Mutual fund handbook for IFAs / Brijesh Dalmia.

By:

Dalmia Brijesh

Material type: Text

TextPublication details: Kolkata. The Brijesh Dalmia leadership company; 2017.Edition: 2017Description: 104 p . ; softbound 14x21cmISBN:

978-93-5212-174-8

DDC classification:

23 332.6327 DAL

Contents:

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

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Holdings
Item type	Current library	Collection	Call number	Status	Date due	Barcode
Books	Tetso College Library Economics	Non-fiction	332.6327 DAL (Browse shelf(Opens below))	Available		9733

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

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