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Clients don't have objections. They want reassurances.
  • March 30th, 2021
  • 128
Self motivated IFAs find time to learn new things. Other IFAs are too busy.
  • September 5th, 2019
  • 0
Selecting a mutual fund scheme requires skill but don't over do it.
  • September 21st, 2017
  • 0
Receipe to become a top IFA; Two meetings a day.
  • May 24th, 2017
  • 107
Have an eye on risk in clients portfolio. Don't go overboard.
  • January 6th, 2018
  • 0
Regulations are becoming tougher but one of the reasons behind the success of mutual fund industry is the regulator.
  • June 16th, 2017
  • 0
Monthly SIP book of 1% of AUM is the ultimate rule for AUM growth.
  • October 12th, 2017
  • 1
Redemptions are part of business. Mostly, clients come back with higher Investments.
  • August 27th, 2019
  • 0
Find new clients. They will stay longer with you.
  • June 13th, 2017
  • 0
MFDs have a right not to work for an AMC but they must not abuse them or their people in any way.
  • May 29th, 2019
  • 0

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