Profit Ledger

1 Day @ Bandhan - 24.11.2023

It gives me immense pleasure and excitement to say that , I will be part of the prestigious event called 1 day @ Bandhan ,which is scheduled for 24th of November at Hyatt Regency, Kolkata.

Thanks to Bandhan Mutual fund for giving me such an opportunity.

SUBHA VIJAYA DASAMI AND HAPPY DUSSEHRA.

May this divine festival of conquering evils , Usher peace , Sound health and happiness in abundance to you and your family.🙏

"I never learn anything from the presentations. I learn things when I ask questions."

I got an opportunity to review the Strategy for my clients in the current scenario with CA Chintan Haria (Head Investment Strategy, ICICI MF) and he suggested some books for the betterment of my Business and Customers.

Thanks to ICICI Mutual Fund for providing such oppertunity.

One of my Retired Clients with Moderately High Risk Appetite got 5Lakhs appreciation just in 7.5 months. Absolute return is 16.85% and CAGR is 25.07%.

One of my Customer moved from direct to Growth in the month of April 2023 and got 10Lakhs profit just in 5 months. Absolute return is 21.34% and CAGR is 63.07%.

Completed Certified Financial Goal Planner - Advance progràm conducted by NSE Academy and PGP Academy.

“ Change is the end result of all true learning.”

After a discussion with Mr. Niraj Kumar (Senior Product Specialist, ICICI MF) about the Portfolio Management Service and Alternative Investment Fund.

Thanks to ICICI Mutual Fund for providing such oppertunity.

“SUBHARAMBH - THE BEGINNING .”

With Mr. Ganesh Mohan (CEO , BAJAJ FINSERV MF).

Thanks to Bajaj Mutual Fund.

“ A Fund Manager is someone who has a vision for something and wants to create it.”

After an interactive discussion with Mr. Vishal Jajoo (Fund Manager , ITI MF) about the NFO

Thanks to ITI Mutual Fund for providing such a amazing training.

“THE BEST WAY TO PREDICT THE FUTURE IS TO CREATE IT.”

After an interactive workshop on "Vision 2028" with Mr. Kingshuk Biswas (India Training Head , Kotak MF).

Thanks to Kotak Mutual Fund for providing such a amazing training.

Debt Mutual Fund or Fixed Deposit.......

Discussion converted to Debate and finally Data facts change my mind that Debt Mutual Fund is far far better than Fixed Deposit.

Thanks to Mr. Mohd. Aamir Sulaiman (AVP - Invester Education & Distribution Development) Aditya Birla Mutual Fund for the opportunity and the Certificate.

Coffee with Mr. Hitesh Zaveri.......

One to one discussion about PMS and Alternate Investment Fund.

Think.........When some one guides you, who had given his 25 years of valued time to the industry and saw the Sensex from 3000 to 62000.

Thanks to Axis Mutual Fund for the opportunity.

“People don’t buy for logical reasons. They buy for emotional reasons.”

After an interactive Training on "The Super Financial Expert" with Mr. Sumit Manchanda (Training Manager , HSBC MF).

Thanks to HSBC Mutual Fund.

Successful investing is about managing risk, not avoiding it.

After a discussion with Mr. Naveen Sharma (Regional Head , Union MF), regarding the current and future market.

Thanks to Union Mutual Fund for the token of love.

"INDIA 2030"

After a discussion with Mr. Krishan Sharma (VP and National Lead Trainer, HDFC MF), regarding how India is going to be in 2030. Is Digital transactions and Young Generation's spending ability is the key for the GDP Growth?

“Learning is incomplete without fun and spirituality.”

Thanks a lot to Franklin Templeton Mutual Fund for providing a one day residential program by Dhananjay Banthia at Toshali Sands.We spent some time at a nearby waterpark and visited Jagarnath Temple to pray almighty for a better future for all our Customers, Friends and Relatives.

"Jai Jagannath."

An investment in knowledge pays the best interest.

After a discussion with Ms. Rajasa K (VP and Portfolio Manager Emerging Market , Franklin Templeton MF), regarding solutions for the investors in this volatile market.

Had a discussion with Mr Ankit Agarwal (Fund Manager - Equity, UTI Mutual Fund), regarding the future of Debt Mutual Fund after the change of taxability as Short term Capital Gain , irrespective of the holding period.

Will it help to improve Equity MF or the fund will move back to FDs?

Learning is the key to Success.

Thanks to UTI AMC for the one day residential training at Toshali Sands - PURI.

Who can teach you better then the person managing 150Cr of AUM.

Learnt about the future of MFD business and how to grow fast from Mr. Brijesh Dalmia (Founder of Master Stroke).

Thanks to MIRAE ASSET for the opportunity.

Started my new journey as a member of "MFD CLUB". Where I think, I can grow better.

Dare to believe in better and create the future.

After a discussion with Mr Avnish Bhatnagar (VP and Country head Retail Sales, Franklin Templeton MF), regarding past and future of the MF Industry.

Does your portfolio consist of Flexi Cap funds ? Why are different companies coming up with the same fund ?

After a discussion with Mr Vrijesh Kasera (Fund Manager, Mirae Asset MF), regarding Mirae's upcoming Flexi Cap Fund.

Are you planning for ITI Flexi Cap Fund?

After a valuable discussion with Mr. Dhimant Shah (Sr.Fund Manager ITI Mutual Fund) regarding why ITI,
Why Flexi, Current Market and the future of the Product.

Why Axis Business Cycle Fund?

After a discussion with Mr. Ashish Naik (Fund Manager Axis Business Cycle Fund).