Get insights on your client’s beliefs about wealth creation
When you understand investors’ point of view on wealth creation, you will
Have a better approach to pitch to new clients
Be able to debunk investment myths to the currents clients
Learn to build a long-term business
Deepak Mehta, Head of Strategic Alliance at UTI AMC, is a management graduate with over 28 years of experience in financial services and business management. His past assignments were with corporates like Bank of America, L&T AMC and Reliance Group.He was also part of AMFI Sub Committee on Investor Education.
Learn to Understand the Market Outlook and the Way Forward