Quantum launches Awards & Recognition partner initiative

By Morningstar |  04-12-19 | 
 

Quantum Mutual Fund has launched Jimmy’s Vision - a Special, Partner to CEO connect platform earlier this year, to help distributors / advisers to cater to their concerns on the mutual fund industry.

Through this online interactive platform, a financial partner whether registered with the fund house or not could write questions on scheme of GST, reverse charge mechanism, ideal asset allocation strategy, which category of funds to recommend, etc to Jimmy Patel.

Building on this initiative the fund house has phased into and launched a Club membership called Jimmy’s Vision Club to assist partners associated with the fund house.

A knowledge based membership club for registered partners, the club attempts to offer Partners 4 membership levels. Each level will provide certain educative benefits to help scale the MF business of Partners.

Quantum Mutual Fund launched regular plans in 2017 and has 8,000+ registered Partners as of November 2019.

Quantum offers to its registered Partners, ‘Certified Financial Guardian’ a platform which provides partners with a Portfolio Reviewer, Mutual Fund Screener, Smart Asset Allocator, an Online Partner Profile, Financial Blogs and a lot more post completion of a simple e-learning program.

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