Kalpen Parekh: How to Sell and Market Mutual Funds in India

Meet Kalpen Parekh CEO of DSP MF as he talks of How to Sell & Market Mutual Funds in India? How to grow your career in the Mutual Fund Industry? How to compete in an extremely competitive market without playing the price game? How to keep your channel Partners & distributors motivated to push your product? How to invest in Mutual Funds? How to select & compare Mutual Funds? What is the right time to start Investing in Mutual Funds?

00:00 How to fulfill long term goals with Mutual Funds
00:50 Meet Kalpen Parekh CEO of DSP MF
01:29 Is Luck important to succeed in your career?
01:53 Early Career days of Kalpen Parekh CEO of DSP MF
03:24 From Mutual Fund Nahi Hai to Mutual Fund Sahi Hai
05:22 Fund Managers also have to look at Sales
06:11 How did ICICI Prudential bridge the gap between the Investment team and the sales team.
07:27 How is the Sales Structure in the Mutual Fund Industry?
09:26 How do you market through channels in a highly competitive market and ensure that it doesn't become just a price game?
11:29 How should you compare Mutual Funds? Is it difficult to compare Mutual Funds?
12:29 How to add value to your distributors in Mutual Fund Industry?
13:17 How to select a Mutual Fund? Is it right to buy the fund which has the highest return in last 1 year?
14:06 How to sell and market Mutual funds?
15:26 How to talk about risks while selling Mutual Funds?
15:49 Mutual funds are a great asset class to invest, but they come at a price of Fluctuation?
16:29 Educating the investor to become a long term investor.
18:33 Marketing an essential pillar to educating investors about Mutual funds?
20:18 Educating Investor on Risk? Show risk first.
21:48 In Mutual Fund business the metrics of Success should not be Sales, it must be quality.
25:25 Why did DSP launch a SIP only NFO
26:36 How to hold an investor in a bear market is a Marketer's job.
27:18 How to deal with Mis Selling of Mutual Fund's?
28:25 Why did DSP Mutual Fund do a Multi Asset Allocation Campaign?
29:10 Teji mein Seat Belt, Mandi mein Accelerator Dabao best investor philosophy.
29:45 Mutual Fund Sahi hain campaign results
31:48 How to increase the size of Mutual Fund Industry?
34:00 Saving is becoming a Habit in India, which is good news for the Mutual Fund industry.
35:01 Should Financial Literacy be given in Schools & Colleges?
36:02 Time is the most powerful element in the formula of Compounding - Warren Bufffet Example
38:03 What are the common mistakes made by investors while investing
40:35 Why is it essential to know the rules of the game in Investing
41:48 Bias for Investing is same in Metro's and Non Metro's
43:21 Advice to anyone aspiring a career in Financial sectors by Kalpen Parekh of DSP Mutual Fund
45:14 Best books to read as per Kalpen Parekh of DSP Mutual Fund. Dam Good Advice, Why do business people talk like idiots, the Art of Thinking Clearly.
48:26 What are the important characteristics of a good salesperson in the financial services industry as per Kalpen Parekh of DSP Mutual Fund.
50:01 How long term investing can help the Super Rich, Rich & the poor?
53:53 What are the top things to keep in mind for a young professional who wants to build a successful career?
55:23 Will the marketing for Mutual Fund Industry change in a bear market?
58:35 Before Investing ask about the worst phase of Markets and performance of MF in that worst period.

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