The results of the 6th annual Wealth Forum Advisor Confidence Survey are now in. We are covering the highlights of this exhaustive survey in a 3 part article series, with this article covering the AMC Confidence section. You can access the entire report here.

AMC Confidence highlights

Equity: ICICI Pru, Birla Sun Life and HDFC take the top 3 slots respectively in terms of advisor confidence in managing equity funds and creating long term wealth for their clients

Debt: Birla Sun Life, ICICI Pru and FT take the top 3 slots in the debt space

Hybrids: In this newly introduced segment, its ICICI Pru, HDFC and Birla Sun Life in that order, in the top 3 slots

Distributor engagement: The top 3 positions go to ICICI Pru, Birla Sun Life and Reliance, in that order

Distributor training: The 3 AMCs voted best on this score are Reliance, Birla Sun Life and DSP BlackRock, in that order

Innovation: ICICI Pru, Reliance and Birla Sun Life are seen as fund houses that offer the most innovative products, solutions and sales ideas

Products - simplicity and consistency: In this newly introduced segment, its ICICI Pru, FT and HDFC that top the league tables

Technology enablers: ICICI Pru, DSP BlackRock and Reliance are seen as fund houses that are the best in providing IFAs technology support to drive business and serve clients better

Investor Education: While ICICI Pru, Birla Sun Life and Reliance top the league tables in terms of individual fund house efforts on this score, the big winner really is the wonderful collective effort under the aegis of AMFI - the "Mutual Funds Sahi Hai" campaign

Convenience: ICICI Pru, Birla Sun Life and HDFC are rated as the best fund houses in terms of providing convenient and investor friendly processes

There's a lot of action out there if you carefully scrutinize the top 10 names in these 10 league tables. Some of the fund houses that are making big moves up across multiple parameters include Birla Sun Life, HDFC, Kotak, DSP BlackRock and L&T. ICICI Pru deserves special mention - they have topped 8 out of the 10 parameters and come in a close No.2 in one. And, this is certainly not the first year we've seen this kind of grip on leadership across multiple parameters from this champion fund house. Here's a leader which clearly knows how to drive multiple levers that go into creating a winning business.

Wealth Forum congratulates all fund houses featured in these league tables - it is a very competitive world out there, with 40 fund houses vying for distributor mind and market share. Wealth Forum is especially grateful to the 234 leading IFAs from 42 cities who participated in this survey, and whose responses have enabled us to compile this survey report.

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