+91 9883818627 Sign up

HELP LINE +91 9883818627

Clients will save you.
  • January 9th, 2020
  • 0
Be active in client servicing. Be passive in portfolio churning.
  • July 16th, 2018
  • 0
The biggest growth parameter for an MFD is loyal clients.
  • May 24th, 2018
  • 0
If you need more than two reviews a year for a client, it could mean your asset allocation is not right.
  • June 3rd, 2020
  • 0
If you own your client, your clients will never leave you.
  • November 26th, 2019
  • 0
Client's loyalty is won by trust and transparency. Returns comes far later.
  • January 19th, 2021
  • 2
Clients want answers to all their queries. Returns are not the only thing.
  • July 17th, 2020
  • 1
Simplicity will make you and your clients wealthy. Keep selling SIPs.
  • June 8th, 2018
  • 0
This is the time to service the clients well. Don't worry about AUM and income.
  • April 28th, 2020
  • 0
Active clients and active advice are both dangerous for long term business.
  • December 31st, 2018
  • 0

Thought Categories

Quick Links