Unrivalled champion in distributor and investor empowerment

K S Rao

Head – Investor Education & Distributor Development

Aditya Birla Sun Life AMC



It’s a pleasure to connect with all of you through Wealth Forum at the start of a new financial year. The year gone by has been an exhilarating journey for us at ABSLMF, as I am sure it has been for each one of you. Many business milestones must have been crossed by each of you, just as we too at the Distributor Development & Investor Education unit at ABSLMF crossed many milestones ourselves. The infographic above gives you a snapshot of activities conducted by us – your very own partner in your business, knowledge and your all-round development.

We begin the new financial year in a background of a robust secular growth trend for mutual funds, but coupled with near term worries around global and domestic markets, concerns about tax law changes, about product and expense ratio rationalization and so on. When near term concerns cloud long term perspectives, that is indeed the best time for each one of you to go back to class, reinforce your conviction and transmit this conviction to your clients. Your role as a guide through your clients’ investment journeys is best demonstrated during times of volatility. We have created few new modules “Tough times don’t last but tough advisors do” ,” Practicing Goal Planning – proven path to grow your business” and “ Successful Seminar Selling & Objection handling “ to help you sail through successfully.

We at ABSLMF look forward to welcoming you to our various training and development programs during this year, to help you sharpen your knowledge edge and your advisory skills at a time when your clients will perhaps need your expertise most.

One of the ways you can easily imbibe and transmit insights to your clients is to make best use of Wealth Nuggets – the all new open architecture investor and distributor education initiative that takes our knowledge partnership with Wealth Forum to the next level. I invite all of you to browse through the engaging and enriching video based interactions featuring several successful IFAs, and share the link www.wealth-nuggets.com with your clients, prospects and team members.

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