AMFI Data Infographics July'24

Gain valuable insights into market trends and opportunities with our comprehensive Equity Sector Rotation analysis spanning the past decade.

We have created an MFD reference guide with regard to pitching products to various prospect/clients, based on their age bracket. 

Prepare yourself accordingly before going to meet the prospect/client and you can expect better outcomes of your meetings. 

We have prepared a reference guide for MFDs that will help them increase their conversion ratio of prospects into clients. Use this guide while discussing with prospects. Create presentations in advance and save them in your folder. Maybe, take printouts to explain to the client in a physical meeting.

This excel sheet will help you keep records of all your client discussions, action plan, important dates and reminders and other items. It will give you a total synopsis of a client each time you review their investments and pending works or plan for a meeting. For each client, make a different excel sheet and save it in “Çlient Folder.” This will also be a step towards compliance.

Gold Price

This is a one stop excel sheet for all your financial calculations instantly.  It includes Future value of One time Investment, Future Value of SIP, SWP Calculator, One time + SIP Combo Calculator, Goal based SIP Calculator and others.

RBI Repo Rate History

Performance of the Indian Rupee against U.S Dollar is of much interest. Find here the historical INR/USD data.

Summary and learnings from all the speakers who enthralled us at 'Ideas that Ignite'

Mr Aniruddha Chaudhuri Head - Retail Sales, ICICI Prudential Asset Management Company Limited delivered a nice presentation during Masterstroke webinar on 3rd March'21. You can download the same here.

Mr Bharat Pathak is one the finest, largest and most respected mutual fund distributors in the country. He graced Masterstroke Platform and shared his wisdom. Do check out his PPT here.

Cost Inflation Index (CII) is used to determine the cost of acquisition of long term asset for tax purposes. Download this file to see year wise values of CII.

There are many different ways to invest in gold. You can take a quick look at how they compare with one another and take investment decisions.

It is important to know the risk appetite and risk tolerance of the client. This two pager risk analyzer will help you ascertain your clients behavior towards investments and risks. It is recommended to use it for every client as it also serves the purpose of proper compliance.

Different funds might have different benchmarks. This is just a basic comparison and should be used only for your own understanding.

This file contains complete ‘process flow’ to open accounts under National Pension System (NPS). It includes online as well as offline process.

SGB is a wonderful way to invest in gold. You can download this presentation. It will help you give a professional presentation to your clients on SGB and get more business. 

A lot of IFAs work very hard but they are not productive. I made this productivity tracker so that you can see your effectiveness every day / every week / every month. Download it and see the difference it will create in your productivity from day 1.

This excel sheet will help you become more effective in marketing and followup. It contains review tracker, meeting tracker and a lot of other fields (which you can customize also) which will help you manage your business well. 

It is important that an MFD should set his/her business targets and track it regularly. Simple and easy to use, this excel sheet will help you do exactly that.