1) Get detailed information on the objective and the AR strategy behind MF selection process.
2) Our recommended basket of funds go through rigorous quantitative and qualitative parameters. Understand what they are and how it impacts your clients’ portfolios.
3) Creating and implementing MF portfolio isn’t enough. monitoring is critical. Learn more on how we do it regularly.
4) Q&A session
With over twenty three years in the BFSI sector, Sriram has a 360 degree understanding of this space - from managing bank branches to running a private wealth company as its CEO.
He brings a nuanced understanding of practically every aspect of...