Wealth Forum offers you a wide array of avenues to share your thoughts and ideas
with the entire financial advisory and mutual fund industry across the country.
Start a discussion on any topic - business related or otherwise - after all, there's
more to your life than just business ! Whether its an industry issue you want to
highlight, or an update you want to share or any observation or comment on any aspect
beyond business that you'd like to share - here's your opportunity to share it with
the entire industry!
Join active discussions - check out current topics being discussed in the Forum,
participate in discussions by sharing your point of view or your observation. Make
your voice heard-its YOUR forum!
To start a new discussion, Click Here
Have an article that you’d like to publish? Your Voice now gives you an exclusive
industry platform to express yourself !
Have an incisive piece of analysis that you’d like to share with fellow advisors
across the country? A great motivational piece that can inspire industry colleagues?
Some tips on dealing with a challenging environment? Great ideas to connect better
with clients or to boost business? Something funny that can make the day of all
your friends in the industry? Or an important update that you’d like to share with
Post your article on any subject you think will be of interest to your industry
colleagues - and ensure that Your Voice reaches everybody in the industry.
To post your article, Click Here
Strike profitable business deals with industry players – only at WF Dealing Room.
Want to offer your services as a trainer to AMCs or to platform providers? Want
to offer your services for investor education programs to AMCs? Have any bonds of
your clients that you want to sell? Wish to purchase any bonds for your clients?
Have a property of a client you want to sell? Looking to rope in fellow advisors
to collectively buy property or land, which can then be sold to clients? Looking
for sales and advisory people to strengthen your team and boost growth? Looking
for operations people to manage your back office? Post your offers or requests at
Dealing Room and reach out instantly to the entire industry.
To post your offer, Click Here
Agree or disagree with any author of any article or with any spokesperson’s point
of view? Have an insight to share that can add a new dimension on a topic being
discussed in any article? You can share your views on any article on the website
by posting your comments, after identifying yourself. Ensure that your views and
perspectives on any topical issue reach the entire industry, by being an active
contributor to article comments.
Wealth Forum encourages expression of opinions and views by any stakeholder in India’s
wealth management industry – however big or small. However, along with the right
to express oneself on this industry platform, comes a responsibility to ensure relevance,
reasonableness, fair play and restraint. Accordingly, we will not publish any article
and may delete any comment which :
Contains objectionable language Contains unsubstantiated,
personalised negative comments or allegations on any individual or firm
Contain individual grievances or issues with any other stakeholder – whether its
an AMC or AMFI, or a fellow advisor or a client. This is an industry forum and not
a private forum to deal with individual grievances. Contains a fictitious
identification of the commenter. When you expect the industry to note your comments,
it is only fair that you must also allow yourself to be identified.
Products & Markets: Fund Focus1 year report card on new product conceptVenugopal Manghat takes us through the 1st year of L&T Business Cycles Fund - which has delivered strong alpha and stayed true to label of focu..
Industry Perspectives: CEO SpeakWealth creation champion celebrates 20th bir..On the occasion of its 20th anniversary, Sundeep Sikka takes us through some of the landmark achievements of Reliance MF, beyond the very impressiv..
Saturday School: BSL NipunCheck out BSL Nipun's training programs for Oct-Dec 2015 in your city and register for the program of your choice
Products & Markets: AMC SpeakIs this concept ideal for first time equity ..Union KBC's Trigger Funds auto-redeem from equity plans on meeting a pre-specified target. This allows investors to realize their gains, see the mo..
Products & Markets: AMC SpeakHere’s why you should enter rather than exit..Bull steepening of the yield curve coupled with widening corporate bond spreads mean that investors should enter corporate bond funds now, rather t..
Industry Perspectives: Advisor SpeakWho can you rely on, when selecting credit f..In this sequel to his well-received "Stay away from Chinese whispers" piece, Mr. Bond looks at the key issue of who and what you as an ad..
