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Focus on assets under regular advice. Assets without regular touch will not stay for long.
  • January 30th, 2019
  • 0
Opportunities beat challenges everytime.
  • September 28th, 2017
  • 0
Every business has it’s own ups and downs. Managing any business requires some unique skills.
  • April 2nd, 2018
  • 1
Poor delegation costs advisors crores of AUM they could have added.
  • October 22nd, 2018
  • 0
Put client interest before everything else. This will put you ahead of everyone else.
  • September 21st, 2020
  • 1
Control risk. Returns are volatile.
  • April 22nd, 2019
  • 0
Add integrity to advice and you will become a super successful advisor.
  • May 16th, 2020
  • 0
Hold clients for long term the same way you ask clients to hold their Investments. It is difficult but payoff is big.
  • May 28th, 2018
  • 0
Don't just sell returns. Focus on risk adjusted returns.
  • February 20th, 2018
  • 0
Sell STPs. They help you acquire AUM faster.
  • September 12th, 2019
  • 0

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