imgbd Advisor Speak : Straight Talk

Secret of success in retail fund distribution business

Brijesh Dalmia, Dalmia Advisory, Kolkata

18th Janurary 2016

In a nutshell

In the 6th edition of his Masterstroke series of IFA education videos, Brijesh discusses what it takes to succeed in retail fund distribution - a business that many IFAs write off as unviable.

Brijesh says the key is to focus on selling SIPs to 200 families. If you stay focused on accumulating 200 SIP families, you will discover that you now have 800 live SIPs, which at the current industry average size of SIPs, will give you a SIP book of Rs. 25 lakhs - thus setting you up nicely on the road to success in retail fund distribution.

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