Learn a Proven System to Grow Your AUM and Improve Client Retention
🤝 An event jointly hosted by PIFAA and the Sanchay Team
Friday, 04th July 2025
03:30 PM - 06:00 PM
Sumant Moolgaokar Auditorium, Pune.
Come join us and explore the missing structure that’s helping Top advisors save time, stay consistent, and scale up.
Why you should attend this session?
If you relate to any of the points below, this session is for you.
If you get client requests from everywhere — and end up missing a few
If you’re struggling to follow up with leads consistently
If you’re looking for a better way to engage clients during market changes
If you’re unable to do timely portfolio review meetings with clients
If your client data is scattered across emails, WhatsApp, and Excel
If you want to grow your AUM and increase client retention
Who Should Attend?
If you’re in the business of financial advice, this session is for you:
Mutual Fund Distributors (MFDs)
Independent Financial Advisors
Wealth Managers
SIP & Insurance Consultants
Anyone managing client relationships in the financial products space
What This Session Will Help You With
In this session, you’ll discover a structured process to:
Centralize and organize all client data — across MF, insurance, and more
Handle service requests seamlessly using a structured WhatsApp flow
Automate and manage review meetings based on AUM or client category
Run personalised, timely campaigns that boost client engagement
Identify upsell and cross-sell opportunities from your existing clients
Improve client satisfaction, increase retention — and grow your AUM consistently
Reserve Your Seat Today
Join us for a practical session designed to help you build a system that supports your growth.
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Get to the venue
REACH US
Get Direction the Event Hall
Sumant Moolgaokar Auditorium
MCCIA Trade Tower, Ground Floor, A Wing, ICC Complex, 016, Senapati Bapat Rd, Pune, Maharashtra 411016
