Wealth Forum Advisor Awards - 2011

23rd March 2012

Wealth Forum Advisor Awards - 2011

Distributor Of The Year Awards

Net Sales Champions Awards

Retail Champions Awards

AuM Growth Champions Awards



Wealth Forum Platinum Circle
Advisors Conference, March 2012

Re-think your customer on-boarding strategy
to drive retail penetration

Retail penetration : moving from dream to reality

Shape your practice to align with emerging trends

Differentiate yourself to win market share

Get your clients to actually act on your advice

Are you truly independent and truly an advisor?

How to build, motivate and retain your team








Wealth Forum Advisor Awards - 2011

Distributor Of The Year Awards

Net Sales Champions Awards

Retail Champions Awards

AuM Growth Champions Awards



Wealth Forum Platinum Circle
Advisors Conference, March 2012

Re-think your customer on-boarding strategy
to drive retail penetration

Retail penetration : moving from dream to reality

Shape your practice to align with emerging trends

Differentiate yourself to win market share

Get your clients to actually act on your advice

Are you truly independent and truly an advisor?

How to build, motivate and retain your team



Wealth Forum Advisor Awards - 2011

Distributor Of The Year Awards

Net Sales Champions Awards

Retail Champions Awards

AuM Growth Champions Awards



Wealth Forum Platinum Circle
Advisors Conference, March 2012

Re-think your customer on-boarding strategy
to drive retail penetration

Retail penetration : moving from dream to reality

Shape your practice to align with emerging trends

Differentiate yourself to win market share

Get your clients to actually act on your advice

Are you truly independent and truly an advisor?

How to build, motivate and retain your team








Wealth Forum Advisor Awards - 2011

Distributor Of The Year Awards

Net Sales Champions Awards

Retail Champions Awards

AuM Growth Champions Awards



Wealth Forum Platinum Circle
Advisors Conference, March 2012

Re-think your customer on-boarding strategy
to drive retail penetration

Retail penetration : moving from dream to reality

Shape your practice to align with emerging trends

Differentiate yourself to win market share

Get your clients to actually act on your advice

Are you truly independent and truly an advisor?

How to build, motivate and retain your team



Wealth Forum Advisor Awards - 2011

Distributor Of The Year Awards

Net Sales Champions Awards

Retail Champions Awards

AuM Growth Champions Awards



Wealth Forum Platinum Circle
Advisors Conference, March 2012

Re-think your customer on-boarding strategy
to drive retail penetration

Retail penetration : moving from dream to reality

Shape your practice to align with emerging trends

Differentiate yourself to win market share

Get your clients to actually act on your advice

Are you truly independent and truly an advisor?

How to build, motivate and retain your team








Wealth Forum Advisor Awards - 2011

Distributor Of The Year Awards

Net Sales Champions Awards

Retail Champions Awards

AuM Growth Champions Awards



Wealth Forum Platinum Circle
Advisors Conference, March 2012

Re-think your customer on-boarding strategy
to drive retail penetration

Retail penetration : moving from dream to reality

Shape your practice to align with emerging trends

Differentiate yourself to win market share

Get your clients to actually act on your advice

Are you truly independent and truly an advisor?

How to build, motivate and retain your team



Wealth Forum Advisor Awards - 2011

Distributor Of The Year Awards

Net Sales Champions Awards

Retail Champions Awards

AuM Growth Champions Awards



Wealth Forum Platinum Circle
Advisors Conference, March 2012

Re-think your customer on-boarding strategy
to drive retail penetration

Retail penetration : moving from dream to reality

Shape your practice to align with emerging trends

Differentiate yourself to win market share

Get your clients to actually act on your advice

Are you truly independent and truly an advisor?

How to build, motivate and retain your team








Wealth Forum Advisor Awards - 2011

Distributor Of The Year Awards

Net Sales Champions Awards

Retail Champions Awards

AuM Growth Champions Awards



Wealth Forum Platinum Circle
Advisors Conference, March 2012

Re-think your customer on-boarding strategy
to drive retail penetration

Retail penetration : moving from dream to reality

Shape your practice to align with emerging trends

Differentiate yourself to win market share

Get your clients to actually act on your advice

Are you truly independent and truly an advisor?

