Some clients are unhappy when returns are not good but most clients are supportive in bad markets. Stay positive and respect clients.
  • March 6th, 2020
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Active clients and active advice are both dangerous for long term business.
  • December 31st, 2018
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Your potential lies in the company you keep. Be with top MFDs
  • June 27th, 2018
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Too much research doesn’t work in mutual fund business. A few good AMCs and a few good schemes with good track record is all you need.
  • June 15th, 2020
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Be critical of yourself, not the industry.
  • June 13th, 2020
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Don’t surprise clients with what they don’t expect. Communicate with them early about the challenges in the portfolio.
  • January 29th, 2019
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Clients look for trust more than returns.
  • May 22nd, 2017
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Be humble while you grow. Else you may have money but not respect.
  • October 14th, 2019
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If you stay, you will grow.
  • September 23rd, 2019
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Focus on your own business; not others.
  • June 3rd, 2017
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