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HELP LINE +91 9883818627
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Well, there is no need to convince them. If something is cheap, many people will be driven towards that. There is nothing right and wrong ab ...
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 ...
During bad markets, portfolio of clients go down. Some IFAs, when they approach other existing clients and look at their portfolio, bad mout ...
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. ...
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 ...
I have seen that markets rarely trade at fair value. They trade either way a premium or at a discount. For eg., If you think that Index' ...
It is impossible to control the markets. They will always surprise. Focus on your processes. It will help you grow. Set your client engageme ...
Clients are not interested in your targets and commissions. They are only interested in solutions which can improve their financial life. Li ...
If you help your clients investment go up, clients will protect you from falling down. It is simple and there is no rocket science in this. ...
Investment advisory is basically about (1) Integrity (2) knowledge of products and (3) managing clients behaviour. That's it. If you ...
Many IFAs constantly try to get in touch with clients with the sole objective of selling financial products. In every communication, there i ...
Many IFAs work very hard. They work day and night. Still, they struggle to grow. It is because they are not productive in their work. They g ...
Most clients are conservative. They don't want to take risks. They are alright with reasonable returns. However, IFAs generally try to s ...
The only way to beat the market is to have sufficient time. Time can even correct bad decisions. If you want to expose clients to equity-ori ...
Build your practice on integrity, not sales. Sales never last. Integrity does. Client's interest should be protected first before t ...
Passive approach wins. Not only passive investors make money when it comes to advisors; those who apply a long term approach in their adviso ...