How to build, motivate and retain your team



Wealth Forum Advisor Awards - 2011

Distributor Of The Year Awards

Net Sales Champions Awards

Retail Champions Awards

AuM Growth Champions Awards



Wealth Forum Platinum Circle
Advisors Conference, March 2012

Re-think your customer on-boarding strategy
to drive retail penetration

Retail penetration : moving from dream to reality

Shape your practice to align with emerging trends

Differentiate yourself to win market share

Get your clients to actually act on your advice

Are you truly independent and truly an advisor?

How to build, motivate and retain your team








Wealth Forum Advisor Awards - 2011

Distributor Of The Year Awards

Net Sales Champions Awards

Retail Champions Awards

AuM Growth Champions Awards



Wealth Forum Platinum Circle
Advisors Conference, March 2012

Re-think your customer on-boarding strategy
to drive retail penetration

Retail penetration : moving from dream to reality

Shape your practice to align with emerging trends

Differentiate yourself to win market share

Get your clients to actually act on your advice

Are you truly independent and truly an advisor?

How to build, motivate and retain your team








Wealth Forum Advisor Awards - 2011

Distributor Of The Year Awards

Net Sales Champions Awards

Retail Champions Awards

AuM Growth Champions Awards



Wealth Forum Platinum Circle
Advisors Conference, March 2012

Re-think your customer on-boarding strategy
to drive retail penetration

Retail penetration : moving from dream to reality

Shape your practice to align with emerging trends

Differentiate yourself to win market share

Get your clients to actually act on your advice

Are you truly independent and truly an advisor?

How to build, motivate and retain your team



Retail Champions Awards

This article features Retail Champions awards for 2011. Other articles in this 4 part series are :

Details of award categories as well as overall distributor of the year awards

Net Sales Champions

AuM Growth Champions

Retail Champions - 2011

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Growth in SIPs

This set of awards was presented by Aditi Kothari, Executive Vice President, DSP Blackrock Investment Managers

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Winner - Growth in SIPs, IFA East - Metros Region

Anindya Mandal, Ruby Financial Services, Kolkata


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Winner - Growth in SIPs, IFA East - Non Metros Region

Suman Kumar Thakur, Ranchi


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Winner - Growth in SIPs, IFA North - Metros Region

Ashish Goel, Vista Wealth Consultants, Delhi


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Winner - Growth in SIPs, IFA North - Non Metros Region

Ashish Modani, Jaipur


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Winner - Growth in SIPs, IFA South - Metros Region

E. Chandrashekaran, E C S Consultants, Hyderabad


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Winner - Growth in SIPs, IFA South - Non Metros Region

Anita and Datta Prabhakar Kanbargi, Belgaum


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Winner - Growth in SIPs, IFA West - Mumbai Region

Vinod Jain, Jain Investment Planner, Mumbai


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Winner - Growth in SIPs, IFA West - Non Metros Region

Pramod Saraf, Swan Finance, Indore


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Winner - Growth in SIPs, Regional Distributors

Eastern Financiers, Kolkata


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Winner - Growth in SIPs, National Distributors

Neeraj Choksi and Jignesh Desai, NJ India Invest


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Winner - Growth in SIPs, Bank Distributors

HDFC Bank

Growth in Investor Folios

This set of awards was presented by Rajagopal Ramamoorthy (CAO) and Harsh Kothari (CFO) of DSP Blackrock Investment Managers

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Winner - Increase in Investor Folios, IFA East - Metros Region

Anindya Mandal, Ruby Financial Services, Kolkata


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Winner - Increase in Investor Folios, IFA North - Metros Region

Chadha Investments, Delhi


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Winner - Increase in Investor Folios, IFA North - Non Metros Region

Ashish Modani, Jaipur


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Winner - Increase in Investor Folios, IFA South - Metros Region

E. Chandrashekaran, E C S Consultants, Hyderabad


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Winner - Increase in Investor Folios, IFA South - Non Metros Region

Anita & Datta Prabhakar Kanbargi, Belgaum


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Winner - Increase in Investor Folios, IFA West - Mumbai Region

Wiseinvest Advisors, Mumbai


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Winner - Increase in Investor Folios, IFA West - Metros Region

Bharat Phatak, Wealth Managers(India), Pune


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Winner - Increase in Investor Folios, IFA West - Non Metros Region

Kirit Shah, Kinjal Consultancy, Surat


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Winner - Increase in Investor Folios, Regional Distributors

Eastern Financiers, Kolkata


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Winner - Increase in Investor Folios, National Distributors

Neeraj Choksi & Jignesh Desai, NJ India Invest


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Winner - Increase in Investor Folios, Bank Distributors

HDFC Bank