The rising popularity of direct platforms is a wake-up call for MFDs to redesign their business practices. Innovative ideas and fresh perspectives can help in creating a sustainable business model.
To help MFDs take their business to the next level, the upcoming episode of ‘Lessons from the Masters’ will host Dhruv Mehta, Chairman, Sapient Wealth and Foundation of Independent Financial Advisors (FIFA) who will share expert tips on building a future-ready business model.
Dhruv, a Chartered Accountant and Cost Accountant by qualification, helps corporates, family offices and high net worth individuals to plan their finances better. He has worked in diverse segments - audit, corporate finance, investment banking & wealth management and is armed with 25 years of experience.
Dhruv in conversation with K S Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF, will cover some of the most relevant topics.
- Creating a sustainable business model
- 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, he would also take up queries from MFDs during the ‘QnA’ session.
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