Manage Clients

Essentially, IFAs need to manage clients more than their investments. Volatility is part of this business and clients are generally not comfortable with it. Clients want fixed returns whereas the key attribute of mutual funds is non guaranteed returns. Regular meetings and explaining the nuances of this business is critical for having long term clients. IFAs can manage the markets but they can learn to manage their clients well.

Anirudh Kashyap
anirudhkashyap93@gmail.com
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