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  Will SEBI enforce RIA as the intermediation model?
At the recently held 6th annual Wealth Forum Platinum Circle Advisors Conference on July 17th and 18th 2015, leaders of the distribution world expressed their opinions on how they see the RIA regulations progressing and whether it is prudent for distributors to take a working assumption that RIA is indeed likely to be the intermediation model of the future. Here is how leaders of the distribution world see the “writing on the wall”.
04-Aug-2015

This is how we must engage with our regulator
Imagine a situation where AMFI, FIAI, FIFA, IFA Galaxy, KAMFA and all other IFA associations, come together on a single platform and speak with one voice with the regulator and the Government on all matters that impact any part of the MF ecosystem.
29-Jul-2015
 

  Global depression or secular bull market?
5 of India’s finest minds in the fund management industry brainstormed on global and domestic market trends and shared great insights with over 250 of India’s leading IFAs from 45 cities across the country on how they should help investors navigate through these volatile times.
20-Jul-2015

Are IFAs truly independent and truly advisors?

Are you truly independent and truly an advisor? Puneet Chaddha of HSBC AMC makes a thought-provoking presentation


10-Apr-2012
 

  How to get clients to actually act on your advice

Raghav Iyengar of ICICI Prudential MF discusses how to get your clients to actually act on your advice


07-Apr-2012


Shape your practice to align with emerging trends, advises Ajit Menon of DSP Blackrock
30-Mar-2012
 

  Retail penetration : moving from dream to reality
Retail penetration : moving from dream to reality. Wealth Forum Platinum Circle advisors deliberate and share insights in a panel discussion.
28-Mar-2012

Re-think customer on boarding to drive retail penetration
Re-think your customer on-boarding strategy to drive retail penetration, advises Navin Tewari of Birla Sun Life AMC
27-Mar-2012
 

  3rd Annual Wealth Forum Platinum Circle Advisors Conference
The 3rd annual Wealth Forum Platinum Circle Advisors Conference was held on 23rd March 2012 at Mumbai
23-Mar-2012


The 2nd Annual Wealth Forum Platinum Circle Advisors Conference was held on 3rd & 4th December, 2010 at Mumbai
03-Jan-2011
 

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