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Markets have been erratic and MF returns have not been great in the past 15
SEBI is squeezing payouts in order to protect investor interest
MF's are approaching clients directly via direct plans
Mr. Aashish P. Somaaiyaa, CEO, Motilal Oswal Mutual Fund
Explore some non-traditional and disruptive IFA business models
Learn how they overcame challenges across market cycles
Get inspired to think beyond the normal
Panelists:
Mr. Manish Shah, Founder & CEO, Big Decisions
Mr. Harsh Gahlaut, CEO, FinEdge
Mr. Sanjeev Sinha, Executive Managing Director, KuniUmi Asset Management
Mr. PV Subramanyam, Trainer, Author, and blogger @ www.subramoney.com
Moderator: Mr. Rahul Parikh, Head, Aditya Birla MyUniverse
Has the Investor Awareness drive been successful so far?
Beyond hoardings - How AMC's and IFA's need to collaborate in order to educate
Sustainable strategies to take MF's to B15 cities without imploding due to overheads distribution costs
Building trust - Challenges in dealing with first time investors
Panelists:
Mr. G. Pradeepkumar, CEO, Union KBC MF
Ms. Aditi Kothari, EVP & Head Marketing, DSP BlackRock
Mr. Rajendran C VR, CEO, AMFI
Jaideep Bhattacharya, MD and CEO, Top3choice.com
Moderator: Mr. Aashish P. Somaaiyaa, CEO, Motilal Oswal Mutual Fund
Sankaran Naren, CIO, ICICI Prudential AMC
Mental barriers to investing success
Why even intelligent clients succumb to the same traps time and again?
How to set expectations with your clients – prevention is better than cure?
How IFA's should educate their client base on correct investing principles?
Is over communicating a few simple messages the key to success?
Mr. Nikhil Naik, Chief Growth Officer, NaikWealth Planners
One on One with Leo Puri, Managing Director, UTI Asset Management Co. Ltd.
Can advice ever be truly conflict free?
Challenges faced by IFA's on the road to providing conflict free advice
Is the industry 'missing the woods for the trees' by over-regulating distribution, or is it in the interest of the overall ecosystem to continue doing so?
How the industry can come together to create a win-win between distributors and clients?
Panelists:
Mr. Killol Pandya, Head Fixed Income, Peerless Mutual Fund
Mr. Ranjeet S. Mudholkar, Vice Chairman & CEO, FPSB
Mr. Lovaii Navlakhi, Founder & CEO, International Money Matters
Mr. Suresh Soni, CEO, DHFL Pramerica Mutual Fund
Moderator: Clifford Alvares, Senior Associate Director (Editorial), BW Businessworld
How can marketing, sales and operations seamlessly integrate to enhance the number of new clients sourced?
How can AMC's contribute to the scalability of IFA's?
Implementing disruptive and traditional client retention strategies
The role of systems and processes in scalability
Managing the customer life cycle and ensuring a long term relationship
Increasing referral business from existing clients
Panelists:Mr. Swarup Mohanty, CEO, Mirae Asset
Mr. Anthony Heredia, CEO, Baroda Pioneer MF
Mr. Rajesh Kumar Sodhani, Founder, Sodhani Investment
Mr. Vikaas M. Sachdeva, CEO, Edelweiss Asset Management
Moderator: Rajeev Ranjan Jha, Editor, Nivesh Manthan
Where is the MF distribution profession heading in the next decade?
What do you need to do in order to be future ready?
Why 80% of IFA's will be redundant by 2020?
Technologies that IFA's need to embrace and drive with urgency
The question of fees- to charge of not to charge?
Panelists:
Mr. Rajesh Krishnamoorthy, CEO, iFAST Financial India
Mr. Brijesh Dalmia, Founder, Dalmia Advisory Services
Dr. Mohit Batra, Founder & CEO Marketsmojo-marketsmojo.com
Moderator: Mr. Lovaii Navlakhi, Founder & CEO, International Money Matters
Is Goal Alignment the proverbial 'silver bullet' for MF distribution?
How distributors can leverage technology to keep their clients aligned to their goals?
How to use a Financial Planning approach to distribute MF's?
Goal Planning is easy but Goal Ownership is ridiculously difficult - how can distributors overcome this hurdle?
Panelists:Mr. Ronak Hindocha, Founder, IFANow
Mr. Anthony Heredia, CEO, Baroda Pioneer MF
Moderator: Mr. Aniruddha Bose, Director, FinEdge & Editorial Consultant, BW Businessworld
On paper, an SIP based distribution model seems fantastic. In reality, serious challenges abound.
Is the current commission structure conducive to SIP sales? Is it sustainable and feasible?
The importance in post-sales service for keeping SIP's running to the point where their trail income becomes meaningful and claw backs don't hurt.
Panelists:Ms. Priya Sunder, Director, PeakAlpha Investments
Mr. Dhruv L Mehta, Independent Financial Advisor
Mr. Ronak Hindocha, Founder, IFANow
Moderator: Mr. Aniruddha Bose, Director, FinEdge & Editorial Consultant, BW Businessworld
Why do some distributors have high quality books (low redemptions, transfers out and SIP stoppages) while some struggle?
How important is maintaining a high quality book in the context of building out a long term distribution business?
Using behavioral psychology to enforce good investment habits within your client base
Leveraging technology to maintain a high quality book
Panelists:
Mr. Shyam Sunder, Managing Director, PeakAlpha Investments
Mr. Asit Bhansali, Director, FIFA
Mr. Nilesh Shah, Managing Director, Kotak Mahindra Mutual
Mr. Sunil Jhaveri, Chairman, MSJ Capital
Moderator: Mr. Brijesh Dalmia, Founder, Dalmia Advisory Services
How costless transaction processing systems and SaaS based models and killing transactional differentiation?
How technology has influenced the distribution business over the past half decades and what successful IFA's have done to keep up?
What technologies IFA's need to adapt as soon as they leave the room?
How technology can be leveraged to increase IFA profitability?
Panelists:
Mr. S. Kannan, Chief Technology Officer, MF Utility
Ms. Aditi Kothari, EVP & Head Marketing, DSP BlackRock
Sadique Neelgund, Founder & CEO, NetworkFP
Moderator: Dr. Mohit Batra, Founder & CEOMarketsmojo-marketsmojo.com
Summing up - how the various parts of the puzzle need to fit in together to increase investor penetration, improve IFA morale and efficiency, and benefit clients.
Mr. Rajendran C VR, CEO, AMFI