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Focus on mutual funds but don't ignore other products which are good for clients.
  • August 4th, 2020
  • 1
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
Generating alpha by selecting the right mutual fund schemes is a matter a luck, not expertise.
  • July 26th, 2018
  • 0
Clients look for advisors integrity and loyalty more than returns. Be the best you can be.
  • October 4th, 2018
  • 0
Compete nationally, not locally. This will help you grow faster.
  • June 23rd, 2020
  • 0
Don’t expose clients with too much equity. Don’t jump to buy equity at every fall.
  • October 9th, 2018
  • 0
Ask for a reference. It doesn’t cost a penny and can make you a millionaire.
  • July 24th, 2019
  • 0
While many IFAs kept on watching, some IFAs scaled new heights.
  • July 10th, 2017
  • 0
Your clients believe in you. Never break their trust.
  • March 20th, 2018
  • 0
Provide guaranteed service. Returns are anyways not guaranteed.
  • August 14th, 2018
  • 0

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