+91 9883818627 Sign up

HELP LINE +91 9883818627

Restrict your meetings within work hours.
  • June 15th, 2017
  • 1
Clients expect their financial advisor to be confident. Take informed and matured decisions when managing clients portfolio.
  • August 5th, 2019
  • 0
Clients generally accept losses but not surprises. Keep them updated.
  • September 27th, 2018
  • 0
Focus on your AUM, not the other IFAs business.
  • January 15th, 2020
  • 0
While many IFAs kept on watching, some IFAs scaled new heights.
  • July 10th, 2017
  • 0
Great service doesn't make you money but helps you keep clients for long which in turn makes you lot of money.
  • November 20th, 2017
  • 0
Meet a prospect less but read an hour more.
  • August 29th, 2020
  • 1
Don’t just sell performance. It will not stay for ever.
  • July 4th, 2018
  • 0
Over long term you will get paid twice the number of days you work in this profession.
  • December 11th, 2017
  • 0
Scale in mutual fund business depends on mutual understanding between advisor and the client.
  • February 25th, 2020
  • 0

Thought Categories

Quick Links