Cafemutual spoke to industry experts Chirag Mehta, Rahul Singh, Shifali Satsangee, Saibal Biswas, and Vinay Paharia who share their views on what you should recommend to your clients.
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.