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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.

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

  • Qualitative parameters
  • Educational/Professional Qualifications
  • Experience
  • Client Servicing
  • Scope of Services
  • Forms of compensation
  • Quality of research / advice - based on feedback from investor sample
    [poll conducted by Moneycontrol.com]
  • Quality of service -- based on feedback from investor sample
    [poll conducted by Moneycontrol.com]
  • Average tenure of relationship with clients
  • Competitive Strengths and Market Position
  • Product Uniqueness and Innovation
  • Main Achievements
  • Value Creation for Customers
  • Quantitative parameters:
  • Assets under management [size]
  • Asset profile
  • Investor Accounts
  • Number of investment advisors
  • Number of products offered

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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