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I have seen many MFDs trying too many things to grow. It seems as if they have FOMO (fear of missing out) if they don't participate in e ...
Read MoreAgainst the odds, surprisingly, both equity and debt markets delivered good returns in calendar year 2020 (so far). The challenge seems to b ...
Read MoreMarketing is important. It will get you more clients which in turn will increase your business. However, spending more time in learning is m ...
Read MoreThere is just too much discussion happening around the MFD vs RIA regulations. Both MFDs and RIAs have their concerns. Neither of them is ha ...
Read MoreMost clients are extremely loyal to their advisors. All they expect is an honest advice and good service. They may talk about returns but ev ...
Read MoreThe budget has become routine for the markets. Like any other event. Dont overemphasize it. Dont try to be Me First in sending budget highli ...
Read MoreFinancial markets are dynamic. Things change over time. We used to consider mutual funds as very safe. They still are but defaults in debt m ...
Read MoreDuring bad markets, portfolio of clients go down. Some IFAs, when they approach other existing clients and look at their portfolio, bad mout ...
Read MoreAs a mutual fund distributor, you will definitely grow over time. There is no quick fix way. There is now one way. Keep exploring and keep t ...
Read MoreThe simplest business I have known is mutual fund distribution and yet many IFAs are making it look complicated. It is not a rocket science. ...
Read MoreIt is quite natural for clients to look for higher returns but as investment professional we must know that safety is their primary concern. ...
Read MoreRevenue will always be under pressure as the industry matures. Don’t worry about that. Also, you have no control on this. You should a ...
Read MoreSTPs could be used in many ways. It could be used as a capital protection strategy wherein only the appreciation amount can be transferred t ...
Read MoreAfter 2018 finance budget, it makes more sense to invest in growth option. This is because, tax deferment is considered to be better than pa ...
Read MoreFew AMCs and IFAs promote daily or weekly SIPs. They claim that historical data suggests that returns are better because of this. Many IFAs ...
Read MoreRemember 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 ...
Read MoreNo doubt, a lot of investors are moving ‘direct’. It’s there choice. Some of them will benefit from it also while it will ...
Read MoreChallenges are part of any business. In our business, regulations are becoming stricter and many IFAs think it will make them extinct. No, i ...
Read MoreSIP 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 ...
Read MoreIt 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 ...
Read MoreAs 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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