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Client Engagement Ideas

One Idiot

The Idiot Is Back!

It was 2012 when IDFC MF introduced you to Bugs Uncle in the movie ‘One Idiot’. Since then, Bugs Uncle has inspired, motivated and educated many young Indians about ‘money matters’! He transmitted financial wisdom in his inimitable style to change mindsets about savings &...

save-your-tax-f

Don’t Be Lax About Saving Tax !

The ELSS (Equity Linked Savings Scheme) category of Mutual Funds can be an attractive proposition! It will help you save tax in the year of purchase~ and thus offers immediate gratification. The fact that it invests primarily in a ‘growth asset’ like equity ensures that...

Open Eyes Witness Fulfilled Dreams!

The financial advisor community has many a times witnessed the lack of initiative and genuine urgency amongst investors to take ‘first steps’ or corrective actions in enhancing their financial lives. This primarily happens because they are either not emotionally motivated or they simply cant ‘visualize’...

A Magic Wand: Now In A Pocket Sized Edition!

If we look at industry trends, it is clearly visible that SIPs as an ‘investment concept’ have been gaining traction. No wonder that our industry has crossed 100 lac live SIPs!   Thus, we are delighted to announce that we have designed a ‘magic wand’ to emphasis...