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At times, investors make untimely mutual fund redemptions which in turn adversely impacts their wealth-creation journey.
In this context, Cafemutual will host Deepit Singh who will introduce you to loans against mutual funds that can prevent your clients from making untimely redemptions especially during volatile times.
Deepit, a Bachelor of Science (Mechanical Engineering) from the University of Wisconsin - Madison and a Master's in Business Administration (Finance and Entrepreneurship) from the Indian School of Business is the founder of Abhiloans.
He has worked across various sectors as a part of his family business where he executed various large-scale projects ranging from textile manufacturing to complex infrastructure projects. Additionally, he manages fixed-income portfolios including promoter lending and private equity investments in different NBFCs.
Deepit will help you understand loans against mutual funds as a product and will address all necessary questions like:
- Why should distributors look at offering loan against mutual funds?
- Who regulates loan against mutual funds and what are the associated risks?
- What are the hidden charges involved and what kind of interest rates does it charge?
- What are the criteria to get loan against mutual funds or stocks? Which fund categories are eligible for loan against mutual funds?
- How can MFDs position these products in their clients’ portfolios?
Over and above these, you can ask your queries and solve your doubts during the QnA session.
The webinar is scheduled for May 4, 2023 at 4:30 pm.
Click here to register.
