Mutual fund handbook for IFAs /
Dalmia Brijesh
Mutual fund handbook for IFAs / Brijesh Dalmia. - 2017. - Kolkata. The Brijesh Dalmia leadership company; 2017. - 104 p . ; softbound 14x21cm
1. Opportunity in mutual funds
2. Have conviction on the mutual fund industry
3. Have a big vision
4. The four pillars
5. Invest in your business
6. All about clients
7. Multiple financial products, where to focus
8. Revenue model
9. The mantra for success - The 10/10 rule
10. Selection of AMC's & schemes
11. Control risk. follow asset allocation
12. Mapping mutual fund schemes with client needs
13. SIP is a winning strategy
14. The fear of direct
15. Time value of money
16. Time management
17. Other ideas
18. Goal sheet for next 5 years
19. FAQ's
20. Words of wisdom from successful IFAs
21. Top actionable points
978-93-5212-174-8
332.6327 / DAL
Mutual fund handbook for IFAs / Brijesh Dalmia. - 2017. - Kolkata. The Brijesh Dalmia leadership company; 2017. - 104 p . ; softbound 14x21cm
1. Opportunity in mutual funds
2. Have conviction on the mutual fund industry
3. Have a big vision
4. The four pillars
5. Invest in your business
6. All about clients
7. Multiple financial products, where to focus
8. Revenue model
9. The mantra for success - The 10/10 rule
10. Selection of AMC's & schemes
11. Control risk. follow asset allocation
12. Mapping mutual fund schemes with client needs
13. SIP is a winning strategy
14. The fear of direct
15. Time value of money
16. Time management
17. Other ideas
18. Goal sheet for next 5 years
19. FAQ's
20. Words of wisdom from successful IFAs
21. Top actionable points
978-93-5212-174-8
332.6327 / DAL