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How financial advisors can tap clients in tier II cities

Financial Advisor Forum presented by UTI Mutual Fund and CNBC-TV18 highlights opportunities for a financial advisor that exists not only in metros, but even beyond them.

March 15, 2013 / 16:52 IST
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Financial Advisor Forum presented by UTI Mutual Fund and CNBC-TV18 highlighted opportunities for a financial advisor that exists not only in metros, but even beyond them.  

The forum included Shyam Sekhar, Founder & Chief Ideator of Ithought; Mahadevan V, director of Wealth Advisor; Amandeep Singh Chopra, head of Fixed Income & Group President at UTI AMC and Dhiraj Relli, senior executive VP & banking head, south HDFC Bank, retail branch. These guests shared views on how one can tap newer markets in tier-II, tier-III towns, how business model change and how one can look at a transaction-based model changing into an advisory model.
first published: Mar 15, 2013 04:52 pm

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