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The quality of your action will depend on the size of your vision.
  • April 23rd, 2018
  • 0
Gut feeling doesn’t work in equity markets. Discipline and patience does.
  • December 3rd, 2019
  • 1
Market volatility bothers IFAs more than clients.
  • September 4th, 2019
  • 0
Be active in client servicing. Be passive in portfolio churning.
  • July 16th, 2018
  • 0
Advisors obsession and bias for equity is not a good thing. Never ignore the power of asset allocation.
  • July 10th, 2020
  • 0
Find new clients. There are millions out there.
  • August 29th, 2019
  • 0
There is no substitute to knowledge. Just being an expert in sales won't take you far.
  • January 30th, 2018
  • 0
Monthly SIP book of 1% of AUM is the ultimate rule for AUM growth.
  • October 12th, 2017
  • 1
Your gut feeling is the most dangerous thing for your clients. Stay away from it while deciding on clients investments.
  • June 8th, 2021
  • 144
Redemptions are part of business. Mostly, clients come back with higher Investments.
  • August 27th, 2019
  • 0

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