Why Financial Advisors must attend Principal Conclave on 08 January 2018

BFSI Industry
Jan 5, 2018 by Advisorkhoj Team | BFSI Industry | 0 Downloaded

Principal Mutual Fund is hosting ‘Principal Conclave’ on 08 January 2018 from 2:30 PM onwards. Venue: BSE International Convention Hall, 1st Floor, BSE Limited, P J Towers, Dalal Street, Mumbai - 400001, India. The key takeaways are as follows –

Go Digital the best way using APIs

When the entire country is moving towards digitization using new technology, paperless payments, AADHAR, UPI, BHIM and other APIs, are you as a financial advisor ready to face the disruption in your business. If you want to take your mutual fund business online, Principal Mutual Fund provides you the opportunity to listen to key personnel from BSE, NSE, MFU and KARVY has to say from a single stage as to how they are trying to simplify your mutual fund business by going digital and how easily they can take your business online.

Chetan Doshi (NSE NMFII Platform), Ramesh V (MF Utilities), Omkeshwar Singh (BSE STAR MF) and V Ganesh of Karvy will guide you through this unique session.

There is a dedicated help desk by MF Utility, NSE, BSE and Karvy to help the distributor partners understand the technology used by these respective organizations. The dedicated help desk answers your queries on anything that is digital. This is an one of its kind initiative by Principal Mutual Fund in assisting IFAs going digital! The helpdesk opens at 2:30 PM.

How to deliver risk adjusted returns to you clients

Listen to PVK Mohan, Rajat Jain, Dhimant Shah and Bekxy Kuriakose, the veteran Fund Managers of Principal Mutual Fund. We are sure this will help you manage your investor’s money well.

Know more about Principal Mutual Fund and how they can help take your business to the next level

Know more about Principal Mutual Fund

While Mr. Lalit Vij, Managing Director will share his vision about Principal Mutual Fund, Mr. Gaurav Goyal, National Sales Head will take you through some of its kind new initiatives by Principal Mutual Fund in easing the business of IFAs in the New Year.

Not sure about Equity Markets in 2018 and the Long Term India Growth Story

When it comes to simplifying equity markets or predicting the next level or the firm believer of India Growth Story, nobody can match the conviction Mr. Ridham Desai, Manager Director at Morgan Stanley India has. As a key note speaker he will share his insight for markets expectation in 2018 from 6:00 PM onwards.

Awaiting your presence at the Conclave.

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

comments powered by Disqus
Feedback