Marketing WizTwo smart strategies transformed his business Neeraj Chauhan's media profile and his education initiatives have seen him transform his business, penetrate into the mass-affluent segment and b..
Marketing WizA marketing solution to the challenge of dir..A marketing solution to the challenge of dealing with direct plans begins with understanding the concept of reframing value in the eyes of the cons..
Master MindNew insurance product: emotional insuranceBehavioural finance is now being productized – products and solutions are being created that help professional money managers as well as individual..
Think DebtHow shaky is the credit situation? Rahul Bhuskute believes the recent credit event in an auto ancillary company is not symptomatic of broader credit concerns in the economy. Credit..
Equity InsightsWant to pick a multi-bagger? Here’s howWhat does it take to pick a multi-bagger? Is it plain luck or is there a method to this? Anand Radhakrishnan, FT , tells us what it really takes t..
Fund GuruSell Well – Grow Well takes you through 5 examples of well-timed sales pitches on a single solution, to set you thinking on creating your top 10 sa..
CEO Speak : Biswajit Da..,KolkataCongratulations to RMF team for completing 20 years of...
MARKETING_WIZ : Ashok K.Sha..,SuratExcellent Idea...
Advisor Speak : dilip bhart..,dhanbadJignesh V Shah,
that is sabka shath some...
CEO Speak : L. Samraj..,ChennaiCongrats for splendid performance and growth in these ...
service tax refundservice tax department govt of indi...(05-Sep-2015 by shridhar dattatraya kulkarni, sangli, 1...)
Please sign the onlin...Dear Friends
Please sign the pet...(20-Mar-2015 by Financial Associates Forum, Amritsar, F...)
T15 TO B15 CLIENTMY ONE OF CLIENT MOVE TO T15 TO B15...(08-Oct-2015 by amit mittal, kolkata, 80697)
IDFC Premier Equity FundI am an investor in the said fund. ...(28-Sep-2015 by Joseph L, Chennai, trivia)
Customer Engagement :Advisor SpeakIs financial planning really the best retail..Ashish and Manish Goel of Vista Wealth, Delhi, challenge the notion that financial planning is the best retail solution, after having seen how a goal based approach is actually being implemented in the market
Industry Perspectives :Advisor SpeakBest way to get retail savers interested in ..Pawan Agarwal and Ashish Goel of DFDA make a very important point about why retail savers by and large still do not consider mutual funds. They also give the industry valuable food for thought on how mutual funds ought to be positioned in the eyes of the investor and where we are collectively g..
Industry Perspectives :Advisor SpeakThe biggest reason why retail investors keep..Jignesh V Shah, Surat, discusses what he believes is the single biggest reason that keeps retail investors away from mutual funds
Nimesh Shah CEO, ICICI Prudential AMC
Sundeep Sikka CEO, Reliance MF
Saurabh Nanavati CEO, Religare Invesco MF
Ajit Menon Executive Vice President & Head - Sales, DSP Blackrock AMC
D P Singh Executive Director & CMO Domestic Business, SBI Funds Management Pvt. Ltd
Aashish Somaiyaa MD & CEO, Motilal Oswal AMC
Build stronger and more profitable client relationships.
Practice ManagementThink BIGPractice
InsightsAdvisor SpeakAMC SpeakCEO
Customer EngagementFund GuruMasterMindMr. DependableMarketing
WizAdvisor SpeakAMC SpeakCEO
Products & Markets Think Equity Equity Insights
AMC Updates AMC Pages
Fund FocusAMC Speak
Fund TrackerInsurance TrackerIPO
Tracker Think Debt
Perspectives Industry NewsIndustry Trends
Advisor SpeakAMC Speak
CEO Speak Surveys
Saturday SchoolJargon BustersQuick
& Easy GuidesLearning LinksBirla Sun Life NipunSaturday
Network Discussion Forum
Dealing Room Your Voice
FIFA Corner Conferences
Boosters Life Lessons
Advisor Speak Awards