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Marketing Video

Download Marketing Animated Video with your Personal branding.

About us

About the website and profile of Brijesh Dalmia.

Articles

Read all articles written by Brijesh.

Brokerage Calculator

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

Blogs

Small blogs by Brijesh on motivation and business development.

Book Recommendations

Books all IFAs should read.

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.

Client Objection Handling

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

Download Tools

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

Discussion Forum

Share your views on various discussions.

Free Videos

Short motivational and business development videos by Brijesh

Paid Videos

MasterStroke Training Series Videos for financial advisors.

Sales Presenters

Check out Mutual Fund Sales Presenters to enhance your sales.

Success Stories

Read success stories of fellow IFAs.

Surveys

Various survey done and their results.

List of National Distributors

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

Mock Exams

These exams will test your knowledge on various subjects and help you learn too.

Product Suitability

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

Premium Banners

Download Premium Promotional Banners with your personal branding.

IFA / RIA CONFERENCES

National level conferences/ event details.

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.

Industry News/Articles

Links of useful news and articles from the industry.

IFA Coaching

Know more about IFA Coaching by Brijesh.

Thought of the Day

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

Stationary

Daily use stationary like meeting notebook and yearly executive planner.

MF Software Vendors

List of various mutual fund software vendors in India.

Contact us

Have a question / feedback  – Write to us.

Login/Register

Register/Login here.

© Copyright 2019 @ Brijesh Dalmia. All Rights Reserved.

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