Quantum Mutual Fund Presents JIMMY’S VISION CLUB – An Award & Recognition Partner Initiative
Quantum Mutual Fund launched Jimmy’s Vision - a Special, Partner to CEO connect platform earlier this year, to help Financial Partners / Distributors / Advisors to cater to their concerns on the Mutual Fund industry. It is our continuous endeavor to provide knowledge based value added services to Financial Partners. This knowledge is aimed to help the Partners to enhance his MF distribution business.
Through this unique online interactive platform with the MD & CEO - Jimmy Patel, 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.
Building on this initiative the Fund house has phased into and now launches a Club membership called Jimmy’s Vision Club to help Partners associated with the Fund.
A knowledge based membership club for registered Partners, the club categorizes Partners into 4 membership levels. Each level will provide certain educative benefits to help scale their MF business.
Quantum Mutual Fund launched regular plans in April 2017. The Fund has 8,000+ registered Partners as on November 2019. It offers its registered Partners a unique certification called ‘Certified Financial Guardian’, which is a e-learning module.