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FREE HELP LINE +91 9883818627
It is quite natural for clients to look for higher returns but as investment professional we must know that safety is their primary concern. ...
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STPs could be used in many ways. It could be used as a capital protection strategy wherein only the appreciation amount can be transferred t ...
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Few AMCs and IFAs promote daily or weekly SIPs. They claim that historical data suggests that returns are better because of this. Many IFAs ...
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Remember 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 ...
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Different clients have different needs. So, there is no problem in selling different financial products to your clients. However, for you to ...
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They say ‘Compounding is the 8th wonder of the world’. I agree. It works not only for clients but IFAs too. Clients reap compoun ...
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Focus on learning. Don't get involved in useless discussions which yield nothing. AUM talks, nothing else matters. Super IFAs focus on d ...
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The investment you make will grow with time. Your SIPs will give you fantastic returns. However, your investment could be money spent on lea ...
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Nothing beats knowledge. Advisory should be based on competence, not gut feeling. IFAs must remember that clients trust them with their hard ...
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