Learn the Game

It is important to spend time learning the game. Yes, you can have fun playing it without getting a hold of it but you won't win. An occ ...

05 Apr 2021
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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 ...

04 Jan 2021
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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 ...

02 Feb 2019
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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 ...

22 Oct 2018
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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 ...

18 Dec 2017
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Stay away negativity

A lot of distributor engage in posting lot of negative messages (profession related or otherwise too) on social media. Stay away from it. Yo ...

13 Nov 2017
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Everything will settle down

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 ...

06 Nov 2017
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Make yourself premium

Many distributor meet clients at odd hours because clients demand this. This should be avoided. Be professional. Doing it once in a whi ...

20 Oct 2017
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Create your own brand

Create your own brand. It helps big time in the long run. While you may not see value of branding in the short term, it will slowly compound ...

16 Oct 2017
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Keep it simple

Sell simple products and keep things simple. Don’t make things complicated for clients thinking that they will then put more value in ...

11 Sep 2017
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Nothing is permanent

Nothing is permanent in life. The same is true with mutual fund advisory and distribution business also. The model will keep on changing. Re ...

07 Aug 2017
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Don't be an all rounder

Don’t be an all rounder. You should be the advisor and let your people do the servicing. Team work brings reward to everyone. You know ...

31 Jul 2017
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It's your choice

Being in mutual fund distribution business was an IFAs choice. Being successful is his own responsibility. Don’t look for excuses. Don ...

12 Jun 2017
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Be loyal to your clients. They will reciprocate their loyalty to you.

Loyal Clients are key to IFAs growth. There is a simple rule to make loyal clients. Be loyal to your clients. Most clients will reciprocate ...

05 Jun 2017
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There are all type of IFAs

There are stories of IFAs everywhere and there are also excuses by IFAs everywhere. Which side are you? In every city there are IFAs who are ...

22 May 2017
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Long Route is the Short Route

If you want to take the short cut, take the long route. Yes, that's the way you can cut the distance by half. A short cut is a myth. It ...

30 Dec 2016
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Disruption will keep on happening

Disruption is happening in the investment advisory marketplace in India. Regulation is tightening the grip. Competition is emerging fast. Di ...

19 Oct 2016
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Keep Going

Keep your focus intact. Keep your head down. Keep your discipline running. Keep selling SIPs. Keep servicing clients. Keep understanding the ...

04 Aug 2016
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Ignore the noise

There is so much noise around. About regulations, market movements, performance, research, client behavior, etc. Average IFAs participate in ...

15 Mar 2016
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