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



AuM Growth Champions Awards

This article features AuM Growth 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

Retail Champions

AuM Growth Champions - 2011

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Growth in SIP AuM

This set of awards was presented by Ajit Menon (EVP and Head of Sales & Marketing) and Anupam Saxena (Retail Sales Head), DSP Blackrock Investment Managers

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Winner - Growth in SIP AuM, IFA East - Non Metros Region

Pallav Bagaria, Guwahati


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Winner - Growth in SIP AuM, IFA North - Metros Region

Surya Bhatia, Asset Managers, Delhi


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Winner - Growth in SIP AuM, IFA North - Non Metros Region

Ashish Modani, Jaipur


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Winner - Growth in SIP AuM, IFA South - Metros Region

B. Srinivasan, Shree Sidvin, Bangalore


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Winner - Growth in SIP AuM, IFA West - Mumbai Region

Vinod Jain, Jain Investment Planner, Mumbai


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Winner - Growth in SIP AuM, IFA West - Metros Region

Bharat Phatak, Wealth Managers(India), Pune


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Winner - Growth in SIP AuM, IFA West - Non Metros Region

Vijay Hede & Anish Albuquerque, Shivranjani Securities Company, Goa


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Winner - Growth in SIP AuM, Regional Distributors

Eastern Financiers, Kolkata


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Winner - Growth in SIP AuM, National Distributors

Neeraj Choksi & Jignesh Desai, NJ India Invest


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Winner - Growth in SIP AuM, Bank Distributors

HDFC Bank


Growth in AuM (Equity + Hybrids)

Growth in AuM is perhaps what matters most - and befittingly, this set of awards was presented by S. Naganath, President & CIO, DSP Blackrock Investment Managers

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Winner - Increase in AuM, IFA East - Metros Region

Surendra Kumar Bagaria, Kolkata


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Winner - Increase in AuM, IFA East - Non Metros Region

Bharat Soneja, Kalyani


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Winner - Increase in AuM, IFA North - Metros Region

Surya Bhatia, Asset Managers, Delhi


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Winner - Increase in AuM, IFA South - Metros Region

Arun Kumar, A K Associates, Bangalore


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Winner - Increase in AuM, IFA South - Non Metros Region

Sangamnath F Patil, Aravind Financial Services, Hubli


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Winner - Increase in AuM, IFA West - Mumbai Region

Yogesh Sharma, Y S Capital, Mumbai


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Winner - Increase in AuM, IFA West - Metros Region

Bharat Phatak, Wealth Managers(India), Pune


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Winner - Increase in AuM, IFA West - Non Metros Region

Vijay Hede & Anish Albuquerque, Shivranjani Securities Company, Goa


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Winner - Increase in AuM, Regional Distributors

Lovaii Navlakhi, International Money Matters, Bangalore


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Winner - Increase in AuM, National Distributors

ICICI Securities (represented by Manmeet Khurana & Raj Ratnam Trivedi)


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Winner - Increase in AuM, Bank Distributors

HDFC Bank