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Most clients are extremely loyal to their advisors. All they expect is an honest advice and good service. They may talk about returns but ev ...
Read MoreThe budget has become routine for the markets. Like any other event. Don’t overemphasize it. Don’t try to be ‘Me First&rsq ...
Read MoreFinancial markets are dynamic. Things change over time. We used to consider mutual funds as very safe. They still are but defaults in debt m ...
Read MoreDuring bad markets, portfolio of clients go down. Some IFAs, when they approach other existing clients and look at their portfolio, bad mout ...
Read MoreAs a financial advisor, you will definitely grow over time. There is no quick fix way. There is now one way. Keep exploring and keep trying ...
Read MoreThe simplest business I have known is mutual fund distribution and yet many IFAs are making it look complicated. It is not a rocket science. ...
Read MoreIt is quite natural for clients to look for higher returns but as investment professional we must know that safety is their primary concern. ...
Read MoreRevenue will always be under pressure as the industry matures. Don’t worry about that. Also, you have no control on this. You should a ...
Read MoreSTPs could be used in many ways. It could be used as a capital protection strategy wherein only the appreciation amount can be transferred t ...
Read MoreAfter 2018 finance budget, it makes more sense to invest in growth option. This is because, tax deferment is considered to be better than pa ...
Read MoreFew AMCs and IFAs promote daily or weekly SIPs. They claim that historical data suggests that returns are better because of this. Many IFAs ...
Read MoreRemember this. Every rise is not the top and every fall is not an opportunity to buy. Don’t always jump to do bottom fishing. The port ...
Read MoreNo doubt, a lot of investors are moving ‘direct’. It’s there choice. Some of them will benefit from it also while it will ...
Read MoreChallenges are part of any business. In our business, regulations are becoming stricter and many IFAs think it will make them extinct. No, i ...
Read MoreSIP is a killer. It works so very well for clients and for IFAs too. It starts slow but moves at lightening speed once it gets momentum. Eve ...
Read MoreIt is important to hold clients for long term to benefit from them. It takes a lot of time to acquire a client and so it is crucial that the ...
Read MoreAs an IFA, our ultimate objective is to increase our AUM and increase our revenue. However, in order for this to happen, we must always be o ...
Read MoreA lot of IFAs engage in posting lot of negative messages (profession related or otherwise too) on social media. Stay away from it. Your clie ...
Read MoreI remember, around ten years ago, IFAs used to be concerned about the future of mutual fund business since entry load was banned. They thoug ...
Read MoreI coined a golden strategy to grow in mutual fund business. It was the rule of 10/10 – to meet 10 existing/prospective clients every w ...
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