04 Jan 2021     1135

Don't do too many things

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 ...

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23 Dec 2020     220

Year 2021 could be more challenging than 2020

Against the odds, surprisingly, both equity and debt markets delivered good returns in calendar year 2020 (so far). The challenge seems to b ...

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30 Nov 2020     84

Brand

Marketing is important. It will get you more clients which in turn will increase your business. However, spending more time in learning is m ...

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12 Oct 2020     630

MFD vs RIA

There is just too much discussion happening around the MFD vs RIA regulations. Both MFDs and RIAs have their concerns. Neither of them is ha ...

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25 Apr 2019     232

Stay Loyal to your Clients

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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02 Feb 2019     34

Don't Hurry

The budget has become routine for the markets. Like any other event. Dont overemphasize it. Dont try to be Me First in sending budget highli ...

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22 Jan 2019     34

Advisory is becoming more challenging

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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25 Oct 2018     16

Let's respect each other

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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22 Oct 2018     21

Beautiful memories of hard work

As 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 ...

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07 Aug 2018     20

Don't make mutual fund distribution business complicated

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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14 Jul 2018     20

Returns or Safety

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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26 Jun 2018     15

Build it in such a way

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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05 Jun 2018     15

What should be the amount transfer strategy in STP

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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14 May 2018     12

Should I invest in dividend option or growth option

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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03 May 2018     14

Daily or weekly SIP vs monthly SIP

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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06 Feb 2018     13

Don't always jump to do bottom fishing

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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01 Feb 2018     14

Engage in Positive Marketing

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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18 Dec 2017     16

Embrace the change

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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11 Dec 2017     26

SIP is a killer

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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04 Dec 2017     28

New clients will stay longer

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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27 Nov 2017     19

Be on the client's side

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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