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. ...

14 Jul 2018
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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 ...

05 Jun 2018
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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 ...

03 May 2018
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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 ...

06 Feb 2018
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Give 70% time to mutual funds

Different clients have different needs. So, there is no problem in selling different financial products to your clients. However, for you to ...

25 Sep 2017
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Power of compounding for IFAs

They say ‘Compounding is the 8th wonder of the world’. I agree. It works not only for clients but IFAs too. Clients reap compoun ...

04 Sep 2017
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Focus on learning, not noise.

Focus on learning. Don't get involved in useless discussions which yield nothing. AUM talks, nothing else matters. Super IFAs focus on d ...

06 Mar 2017
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Money spent on learning multiplies most

The investment you make will grow with time. Your SIPs will give you fantastic returns. However, your investment could be money spent on lea ...

09 Jan 2017
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Use knowledge, not gut feeling

Nothing beats knowledge. Advisory should be based on competence, not gut feeling. IFAs must remember that clients trust them with their hard ...

23 Sep 2016
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