A layman may be easily confused by all these terms: financial adviser, wealth manager, mutual fund distributor, broker, agent, investment advisor, etc. But if you intend to become an investor ...
However, it's essential to approach this relationship with the right questions to ensure your mutual fund distributor (MFD) ...
JM Financial Asset Management Ltd raises ₹100 crore for expansion, growth, and enhanced customer service in mutual fund ...
While the robust growth in mutual fund assets is the obvious factor for Prudent’s success, finer details indicate that the potential risks to the business waned in the past couple of years The ...
More investments typically lead to higher earnings. As a mutual fund advisor or distributor, you will work closely with clients to understand their financial goals and assist them in achieving ...
(Photo: X) Sanjay Shah, promoter of Prudent Corporate Advisory Services, India’s fifth-largest mutual fund distributor, has made headlines with his unique gesture of gifting shares to employees.
Amol Joshi, a mutual fund distributor and founder of PlanRupee Investment, points out that verification could be difficult for investors who opened accounts before PAN was mandatory. Tracking ...