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| Wealth Forum Advisor Awards - 2011 |
23rd March 2012 |
Wealth Forum Advisor Awards - 2011 Distributor Of The Year Awards Wealth Forum Platinum Circle Re-think your customer on-boarding strategy 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 Wealth Forum Platinum Circle Re-think your customer on-boarding strategy 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 Wealth Forum Platinum Circle Re-think your customer on-boarding strategy 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 Wealth Forum Platinum Circle Re-think your customer on-boarding strategy 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 Wealth Forum Platinum Circle Re-think your customer on-boarding strategy 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 Wealth Forum Platinum Circle Re-think your customer on-boarding strategy 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 Wealth Forum Platinum Circle Re-think your customer on-boarding strategy 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 Wealth Forum Platinum Circle Re-think your customer on-boarding strategy 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 Wealth Forum Platinum Circle Re-think your customer on-boarding strategy 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 Distributor Of The Year Awards Wealth Forum Platinum Circle Re-think your customer on-boarding strategy 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 |
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| Distributor of the Year Awards | ||||
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The Wealth Forum Advisor Awards - 2011 event was held on 23rd March 2012 at Mumbai. Over 150 advisors from 35 cities from across the country as well as representatives of leading national distributors and banks were present at the event. Wealth Forum Advisor Awards - 2011 was presented exclusively by DSP Blackrock Investment Managers. In its 3rd edition, the basic format and categories of the Wealth Forum Advisor Awards have remained unchanged. What did change was that instead of presenting the regional IFA awards in each region, this time around, all the regional winners were also invited to the Wealth Forum Platinum Circle Advisors Conference and a combined awards event was held on 23rd March 2012, to enable winners from across India to share a common platform. The Wealth Forum Advisor Awards recognise exemplary efforts by mutual fund distributors in spreading the investment habit among Indians using the mutual funds route. Industry level data for the financial year ended March 2011 was considered to arrive at the following award categories : A. Net Sales Champions 1. Net Sales - Equity Funds 2. Net Sales - Hybrid Funds 3. Net Sales - Income Funds B. Retail Champions 4. Growth in live SIPs 5. Growth in investor folios C. AuM Growth Champions 6. Growth in SIP AuM 7. Growth in overall AuM (Equity + Hybrids) D. Distributor of the Year The distributor of the year award is based on the average of performances across all the 7 categories - and therefore represents a truly all-round performance on all key parameters that are critical for the development of the MF industry. There are 4 distribution channels recognised in these awards :
Within the IFA channel, 9 regions have been created, to ensure that performance from across India gets duly recognised. The 9 regions are :
Vijay Venkatram, Director, Wealth Forum describes the format and categories of awards in the Wealth Forum Advisor Awards - 2011.
S. Nagnath, President & CIO, DSP Blackrock Investment Managers addresses the gathered advisors, shares his business and market perspectives and wishes all nominees all the best for the ensuing awards ceremony This article features the most coveted awards of the evening - the Distributor of the Year 2011 awards. Details of other awards are available here : Distributor of the Year 2011
The senior management team of DSP Blackrock take the stage to give away the most coveted set of awards for the evening - the Distributor of the Year 2011 awards. Team DSP Blackrock sends out a strong message by coming up on the dias in full strength to honour the winners - a moment that all award winners will surely cherish for a long time
Distributor of the Year, IFA East - Metros Region Anindya Mandal, Ruby Financial Services, Kolkata
Distributor of the Year, IFA East - Non Metros Region Pallav Bagaria, Guwahati
Distributor of the Year, IFA North - Metros Region Surya Bhatia, Asset Managers, Delhi
Distributor of the Year, IFA North - Non Metros Region Ashish Modani, Jaipur
Distributor of the Year, IFA South - Metros Region A K Associates, Bangalore
Distributor of the Year, IFA South - Non Metros Region Sangamnath F Patil, Aravind Financial Services, Hubli
Distributor of the Year, IFA West - Mumbai Region Hemant Rustagi, Wiseinvest Advisors, Mumbai
Distributor of the Year, IFA West - Metros Region Bharat Phatak, Wealth Managers(India), Pune
Distributor of the Year, IFA West - Non Metros Region Kirit Shah, Kinjal Consultancy, Surat
Distributor of the Year IFA All India Surya Bhatia, Asset Managers, Delhi
Distributor of the Year, Regional Distributors Lovaii Navlakhi, International Money Matters, Bangalore
Distributor of the Year, National Distributors NJ India Invest (represented by Neeraj Choksi and Jignesh Desai)
Distributor of the Year, Bank Distributors State Bank Of India (represented by Sanat Mishra)
Mr. E. Chandrashekaran of ECS Consultants Hyderabad called the two youngest invitees at the awards ceremony to present a momento to Wealth Forum at the conclusion of the conference and the awards event. The inscription read as follows : " Presented to Mr. Vijay Venkatram and his Wealth Forum Team on recognising their extraordinary efforts and commitment in enabling the growth of all stakeholders of MF industry, with whole-hearted appreciation by Wealth Forum Platinum Circle Advisors at Wealth Forum Platinum Circle Advisors Conference, Mumbai, 23Mar12." |
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