The only way to survive and flourish is to develop competency and work with integrity.
  • June 3rd, 2019
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If you short term strategy pays off it doesn’t mean you are a long term player. Manage behaviour not markets.
  • November 6th, 2018
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Create a team to fly high. Either back office, sales or both.
  • October 11th, 2017
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We must understand that we work for clients. It’s just that AMCs pay us on their behalf.
  • July 5th, 2019
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Resist transactions. Lower the action, higher the returns.
  • April 21st, 2020
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Look up to top IFAs but never look down upon yourself.
  • November 1st, 2017
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Good intent mostly results in great advice.
  • December 5th, 2019
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Bias of distributor kills the investor. Remove bias through knowledge.
  • February 27th, 2019
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Grow with clients, not before them.
  • April 3rd, 2019
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Clients can accept losses but not if their advisor doesn't pay attention to their portfolio.
  • June 9th, 2020
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