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








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



Net Sales Champions Awards

This article features Net Sales 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

Retail Champions

AuM Growth Champions

Net Sales Champions - 2011

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Net Sales - Equity Funds

This set of awards were presented by two equity champions - Anup Maheshwari, Head of Equity & Strategy and Apoorva Shah, EVP & Senior Fund Manager, DSP Blackrock Investment Managers

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Winner - Net Sales Equity Funds, IFA East - Metros Region

Shibu Das, Gold Star Financial Services, Kolkata


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Winner - Net Sales Equity Funds, IFA North - Metros Region

R K Agrawal, Delhi


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Winner - Net Sales Equity Funds, IFA North - Non Metros Region

Kanhaiya Lal Dixit, Lucknow


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Winner - Net Sales Equity Funds, IFA South - Metros Region

Shyam Sundar, Peakalpha Investment Services, Bangalore


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Winner - Net Sales Equity Funds, IFA South - Non Metros Region

Sangamnath F Patil, Aravind Financial Services, Hubli


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Winner - Net Sales Equity Funds, IFA West - Mumbai Region

Amar Pandit, My Financial Advisor, Mumbai


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Winner - Net Sales Equity Funds, IFA West - Non Metros Region

Nilesh Gurnani, Safe Investment & Fin Services, Indore


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Winner - Net Sales Equity Funds, Regional Distributors

Lovaii Navlakhi, International Money Matters, Bangalore


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Winner - Net Sales Equity Funds, National Distributors

I I F L Wealth Management


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Winner - Net Sales Equity Funds, Bank Distributors

State Bank Of India (represented by Sanat Mishra)

Net Sales - Hybrid Funds

This set of awards were presented by Ajit Menon (EVP & Head - Sales & Marketing) and Harish Jhaveri, DSP Blackrock Investment Managers

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Winner - Net Sales Hybrid Funds, IFA North - Metros Region

R K Agrawal, Delhi


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Winner - Net Sales Hybrid Funds, IFA North - Non Metros Region

Rashmi Thukral, Varanasi (represented by A K Thukral)


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Winner - Net Sales Hybrid Funds, IFA South - Metros Region

Krishnan, Value Invest Wealth Management, Chennai


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Winner - Net Sales Hybrid Funds, IFA South - Non Metros Region

Satish Kannan, Sapthagiri Portfolio Management, Salem


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Winner - Net Sales Hybrid Funds, IFA West - Mumbai Region

Yogesh Sharma, Y S Capital, Mumbai


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Winner - Net Sales Hybrid Funds, IFA West - Metros Region

Nilakshi & Christopher Louzado, InTrust Advisors LLP, Pune


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Winner - Net Sales Hybrid Funds, IFA West - Non Metros Region

Ameet Savio Pinto, Goa


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Winner - Net Sales Hybrid Funds, Regional Distributors

SKP Securities Limited, Kolkata


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Winner - Net Sales Hybrid Funds, National Distributors

Neeraj Choksi & Jignesh Desai, NJ India Invest

Net Sales - Income Funds

The Income Funds sales awards were presented by an income fund champion - Dhawal Dalal, Head of Fixed Income, DSP Blackrock Investment Managers

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Winner - Net Sales Income Funds, IFA East - Metros Region

Dipak Jain, DSA Capital Services, Kolkata


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Winner - Net Sales Income Funds, IFA North - Metros Region

R K Agrawal, Delhi


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Winner - Net Sales Income Funds, IFA South - Metros Region

Bharadhwajan V J, Chennai


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Winner - Net Sales Income Funds, IFA South - Non Metros Region

Kala Laxman Bhandare, Belgaum


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Winner - Net Sales Income Funds, IFA West - Mumbai Region

Abhay Shah, Mumbai


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Winner - Net Sales Income Funds, IFA West - Metros Region

Bharat Phatak, Wealth Managers(India), Pune


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Winner - Net Sales Income Funds, IFA West - Non Metros Region

Mihir Kaji, Lemon Fundz, Surat


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Winner - Net Sales Income Funds, Regional Distributors

Eastern Financiers, Kolkata


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Winner - Net Sales Income Funds, National Distributors

Morgan Stanley India Fin Services


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Winner - Net Sales Income Funds, Bank Distributors

Citibank