Ask Circle is a 13 years old organisation with over 100 life members and 4000 plus delegate members who have attended Annual MFRT Conference in last 11 yrs. Work of the organisation is to help financial advisor develop skills, update knowledge for business and continuous development of right attitude for business.
On 23rd Nov., the 145th Monthly Mega Meeting was conducted in presence of over 100 participants. President 2018-20 of Ask Circle, Bhavesh Shah stated that Ask Circle operates from Kolkata but the good work to develop financial literacy amongst investors through Financial Advisors is done across India .
The Secretary Amit Rathi shared that the bonding and the learning quest of all members is very high and this motivates them to organise these activities every month .
Kanak Jain, Mentor of Ask Circle mentioned that the energy of the group is very high and this makes people work and share their strategies with co-members. Everyone is progressive and continue to work for good.
Suresh Mohta, President 2016-18, mentioned that MFRT conference last year at Hyderabad has created a very high benchmark and the expectation from 2020 MFRT conference at Bangalore is huge.
The elite speakers of the Meet on 23rd Nov. enthralled the audience throughout the day.
Premal from Franklin Templeton MF gave a talk on how one can reach the next level by bringing the desired change.
Nikhil Naik, a Wealth Manager from Mumbai shared the importance of a financial advisor in today’s world.
Satish Jalan suggested participants to keep records and make grade wise client list.
Arijit Bhattacharyya shared how technology can make the difference and how financial advisors can make best use of it.
Sourabh Khemani shared the need of Trademark Registration.
Amitava Mookerjee shared some NLP tricks to use.
Ms. Sweta Surekha gave a brief motivational speech.
Subhash Jain (Chair of the Meeting) and co-Chair Ashish Dey had organised the whole event very well.
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