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Most clients are extremely loyal to their advisors. All they expect is an honest advice and good service. They may talk about returns but ev ...
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The budget has become routine for the markets. Like any other event. Don’t overemphasize it. Don’t try to be ‘Me First&rsq ...
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Financial markets are dynamic. Things change over time. We used to consider mutual funds as very safe. They still are but defaults in debt m ...
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During bad markets, portfolio of clients go down. Some IFAs, when they approach other existing clients and look at their portfolio, bad mout ...
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As a financial advisor, you will definitely grow over time. There is no quick fix way. There is now one way. Keep exploring and keep trying ...
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The simplest business I have known is mutual fund distribution and yet many IFAs are making it look complicated. It is not a rocket science. ...
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It is quite natural for clients to look for higher returns but as investment professional we must know that safety is their primary concern. ...
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Revenue will always be under pressure as the industry matures. Don’t worry about that. Also, you have no control on this. You should a ...
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STPs could be used in many ways. It could be used as a capital protection strategy wherein only the appreciation amount can be transferred t ...
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After 2018 finance budget, it makes more sense to invest in growth option. This is because, tax deferment is considered to be better than pa ...
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Few AMCs and IFAs promote daily or weekly SIPs. They claim that historical data suggests that returns are better because of this. Many IFAs ...
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Remember this. Every rise is not the top and every fall is not an opportunity to buy. Don’t always jump to do bottom fishing. The port ...
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No doubt, a lot of investors are moving ‘direct’. It’s there choice. Some of them will benefit from it also while it will ...
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Challenges are part of any business. In our business, regulations are becoming stricter and many IFAs think it will make them extinct. No, i ...
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SIP is a killer. It works so very well for clients and for IFAs too. It starts slow but moves at lightening speed once it gets momentum. Eve ...
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It is important to hold clients for long term to benefit from them. It takes a lot of time to acquire a client and so it is crucial that the ...
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As an IFA, our ultimate objective is to increase our AUM and increase our revenue. However, in order for this to happen, we must always be o ...
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A lot of IFAs engage in posting lot of negative messages (profession related or otherwise too) on social media. Stay away from it. Your clie ...
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I remember, around ten years ago, IFAs used to be concerned about the future of mutual fund business since entry load was banned. They thoug ...
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I coined a golden strategy to grow in mutual fund business. It was the rule of 10/10 – to meet 10 existing/prospective clients every w ...
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Many IFAs meet clients at odd hours because clients demand this. This should be avoided. Be professional. Doing it once in a while is accept ...
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