Your complete mailing address
How long have you been in the distribution/advisory business? (Enter no. of years like 10, 12, etc.)
How many clients do you handle?0 to 100101 to 200201 to 500above 500
Please provide an indication of the assets you manage0-10 Crores10-25 crores25-50 Crores50-100 Crores>100 Crores
Which tools/software do you use for research/client reporting etc.?
If you are a CFP certificant, enter your FPSB membership number below