FREE HELP LINE +91 9883818627
FREE HELP LINE +91 9883818627
The budget has become routine for the markets. Like any other event. Don’t overemphasize it. Don’t try to be ‘Me First&rsq ...
Read More
Challenges are part of any business. In our business, regulations are becoming stricter and many IFAs think it will make them extinct. No, i ...
Read More
A 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 More
I 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 More
Many IFAs meet clients at odd hours because clients demand this. This should be avoided. Be professional. Doing it once in a while is accept ...
Read More
Create your own brand. It helps big time in the long run. While you may not see value of branding in the short term, it will slowly compound ...
Read More
Sell simple products and keep things simple. Don’t make things complicated for clients thinking that they will then put more value in ...
Read More
Nothing is permanent in life. The same is true with mutual fund advisory and distribution business also. The model will keep on changing. Re ...
Read More
Don’t be an all rounder. You should be the advisor and let your people do the servicing. Team work brings reward to everyone. You know ...
Read More
Being in mutual fund distribution business was an IFAs choice. Being successful is his own responsibility. Don’t look for excuses. Don ...
Read More
Loyal Clients are key to IFAs growth. There is a simple rule to make loyal clients. Be loyal to your clients. Most clients will reciprocate ...
Read More
There are stories of IFAs everywhere and there are also excuses by IFAs everywhere. Which side are you? In every city there are IFAs who are ...
Read More
If you want to take the short cut, take the long route. Yes, that's the way you can cut the distance by half. A short cut is a myth. It ...
Read More
Disruption is happening in the investment advisory marketplace in India. Regulation is tightening the grip. Competition is emerging fast. Di ...
Read More
Keep your focus intact. Keep your head down. Keep your discipline running. Keep selling SIPs. Keep servicing clients. Keep understanding the ...
Read More
There is so much noise around. About regulations, market movements, performance, research, client behavior, etc. Average IFAs participate in ...
Read More