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About the awards
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. Performance of all the four key distribution channels - banks, national distributors, regional distributors and IFAs - have been recognized.
For IFAs, we gave away the regional awards in June-July 2010. The event on December 3rd, 2010 was the annual event for all 4 distribution channels.
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
- Distributor 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
Distributor of the Year Award :
Based on a weighted average of all the categories listed earlier.
The Distributor 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 Winners of the Wealth Forum Advisor Awards - 2010 :
| Growth Champion Of The Year | Distribution Channel |
Winner |
Runner Up |
Highest Net Sales - Equity Funds |
I F A - All India |
Dhruv Mehta |
Milestone Financial Advisory |
Regional Distributors |
Prudent Corporate Advisory |
Eastern Financiers |
|
National Distributors |
N J India Invest |
ICICI Securities |
|
Banks |
Axis Bank |
State Bank Of India |
|
Highest Net Sales - Hybrid Funds |
I F A - All India |
Rakesh Kumar Agarwal |
Wealth Managers (India) |
Regional Distributors |
Prudent Corporate Advisory |
SKP Securities |
|
National Distributors |
DSP Merrill Lynch |
Bajaj Capital |
|
Banks |
Citibank |
HDFC Bank |
|
Highest Net Sales - Income Funds |
I F A - All India |
Yogesh J Shah |
KJH Financial Services |
Regional Distributors |
Wealth Advisors India |
Sundaram Finance |
|
National Distributors |
ICICI Securities |
JM Financial Services |
|
Banks |
HDFC Bank |
Kotak Mahindra Bank |
|
Highest New SIPs Registered |
I F A - All India |
Jain Investment |
Nikhil Naik |
Regional Distributors |
Prudent Corporate Advisory |
Eastern Financiers |
|
National Distributors |
N J India Invest |
Karvy Stock Broking |
|
Banks |
State Bank Of India |
HDFC Bank |
|
Highest Increase in Investor Folios |
I F A - All India |
Dipankar Das |
Chandrakant Parekh |
Regional Distributors |
Prudent Corporate Advisory |
Sundaram Finance |
|
National Distributors |
N J India Invest |
ICICI Securities |
|
Banks |
State Bank Of India |
HDFC Bank |
|
Highest Increase in AuM (Equity + Hybrids) |
I F A - All India |
Wealth Managers (India) |
Suvridhi Capital Markets |
Regional Distributors |
Prudent Corporate Advisory |
Eastern Financiers |
|
National Distributors |
N J India Invest |
Aditya Birla Money Mart |
|
Banks |
HDFC Bank |
HSBC |
|
| Fund Champion Of The Year | Distribution Channel |
Winner |
Runner Up |
Highest Live SIPs |
I F A - All India |
Jain Investment |
Ghalla & Bhasali Securities |
Regional Distributors |
Prudent Corporate Advisory |
Eastern Financiers |
|
National Distributors |
N J India Invest |
Karvy Stock Broking |
|
Banks |
HDFC Bank |
State Bank Of India |
|
Highest Live Investor Folios |
I F A - All India |
Right Choice Securities |
ECS Consultants |
Regional Distributors |
Prudent Corporate Advisory |
Eastern Financiers |
|
National Distributors |
N J India Invest |
Karvy Stock Broking |
|
Banks |
HDFC Bank |
State Bank Of India |
|
Highest AuM (Equity+Hybrids) |
I F A - All India |
Wealth Managers (India) |
Brainpoint Investment Centre |
Regional Distributors |
Prudent Corporate Advisory |
Eastern Financiers |
|
National Distributors |
N J India Invest |
JM Financial Services |
|
Banks |
HDFC Bank |
H S B C |
|
| Distributor Of The Year | Distribution Channel |
Winner |
Runner Up |
Distributor Of The Year |
I F A - All India |
WiseInvest Advisors |
2nd : Finest Wealth Managers |
3rd : Chadha Investments |
|||
Distributor Of The Year |
Regional Distributors |
Prudent Corporate Advisory |
2nd : Eastern Financiers |
3rd : Wealth Advisors India |
|||
Distributor Of The Year |
National Distributors |
N J India Invest |
2nd : Aditya Birla Money Mart |
3rd : ICICI Securities |
|||
Distributor Of The Year |
Banks |
Axis Bank |
2nd : State Bank Of India |
3rd : H S B C |
The Awards Ceremony begins (December 3rd, 2010) …..
