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| Wealth Forum Advisor Awards - 2010 : Northern Region | ||
Building on the successful launch of the Wealth Forum Advisor Awards in 2009, we have considerably scaled up the awards in 2010 to make it more inclusive - without changing the essence and spirit of the awards.
The Wealth Forum Advisor Awards are an industry first recognition of distributors and advisors who have done a commendable job in promoting the savings and investment habit among Indians using mutual fund products. The awards are purely objective, numbers based. No subjective element, no interviews, no biases. If you've done well during the year, you are recognised for your efforts.
Performance is recognised at a pan-industry level (data from CAMS and Karvy) - this is not about sales performance for any one AMC or one NFO - its about efforts during the financial year Apr 09 - Mar 10, across all MF products, across AMCs.
This year, we have introduced more performance criteria and expanded the scope to make it much more inclusive. North Zone has been divided into two regions :
Delhi / NCR region
North (ex-Delhi) region
Three broad types of awards in each region :
- Growth Champion of the Year - an advisor who has grown the fastest during the year in a particular category
- Fund Champion of the Year - an advisor who is the largest at the end of the year in a particular category
- IFA Of The Year - is a true all rounder - one who has displayed commendable growth across all performance categories covered in the Growth Champion of the Year awards
Performance categories for Growth Champion of the Year :
Highest Net Sales - Equity Funds
Highest Net Sales - Hybrid Funds
Highest Net Sales - Income Funds
Highest New SIPs registered
Highest increase in investor folios
Highest growth in AuM (Equity+Hybrids)
Performance categories for Fund Champion of the Year :
Highest live SIPs (Mar 10)
Highest live investor folios (Mar 10)
Highest AuM (Equity +Hybrids) - Mar 10
IFA of the Year Award
Based on a weighted average of all the categories listed earlier.
The IFA of the Year is a true all rounder - one who has displayed commendable growth across all performance categories covered in the Growth Champion of the Year awards
The performance criteria recognise different business models - by recognising size and growth - not just in AuM terms - but also in terms of retail penetration (folios, SIPs).
Important caveats :
Filtering out corporate investors :
It is always a challenge to weed out corporate investors with their own ARN code and recognise only genuine advisors. To put in an objective criterion to filter out corporate investors, we have introduced a common filter : only ARN holders with at least 1000 live folios across CAMS and Karvy (all products) will be eligible for this recognition
All awards are recognised at an ARN level and not group level
It is impossible for us to identify groups across the country, accurately
The regulator is also anyway urging advisors to avoid multiple ARNs
The Winners of the Wealth Forum Advisor Awards - 2010 - North Zone are :
The awards ceremony gets off to a rousing start…..
The Wealth Forum Advisor Awards 2010 - North Zone were presented by SBI Mutual Fund. Our sincere gratitude to SBI MF for supporting this initiative.
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| A bhangra performance to kick start the evening festivities….. | ||
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| Vijay Venkatram, Director, Wealth Forum guides participants through the awards criteria, methodology and categories | ||
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| Srinivas Jain, CMO, SBI Funds Management welcomes participants to the awards ceremony and wishes all participants the very best for the awards. | The energy and enthusiasm is infectious - advisors join the performers and shake a leg | |
North (Ex-Delhi) Region Awards
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| The first award of the evening - Deepak Kumar Shukla, Kanpur, receiving the award from D.P.Singh, National Sales Head, SBI Funds Management and Srinivas Jain, with Vijay Venkatram looking on. Deepak Kumar Shukla bagged two awards : Highest Net Equity Funds Sales - Runner Up IFA of the Year - 2nd Runner Up | Ajay Kumar Bagda, Jaipur is a proud Winner of the Growth Champion of the Year - Highest Net Sales - Equity Funds award. | |
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Brijbhushan Marwaha, Jalandhar wins the Runner Up - Highest Net Sales - Hybrid Funds award |
P.K. Sinha of Deep Management & Eco Consultants, Kanpur receives the first of his four awards of the evening. Deep Management swept the North- Ex Delhi category with four prestigious awards :
Winner - Highest Net Sales - Hybrid Funds Winner - Highest Growth in AuM (Equity + Hybrids) Winner - Highest AuM (Equity + Hybrids) - March 2010 1st Runner Up - IFA OF THE YEAR |
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Abhinav Mehta, Jodhpur picks up two awards - including the BIG one:
Runner Up - Highest Net Sales - Income Funds WINNER - IFA OF THE YEAR |
Ashish Modani, SLA Investment Centre, Jaipur takes away a handful of awards for his splendid efforts during the year :
Winner - Highest New SIPs Registered Runner Up - Highest Growth in Investor Folios Runner Up - Highest Live SIPs - March 2010 2nd Runner Up - IFA OF THE YEAR |
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Sanjeev Kumar Gupta, Jammu (represented by his father Subhash Chandra Gupta) picks up two important awards : Winner - Highest Growth in Investor Folios Runner Up - Highest Live Investor Folios - March 2010 |
Iqbal Singh of Innovative Consultants, Chandigarh (represented by Rahul Bhatia, NCR Head, Innovative Consultants) picks up two awards :
Runner Up - Highest Growth in AuM (Equity+Hybrids) Runner Up - Highest AuM (Equity+Hybrids) - March 2010 |
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Abhinesh Kumar of Infinity Finserve, Lucknow bags the Winner - Highest Live SIPs - March 2010 award |
Sharad Bindal of BFC Capital, Lucknow bags the Winner - Highest Live Investor Folios - March 2010 award | |
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| Winners all : North (Ex-Delhi) Region award winners | Highest Net Sales - Equity Funds award……. | |
Delhi / NCR Region Awards
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| Winners all : North (Ex-Delhi) Region award winners | Ashish Chadha and the Chadha Investments team pick up the Runner Up - Highest Net Sales - Equity Funds award……. | |
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…and the team's joy knows no bounds when they pick up the BIG award of the evening : WINNER - IFA OF THE YEAR |
Vinita Idnani, Capital League receives the WINNER - Highest Net Sales - Equity Funds award | |
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Rakesh Kumar Agrawal picks up three prestigious awards :
Winner - Highest Net Sales - Hybrid Funds Winner - Highest Growth in AuM (Equity+Hybrids) Winner - Highest AuM (Equity+Hybrids) - March 2010 |
Monica & Sunil Jhaveri of MSJ Capital & Corporate Services win the Runner Up - Highest Net Sales - Income Funds award | |
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Hitesh Jain of KJH Financial Services bags the Winner - Highest Net Sales - Income Funds award |
Ashish and Manish Goel of Goel Financial Consultants needed all their four hands to carry back their awards for a great job done during the year :
Runner Up - Highest New SIPs Registered Winner - Highest Growth in Investor Folios Runner Up - Highest Live SIPs - March 2010 Runner Up - Highest Live Investor Folios - March 2010 |
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Dr Nair from Invest Care is all smiles - why won't he be - after winning these prestigious awards : Winner - Highest New SIPs Registered Runner Up - Highest Growth in Investor Folios Winner - Highest Live SIPs - March 2010 Winner - Highest Live Investor Folios - March 2010 |
Ravi Kohli of Bluechip Capital Services picks up two awards :
Runner Up - Highest AuM (Equity+Hybrids) - March 2010 2nd Runner Up - IFA OF THE YEAR |
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Surya Bhatia of Asset Managers picks up the 1st Runner Up - IFA OF THE YEAR award |
The big boys (and girls) of Delhi / NCR region strike a happy pose with their awards | |
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