Who We Are
The ASK Circle Mutual Fund Round Table (ASK Circle MFRT™), is a forum by “ASK Circle” which is an independent association of most successful mutual fund financial services professionals. Under the forum ASK Circle MFRT™ the membership will be offered and these members will be recognized as the standard of sales excellence in the mutual fund financial services business. ASK Circle MFRT™ members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
MFRT encourages its members to continuously educate themselves in order to stay ahead of the curve. Production requirements to increase MFRT’s membership and the Imperial, Royal, Super membership levels, encourages the members to achieve bigger goals.
Every year, MFRT meet is organized to absorb ideas, meeting old friends, and engage with the new ones. Experience the value of learning, interacting and being inspired by the best financial service professionals from around the nation.
Here we discover IFA across the country, who are dong mutual fund business with full dedication and working with the innovative ideas and setting benchmark for M.F industry. Every year in the annual meeting SAMAAN is giving to all those members.
Experience the learning from and with the recognized financial professional in the Annual Meeting and MFRT Experience meets. Expand your connection in MFRT community by joining the members only MFRT Network on the website, to follow updates, Connect with peers, find members with specific interest and areas of expertise.
The ASK Circle Mutual Fund Round Table (ASK Circle MFRT™), is a forum by “ASK Circle” which is an independent association of most successful mutual fund financial services professionals. Under the forum ASK Circle MFRT™ the membership will be offered and these members will be recognized as the standard of sales excellence in the mutual fund financial services business. ASK Circle MFRT™ members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.
In 2008, 50 extraordinary Mutual Fund advisors, dreamed of a forum dedicated to fostering a high-standard, professional approach to Mutual Fund sales and service. Founded on the belief that growth is a result of exchanging ideas, the concept was: “Success comes by acquiring Attitude, Skills and Knowledge, and to achieve success individuals must give.” Out of this dream emerged ASK Circle MFRT™ – a forum that represents the best sales professionals in the mutual fund-based, financial services industry.
In 2008, 50 extraordinary Mutual Fund advisors, dreamed of a forum dedicated to fostering a high-standard, professional approach to Mutual Fund sales and service. Founded on the belief that growth is a result of exchanging ideas, the concept was: “Success comes by acquiring Attitude, Skills and Knowledge, and to achieve success individuals must give.” Out of this dream emerged ASK Circle MFRT™ – a forum that represents the best sales professionals in the mutual fund-based, financial services industry.
1. To enhance knowledge and make their practice transparent.
2. In believing strong execution of their skills and further helps those in maintaining long term cordial Relationship with the clients.
3. In adoption of best customer services practices.
4. In spreading financial literacy and financial education awareness mongst the clients.
ASK Circle MFRT™ members should be ever mindful that complete compliance with and observance of the Code of Ethics of the ASK Circle Mutual Fund Round Table shall serve to promote the highest quality standards of membership. These standards will be beneficial to the public, and mutual fund industry and mutual fund financial services profession.
ASK Circle MFRT™ has a strategic plan that it follows when developing new programs and benefits for its members. The strategic plan contains fourteen goals and objectives to guide the organization in helping its members better serve their clients and learn from one another.
In 2008, 50 extraordinary Mutual Fund advisors, dreamed of a forum dedicated to fostering a high-standard, professional approach to Mutual Fund sales and service. Founded on the belief that growth is a result of exchanging ideas, the concept was: “Success comes by acquiring Attitude, Skills and Knowledge, and to achieve success individuals must give.” Out of this dream emerged ASK Circle MFRT™ – a forum that represents the best sales professionals in the mutual fund-based, financial services industry.
This is an association called ASK CIRCLE for Mutual Funds Advisors having Life and Patron members. This is a voluntary organization for the benefits of the industry organising meetings occasionally for awareness of the market.
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