needs of corporates, family offices and high net worth individuals. With an experience of more than twenty-five years, he has handled varied responsibilities across accounts, audit, corporate finance, investment banking and wealth management.
In conversation with K S Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF, Dhruv will address some of the most pertinent topics.
- Creating a sustainable business model amidst the growing popularity of direct plans
- Understanding and identifying value proposition
- Exploring strategic tie-ups for widening business offerings
- Meeting rising investor expectations
- Planning business succession and designing operations strategically
Additionally, MFDs can also get their specific queries resolved through the ‘QnA’ session.
MFDs can catch all the action this Thursday, Nov 11 at 4:30 pm. Click here to register.