Sudipto Roy, Business Head, Principal Mutual Funds - presenters of the national edition of the Wealth Forum Advisor Awards 2010 - welcomes guests to the awards function
Vijay Venkatram, Director, Wealth Forum announcing the awards as Sudipto Roy and Bharat Sakhuja, Retail Sales Head, Principal Mutual Funds, look on
A packed audience comprising some of the finest talent in the Indian wealth management industry - across AMCs, distributors and advisors
Milestone Financial Advisory, Ahmedabad bags the runner-up award for Highest Net Sales - Equity Funds - IFA Channel
Sudeep Poddar of Eastern Financiers, Kolkata collects a rich haul in the Regional Distributor
Channel awards including :
Runner Up - Highest Net Sales - Equity Funds
Runner Up - Highest New SIPs registered
Runner Up - Highest Growth in AuM
Runner Up - Highest Live SIPs
Runner Up - Highest Live Investor Folios
Runner Up - Highest AuM
The kings of the Regional Distributor Category - Sanjay Shah and Shirish Patel of Prudent
Corporate Advisory Services, Ahmedabad sweep the RD category awards :
Winner - Highest Net Sales - Equity Funds
Winner - Highest Net Sales - Hybrid Funds
Winner - Highest New SIPs registered
Winner - Highest Growth in Investor Folios
Winner - Highest Growth in AuM
Winner - Highest Live SIPs
Winner - Highest Live Investor Folios
Winner - Highest AuM
Winner - Distributor Of The Year - Regional Distributors Channel
Axis Bank won two key awards in the Bank channel, signalling their arrival as a key fund distributor :
Winner - Highest Net Sales - Equity Funds
Winner - Distributor Of The Year - Bank Channel
Neeraj Choksi and Jignesh Desai of NJ India Invest sweep the National Distributor category awards :
Winner - Highest Net Sales - Equity Funds
Winner - Highest New SIPs registered
Winner - Highest Growth in Investor Folios
Winner - Highest Growth in AuM
Winner - Highest Live SIPs
Winner - Highest Live Investor Folios
Winner - Highest AuM
Winner - Distributor Of The Year - National Distributors Category
Nitin Rao of HDFC Bank walked up to the dias several times that evening to collect
a rich haul of awards including :
Runner Up - Highest Net Sales - Hybrid Funds
Winner - Highest Net Sales - Income Funds
Runner Up - Highest New SIPs registered
Runner Up - Highest Growth in Investor Folios
Winner - Highest Growth in AuM
Winner - Highest Live SIPs
Winner - Highest Live Investor Folios
Winner - Highest AuM
Madhusudan Rao and his team at State Bank Of India are a happy lot - SBI picked
up a bag full of awards - clearly demonstrating that the powerhouse is now on the move…..
Runner Up - Highest Net Sales - Equity Funds
Winner - Highest New SIPs registered
Winner - Highest Growth in Investor Folios
Runner Up - Highest Live SIPs
Runner Up - Highest Live Investor FoliosV
1st Runner Up - Distributor Of The Year - Bank Channel
Sourabh Kumar of Citibank receives the award for Winner - Highest Net Sales - Hybrid Funds - Bank Channel
Rakesh Kumar Agarwal, Delhi, wins the award for Highest Net Sales - Hybrid Funds - IFA Channel
Bharat Phatak of Wealth Managers (India), Pune receives 3 awards - the largest haul
in the IFA channel - including :
Runner Up - Highest Net Sales - Hybrid Funds
Winner - Highest Growth in AuM
Winner - Highest AuM
ICICI Securities turned in an impressive performance, picking up 4 awards in the
National Distributors category :
Runner Up - Highest Net Sales - Equity Funds
Winner - Highest Net Sales - Income Funds
Runner Up - Highest Growth in Investor Folios
2nd Runner Up - Distributor Of The Year - National Distributors category
H S B C picks up 3 awards in the Bank channel :
Runner Up - Highest Growth in AuM
Runner Up - Highest AuM
2nd Runner Up - Distributor Of The Year - Bank Channel
Vatsala Pasricha of SKP Securities accepts the award for Runner Up - Highest Net Sales - Hybrid Funds - Regional Distributors Channel
Rajiv Bajaj and Anjaneya Gautam of Bajaj Capital receive the award for Runner Up - Highest Net Sales - Hybrid Funds - National Distributors Channel
Unmesh Kulkarni of DSP Merrill Lynch receives the award for Winner - Highest Net Sales - Hybrid Funds - National Distributors Channel
Hitesh Jain of KJH Financial Services, Delhi receives the award for Runner Up - Highest Net Sales - Income Funds - IFA Channel
Rahul Jyothi Kumaran of Sundaram Finance receives 2 awards in the Regional Distributors
Channel including :
Runner Up - Highest Net Sales - Income Funds
Runner Up - Highest Growth in Investor Folios
Wealth Advisors India picked up two awards in the Regional Distributors category :
Winner - Highest Net Sales - Income Funds
2nd Runner Up - Distributor Of The Year - Regional Distributors category
Rajesh Jha of Jain Investment, Mumbai picks up both the SIP awards in the IFA category :
Winner - Highest New SIPs registered
Winner - Highest Live SIPs
Karvy Stock Broking picked up three awards in the National Distributors category :
Runner Up - Highest New SIPs registered
Runner Up - Highest Live SIPs
Runner Up - Highest Live Investor Folios
Sandeep Garodia of Suvridhi Capital Markets, Kolkata wins the Runner Up - Highest Growth in AuM - IFA Channel award
Mukesh Dedhia of Ghalla & Bhansali Securities, Mumbai receives the award for Runner Up - Highest Live SIPs - IFA Channel
E. Chandrashekaran of ECS Consultants, Hyderabad receives the award for Runner Up - Highest Live Investor Folios - IFA Channel
Brainpoint Investment Centre, Mumbai receives the award for Runner Up - Highest AuM - IFA Channel
Major Ashish Chadha of Chadha Investments, Delhi receives the award for 2nd Runner Up - Distributor Of The Year - IFA Channel
Hemant Rustagi of WiseInvest Advisors, Mumbai receives the coveted award : Winner - Distributor Of The Year - IFA Channel
Hemant Rustagi and his happy team at WiseInvest Advisors with their coveted award
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