Email Address*
First Name*
Last Name*
Company*
Function / Role Type*-- Please Select --Individual InvestorStudentFinancial Adviser/Financial PlannerBoard of DirectorsBusiness DevelopmentComplianceDue DiligenceExecutive ManagementInvestment & Market ResearchMarketingOperations/TechnologyPerformance & RiskPortfolio ManagementProcurementProduct Development/StrategyProduct ManagementSales/Relationship ManagementWebsite/digitalOther
Firm Type*-- Please Select --Personal InvestorFinancial Advice / Financial PlanningAsset Management FirmBenefits ProviderClearing Firm/Custodial FirmConsulting FirmEmployer/Pension SponsorEndowment/FoundationHedge FundLife CompanyOnline BrokeragePension CompanySovereign Wealth FundWealth Management/Private BankOther
Mobile Phone*
Business Phone
Your complete mailing address
Pin code*
How long have you been in the distribution/advisory business? (Enter no. of years like 10, 12, etc.)
How many clients do you handle?0-100100-200200-500>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.?
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