What works best for you in acquiring new clients apart from referrals?
What has been your biggest challenge in acquiring new clients?
Difficult to convert prospects into clients
36%
Competition from direct plan platforms
49%
High cost of marketing and branding
15%
What has been your biggest challenge in acquiring new clients?
Difficult to convert prospects into clients
46%
Competition from direct plan platforms
37%
High cost of marketing and branding
17%
As regards Portfolio Management Services (PMS), what is your status
Not selling PMS but considering it seriously
42%
Not selling PMS and not considering it either
34%
How many seats will the BJP led NDA win in 2024 Lok Sabha election?
AMCs can pay trail commission to the new distributor if investors initiate transfer of their assets. How will this impact you?
Markets are scaling new heights. What will you tell your clients who have lumpsum money?
Insurance will no longer be tax exempted if the total annual premium exceeds Rs.5 lakh. How will it impact insurance industry?
How is the Union Budget 2023 for the markets?
Which asset class is likely to outperform in 2023?
With debt yields back on track, which category of debt funds you are likely to recommend?
Considering not so good performance of debt funds, what are you recommending your clients for medium term goals (3-4 years)?
What do you think about the concept of apprentice MFDs?
With debt funds delivering less than FD returns, what are you recommending to clients:
