“Which topic should we cover next, and do you recommend any expert for it?”

Mfd Systems and processes and How to Automate it ?
Effective Deligation of work.

Mutual Fund all return and ratio

What portal IFAs can use
Such that they are one stop solution for clients even in applicationthey provide?

Bonds
FDs
Gold
MF
Aif
Pms
Everything shows in one login?.

Tax changes want simple write up to understand n ppt to share with clients. The deductions allowed n why old or new regime is better with comparison in ppt whi h we can download

Selection of mutual fund scheme, like there are 10 flexicap available why we are selecting this one, how to justify client

Law Of Attrection, Power Of Manifestation...

How to effectively use AI in our business?

Client Engagement

Basic of tracking performance of MF schemes
How to track brokerage.
CAMS and KARVY report importance.

on Whats app api and how to use it for Drip marketing

Succession Planning for Mutual Fund Distributors

Current Gio Political issues and our role as MFD OR Future planning in this regard

Cover a session on recent changes in SEBI and AMFI rules in regards to GST, Social Media, using of name and ARN etc with details and simple to understand

SEBI & AMFI Compliance & GST Issues

Estate Audit

Digital frauds
Capital gains and tax loss harvesting

B2B cards ( The Next Big Fintech Infrastructure play)

https://youtu.be/ZaAGP_RpE3g?si=lStxVGvXQY5bxKIE
- discussion on the 5 points explained by Krishan Sharma Sir

Story telling and sales, mr navendu shekhar tata amc

Personality development..
Image Consultant,
Benifits of Gst after making private limited

Practical use / impact of various ratios eg. P/E, P/B, GDP to Mkt Cap etc...how to use these ratios in investment decisions and derive the right conclusion from their practical analysis in suggesting investment as a MFD...

Nominee and legal heir- as per the books the nominee is just a care taker of the assets not necessarily legal owners. While we verify the nominee and complete the transmission after relevant documentation. How to identify whether there’s no legal heir?

Importance of Debt Management in Financial Planning.

Alternative investment fund
Sector specific outlook
Laxmi Iyer, Group President & CEO Bajaj alternative investment

GST COMPLIANCE AND BILLING SYSTERM

Gst compliance

GST new compliance

Relevance of mf ratios in fund selection

Would request session on GST Compliance. Covering Raising Invoice, submission on RTA portal/physically ?

इस टाइम वर्ल्ड में जो कुछ हो रहा है उस पर एक सेशन इस वक्त जरूर होना चाहिए। ओर उसका लॉन्ग 9r शॉर्ट टर्म में हमारी इकोनॉमी पर क्या इंपैक्ट आएगा

GEOPOLITICS BY KARAN DATTA
AI TOOLS BY CHIRAG JOSHI -DSP