A : Equity
Blog categorized as MF Industry Updates
Getting Started with your ZOHO Set Up
Step 1 : Think about the modules in your Business
Leads
Clients
Associates
Vendors( AMC , RTA etc)
Task
Deals/ Transactions
Meetings/ Appointments
All Staff E mails / Desk
Proposals
Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos
Step 2 : Create your Pain Area and A...
Join for DDQ training session
As per SEBI circular No. Cir/IMD/DF/13/2011 dated August 22, 2011, the Asset Management Companies (AMCs) are required to conduct due diligence in respect of mutual fund distributors (MFDs) . In this regard, AMFI has been organising unified due diligence of MFDs on behalf of participating A...
See you on 1st Jan 2024 at Kanpur
Do come, interact and learn all about your MFD business. Join us at 10 am at Hotel Vijay Continental, Kanpur for whole day power packed knowledge sessions