In today’s episode of Breaking Barriers, Building Wealth with Cafemutual, Roopa Venkatkrishnan, Director Sapient Wealth Advisors & Brokers and Secretary, FIFA takes us through the different types of women clients.
Existing investors with name and date of birth (DOB) mismatch between PAN and MF folio should immediately rectify their details to transact in mutual funds.
Dr V Anantha Nageswaran, Chief Economic Advisor, Government of India advises financial advisors to focus on building long term relationship with clients.
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