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?0-100100-200200-500>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.?
If you are a CFP certificant, enter your FPSB membership number below