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  • MF News Cafemutual announces Cafemutual Conference Wealth Management 2015

    Cafemutual announces Cafemutual Conference Wealth Management 2015

    Cafemutual Conference Wealth Management 2015 is meant exclusively for banks, national distributors, boutique wealth management firms and distributors having a nationwide presence of sub brokers.
    Team Cafemutual May 18, 2015

    After the success of Cafemutual Confluence and Cafemutual IFA Event, Cafemutual is all set to launch its third event property – Cafemutual Conference Wealth Management.

    Cafemutual Conference Wealth Management 2015 is meant exclusively for banks, national distributors, boutique wealth management firms and those having a nationwide presence of sub brokers.

    The event aims to bring fresh ideas to wealth managers to help them grow their business and advance their careers.

    Sharing the rationale of conducting this event, Prem Khatri, Founder & CEO, Cafemutual said “Wealthy clients have complex needs that require expertise beyond investment selection. Frequent regulatory changes and evolving client needs require wealth management players to transform themselves so that they are better positioned to take advantage of the several opportunities. The only way for wealth managers to grow their business and advance their career is to ensure that they get the best guidance to address unique challenges. It is in this context that we are organizing Cafemutual Conference: Wealth Management 2015.”

    The event is carefully designed with relevant topics that will help wealth managers tap the immense opportunities presented by the rapid growth of the wealthy and mass affluent and master the transformation needed in response to regulatory changes and evolving client needs. The event will cover topics on business development, practice management and client relationship management, among others.

    The event will be held on June 4 at The Sahara Star, Mumbai. Click here to get more details.

    Have a query or a doubt?
    Need a clarification or more information on an issue?
    Cafemutual welcomes all mutual fund and insurance related questions. So write in to us at newsdesk@cafemutual.com

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