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.
Off to a great startOff to a great startMahendra Kumar Jajoo27-Jun-2017
Strategic vs tactical asset allocationStrategic vs tactical asset al..Sachin JainMoney Gain Consultants24-Jun-2017
SEBI’s new RIA proposals humiliate MFDsSEBI’s new RIA proposals humil..Vijay VenkatramWealth Forum23-Jun-2017
Which AMCs do you have most confidence in?Which AMCs do you have most co..WF Advisor Confidence Survey 201722-Jun-2017
Hybrids overtake debt funds in advisor confidenceHybrids overtake debt funds in..WF Advisor Confidence Survey 201721-Jun-2017
India’s 10 wisest advisorsIndia’s 10 wisest advisorsWise Advice Case Competition 201721-Jun-2017
Rich insights from Mumbai’s champion IFAWiseInvest serves over 10,000 investors from over 3,000 families with a collective AuM in excess of Rs.900 crores (Rs. 760 cr in MFs and the rest i..Hemant RustagiWiseInvest Advisors19-Jun-2017
A unique platform by bankers, for bankersWe have seen many bankers turn into successful independent financial advisors over the years. We have seen bankers joining hands to build large ind..Sachin JainMoney Gain15-Jun-2017
Industry’s most consistently outperforming diversified equity fundL&T India Value Fund occupies the No.1 slot in WF’s Performance Consistency Report in the diversified equity funds category over a 5 year perio..Venugopal ManghatL&T Mutual Fund13-Jun-2017
Sachin JainMoneyGain Consultants
Vijay VenkatramWealth Forum
Hemant RustagiWiseInvest Advisors
Ranjit DaniThink Consultants
Sunil JhaveriMSJ Capital
Pradeep Kumar Jain
Harsh GahlautFinEdge Advisory
Shyam SundarPeak Alpha Investment Services
Industry Trends : sundar..,bangaloresebi is nothing but brainless copy cat,these ideas are...
Your Voice : RAMESHKUMAR..,bangaloreITS a good relief for MFD s & I am glad that once aga...
SURVEYS : Ahir..,KolkataHdfc Kolkata service is pathetic. Basic etiquette is ...
Industry Trends : Tejinder Si..,ChandigarhSebis decision regarding Ifa can be challenged in cour...
GST for Distributors.The services provided by Mutual Fun...(18-Jun-2017 by Deepak K Khurana, Pulgaon, 15783)
Viability of Asset Al...
Asset allocation Model is now a...(17-Jun-2017 by achin jain & Nitin Avasthi, Dehradun, C...)
CONVERT ARN INDIVIDUA...HI I AM PRASHANT FROM GODHRA. I AM...(05-May-2017 by PRASHANT PATEL, GODHRA, ARN-110478)
Become an Internet En...How I became Rich marketing None of...(19-May-2017 by Rahul Doshi, Kolkata, True Wealth)
Equity Insights Think of equity as your 3rd childMukesh Dedhia’s firm Ghalla Bhansali offers a unique equity experience to its investors – one that encourages clients to get fully engaged in the equity in..
Equity Insights Champion IFA shares 6 step process to crack ..Vista Wealth, one of the largest and rapidly growing retail distribution businesses in North India, is also a great incubator of practice management and cl..
Equity Insights 6 pearls of wisdom from Mumbai’s ace advisorSharing her rich equity insights, Sangeeta Jhaveri takes us through what it takes to help conservative investors to get comfortable with equity, what “hand..
Ramkumar Barchha, Rajkot
Lovaii Navlakhi International Money Matters, Bangalore
Rajesh Krishnamurthy CEO, I-Fast Financial
Shibu Das Director, Fine Advice Private Limited
Ashish Goel Vista Wealth
Rajesh Chheda Finance Factory, Panjim, Goa
Practice ManagementThink BIGAdvisor
SpeakAMC SpeakCEO SpeakStraight
TalkGamechangersWise Advice Mr. Dependable
Customer EngagementTarakki ChampionsInnovatorsMarketing
WizAdvisor SpeakAMC SpeakCEO
Products & Markets Think Equity Equity Insights
AMC Updates AMC Pages
Fund FocusAMC Speak
Fund TrackerInsurance TrackerIPO
Perspectives Industry NewsIndustry Trends
Advisor SpeakAMC Speak
CEO Speak Surveys
Saturday SchoolJargon BustersQuick
& Easy GuidesLearning LinksBirla Sun Life NipunSaturday Quiz
Network Discussion Forum
Dealing Room Your Voice
FIFA Corner Conferences
Advisor Speak Awards