Website Tree

Item Details

About us

About the website and profile of Brijesh Dalmia.

Calculators

You can do several goal based calculations and share instantly with clients. You can send investment proposal to clients along with recommended mutual fund schemes with performance history.

Banners

Download marketing banners with your name, company name and contact details.

Sales Presenters

Check out Mutual Fund Sales Presenters to enhance your sales.

Videos

Short motivational and business development videos by Brijesh

Brokerage Calculator

All types of calculation related to earning potential in mutual fund business.

Success Stories

Read success stories of fellow IFAs.

TVM Questions

Test your knowledge on solving time value of money questions.

IFA / RIA CONFERENCES

National level conferences/ event details.

List of National Distributors

Mutual Fund Distribution Providers in India. Get contact details and address of Mutual Fund Distribution firms and companies

Product Suitability

Sample solutions given for clients need on the basis of product suitability

IFA Business FAQs

Hundreds of business related questions answered by Brijesh. Whether you are a new IFA or experience one; you will find this section quite useful.

Investment Product FAQs

Enhance your knowledge on various financial products like, mutual funds, health insurance, NPS, PPF, Sovereign Gold Fund, etc.

Download Tools

Useful tools for IFAs to enhance productivity and proper record keeping.

Thought of the Day

Brijesh writes a motivational thought of the day for IFAs every day. Read them here.

Blogs

Small blogs by Brijesh on motivation and business development.

Articles

Real all articles written by Brijesh.

Industry News/Articles

Links of useful news and articles from the industry.

IFA Coaching

Know more about IFA Coaching by Brijesh.

Client Objection Handling

Clients have so many objections. Learn how to handle them better.

Book Recommendations

Books all IFAs should read.

Stationary

Daily use stationary like meeting notebook and yearly executive planner.

Surveys

Various survey done and their results.

MF Software Vendors

List of various mutual fund software vendors in India.

Discussion Forum

Share your views on various discussions.

Contact us

Have a question / feedback  – Write to us.

Login/Register

Register/Login here.

© Copyright 2018 The Brijesh Dalmia Leadership Company. All Rights Reserved.