Would you recommend close-end equity funds to your clients ?
How many times in a year one needs to interact with clients to retain their loyalty?
More than 6 times in a year
19%
Which category of equity funds are you recommending currently to your clients?
How many clients are willing to pay to a fee?
Which is the best way to build your client base?
Direct mail/e-mailers
19%
In the current environment, which debt fund would you recommend to your clients?
Short & Ultra-Short term funds
29%
In your opinion, what should be the minimum net worth requirement of AMCs?
Same as now – Rs 10 crore
29%
Do RMs of AMCs present their products and investment philosophy well?
Regarding marketing to the wealthy, which is the biggest challenge?
Getting access to them
29%
Developing expertise and skills
52%
Gaining their confidence
19%
What are your views on marketing MFs to youth ?
Their investing capacity is low
29%
Don’t know how to tap them
52%
I am tapping them already
19%
Will you take up stock exchange membership for Rs. 10,000 for selling MFs?
Are you recommending RGESS to your clients?
What impact will the Union Budget have on capital markets?
What impact will the Union Budget have on capital markets?
With ref. to the new SEBI Investment Advisers Regulations, what will you do?
Register as Investment Adviser
29%
Continue with status quo
52%
