+91 9883818627 Sign up

HELP LINE +91 9883818627

The quality of your action will depend on the size of your vision.
  • April 23rd, 2018
  • 0
Only one thing will protect you. The loyalty of your clients.
  • December 19th, 2019
  • 2
IFAs grow because of clients. Clients are good.
  • August 1st, 2017
  • 0
Not doing much during panic can yield maximum positive results.
  • March 26th, 2020
  • 0
Risk appetite of clients could be different than yours. Don't go too aggressive or defensive.
  • July 14th, 2017
  • 0
Trail doesn’t come easy. IFAs need to work hard to hold clients from redeeming.
  • September 10th, 2019
  • 0
You can't become big in mutual funds by focussing on life insurance.
  • June 9th, 2017
  • 0
Lower portfolio volatility creates loyal customers.
  • April 16th, 2020
  • 0
Learn Microsoft Excel. It's a must.
  • November 7th, 2017
  • 0
Clients need comfort in bad markets. Be with them.
  • March 23rd, 2018
  • 0

Thought Categories

Quick Links