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As 2024 is soon to start, what are the 2 key trends that MFDs/RIAs should look out for and how can they prepare themselves for the same?
While India’s growth story remains strong, markets continue to be volatile with sharp swings due to global uncertainties. In such a scenario, we believe that the demand for more stable products will go up. Many investors are starting to choose less risky and high-quality investment products over return generating volatile products. In this regard, MFDs/RIAs can play a key role in educating and providing various mutual fund options across the spectrum of risk-return depending on the risk appetite of investors.
Next, building and nurturing a long-term relationship to be a trusted financial guide of your client will be paramount in growing distribution business. This will mean delivering beyond performance and understanding goals and emotional situations that drive investment decisions for individuals and families.
How does Quantum MF look at strengthening its bond with distributors? Any initiatives in the pipeline?
We are looking to engage with distributors and partners at a grassroot level to provide them with the tailor-made support that they need to grow and nurture their business. Our ‘Path to Partnership’ events in cities across the country is a key initiative where fund managers share insights and train partners on an ongoing basis.
Talking about the upcoming Cafemutual Ideas Fest (CIF 24), we are glad to have Quantum MF as the title partner. What do you have to say about this partnership?
We are thrilled to be the title partner for CIF 24.
CIF 24 brings together industry leaders to share ideas and discuss current trends that provide a unique opportunity for all participants and attendees to network, learn and grow. Moreover, renowned speakers will share insightful expertise, upcoming trends and useful suggestions with the attendees.
CIF 24 is themed 'Shaping your future - Ideas|Insights|Practices'. What is your view on the theme and why should MFDs and other industry participants attend CIF 24?
We believe that the theme is spot on and the need of the hour making it a ‘must attend’ event for industry participants who are looking to position themselves for a golden future.
About CIF 24
CIF 24 is a one-day event which will give you ample ideas, insights and practices that you can use to create a strong distribution business model. It will also equip you to identify and inculcate the skills needed for being future-ready.
It is slated for February 23, 2024 and will be held at Taj Lands End, Mumbai.
Visit www.cafemutualevents.com to know more and register.