Email Address*

First Name*

Last Name*

Company*

Function / Role Type*Business Development/National AccountsCompensationComplianceConsultingDue DiligenceExecutive ManagementFinance/TreasuryIndividual InvestorInsuranceInvestment AdvisoryInvestment CommitteeInvestor ServicesMarketingOperations/TechnologyOtherPerformance & Risk TeamPortfolio ManagementProcurementProduct ManagementRegistered Investment Advisor/Financial PlannerRetirement Investments ConsultingRetirement Plan AdministrationSales/Relationship ManagementTalent Management

Firm Type*Academic Institution/LibraryAsset Management FirmBroker/DealerClearing Firm/Custodial FirmConsulting FirmEmployer/Plan SponsorExchangeGovernment/Regulatory InstitutionHedge FundIndex ProviderIndividual InvestorInsurance FirmMedia/PublicationOtherPension, Endowment, FoundationPrivate Bank/Trust CompanyPrivate Equity FirmRegistered Investment Advisory Firm (RIA)Retirement Plan ProviderSovereign Wealth FundTrade AssociationWirehouse

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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