Clients are generally risk averse. Don’t oversell risk.
  • July 2nd, 2018
  • 0
Integrity was, is and will always be the first requirement in managing clients money.
  • June 25th, 2018
  • 0
What matters is a few hundred active clients, not thousands of inactive ones.
  • June 21st, 2018
  • 0
Don’t run after clients. Walk with them.
  • June 18th, 2018
  • 0
Manage client’s behavior, not funds.
  • June 14th, 2018
  • 0
The biggest risk is to handle the next generation of existing clients.
  • February 14th, 2020
  • 0
Simplicity will make you and your clients wealthy. Keep selling SIPs.
  • June 8th, 2018
  • 0
Clients are looking for a knowledgeable and respectable advisor. There is no competition here.
  • May 29th, 2018
  • 0
Hold clients for long term the same way you ask clients to hold their Investments. It is difficult but payoff is big.
  • May 28th, 2018
  • 0
The biggest growth parameter for an MFD is loyal clients.
  • May 24th, 2018
  • 0