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CNBC-TV18 Financial Advisor Awards 2010
The true test of a Financial Advisor is in adverse market conditions, which the
world witnessed over the last one year. A few extraordinary individuals stood up
to the challenge and earned intangible assets - admiration & respect.
UTI MF & CNBC-TV 18 FINANCIAL ADVISOR AWARDS 2010 honor those outstanding Financial
Advisors
who have delivered against the odds.
Dear Investors, thank you very much for having trusted us over the years...
We are delighted to inform you that out of over
17000 aspiring entrants, we have been adjudged as the
We are further thrilled to share with you that we have also bagged the award for
About the awards:
CNBC TV 18’s Financial Advisor Awards were started to recognize & acknowledge,
the critical role played by financial advisors in the wealth creation & preservation
process. These prestigious awards were India’s first and most authoritative
evaluation and awards that recognized the best financial advisors across the country
and became a benchmark in the financial world and acknowledged the contribution
financial advisors made to creating wealth and distributing expert and productive
financial advice. The Financial Advisor Awards are powered by ICRA, India’s
leading and most credible rating agency.
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The Evaluation
Process:
ICRA Limited, India’s leading provider of investment information and credit
rating services in India, and an Associate of Moody’s Investors Service, conducts
the evaluation process. The assessment is carried out based on the following indicative
parameters
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- Educational/Professional Qualifications
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- Quality of research / advice - based on feedback from investor sample
[poll conducted by Moneycontrol.com]
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- Quality of service -- based on feedback from investor sample
[poll conducted by Moneycontrol.com]
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- Average tenure of relationship with clients
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- Competitive Strengths and Market Position
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- Product Uniqueness and Innovation
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- Value Creation for Customers
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- Assets under management [size]
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- Number of investment advisors
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- Number of products offered
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The evaluation process is a three-stage process with the first stage being screening
of completed nomination application forms. This stage is followed by short listing
of a limited number of financial advisors in each category (top 10% - for example);
detailed information is sought and analysis carried out based on extensive interactions
with ICRA. The third stage involved three final short listed financial advisors
going through a round of presentations to a jury comprising of industry experts,
regulators, CNBC-TV18 representatives and representatives from ICRA.
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