Simplicity wins. The biggest contributor to AUM is mark to market gains and SIP.
  • April 10th, 2018
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Humble MFDs grow faster.
  • February 19th, 2018
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Falling markets are less damaging than lower confidence about the future of mutual fund distribution business.
  • November 2nd, 2017
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Are you the top IFA in your city? If not, miles to go.
  • June 2nd, 2017
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Returns are not everything. Protection of principal is also an important aspect of portfolio management.
  • February 28th, 2019
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An advice with good intent is mostly good.
  • September 3rd, 2018
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Be cautious of clients who are only returns centric. Look for those who are relationship centric.
  • May 23rd, 2019
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If you have clients you have everything. Preserve them.
  • August 21st, 2018
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Clients take time to recognize good advice and service. Don't give up.
  • May 19th, 2017
  • 108
There are many types of client. Choose your types.
  • November 12th, 2018
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