JanoTohMaano, Birla Sun Life MF's popular investor education initiative, has created an excellent multi-lingual video that showcases the value of a financial advisor very effectively. For those who believe that investing is all about fund selection and starting a SIP, this video aptly conveys the true value of an advisor in helping investors plan for and realise their life goals. A must watch indeed for every investor. Do send out links from below in the language of your clients' preference, to every investor and prospect on your list.
Message from A. Balasubramaniam, CEO, Birla Sun Life MF
The New Year began on a good note. The total AUM of all fund houses grew by 26%. Financial advisors have played a critical role in championing the cause of Mutual Funds as a must-have investment option. We have developed a short video which captures how financial advisors partner investors on their journey of wealth creation. A must watch for every investor, this video showcases the value of a financial advisor and his contribution in helping investors plan for and realize their life goals. I hope you enjoy this video, and would urge you to share it widely with investors and prospects so more, and more people can appreciate the role played by these financial experts.
A 'Wealth Doctor' Who Can Make Dreams Come True
Usually, every family has a doctor who takes care of their health. But ask if they have a "wealth doctor", most would say "no". But did you know that having an independent financial advisor i.e. a wealth doctor, can help you fulfil some of your most cherished dreams? You won't believe what the 'wealth doctor' pulled off for this couple. Take a look.
- K S Rao, Head - Investor Education & Distributor Development, Birla Sun Life MF
Send a link to your clients and prospects in a language of their choice