How to handle Regular vs Direct mutual fund debate for MFDs? | Part 13
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In this video, we explore the importance of personalized financial planning and the role of a Mutual Fund Distributor (MFD) in helping clients navigate regular mutual funds vs. direct mutual funds.
Learn how you as an MFD can provide tailored investment strategies, consistent support, and ongoing portfolio management to help your clients stay on track with their financial goals.
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0:00 Why guidance matters
0:36 Difference between direct and regular plans
1:03 Value of an MFD
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