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HELP LINE +91 9883818627
Small bites to learn, get motivated and stay focused.
Trail is the best form of remuneration in the whole world. Be blessed that you are a beneficiary of trail. It’s time IFAs understand t ...
Being in mutual fund distribution business was an IFAs choice. Being successful is his own responsibility. Don’t look for excuses. Don ...
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 ...
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 ...
Compounding works in the long term. Just like investments multiply over long term because of compounding, IFAs also need to think the same w ...
Vision drives effort. So, what matters is how large is your vision. Many IFAs start with a small vision because their background may be humb ...
I have seen that markets rarely trade at fair value. They trade either way a premium or at a discount. For eg., If you think that Index' ...
We as IFAs grow because our clients grow. Stick to them in thick and thin. All clients won't grow but a few of them will grow at a light ...
SIPs don’t yield much in the short term; both for the clients and the IFA. However, it is like a tortoise. It eventually wins. Build y ...
Focus on learning. Don't get involved in useless discussions which yield nothing. AUM talks, nothing else matters. Super IFAs focus on d ...
The mutual fund industry is growing. A lot of money is at stake now. This is the reason regulation is getting stricter. To grow, you must al ...
To become a successful IFA is easy. Sell what you will buy for yourself. When you are fully convinced about a product, you can sell it with ...
It is impossible to control the markets. They will always surprise. Focus on your processes. It will help you grow. Set your client engageme ...
Clients are not interested in your targets and commissions. They are only interested in solutions which can improve their financial life. Li ...
There are hundreds of IFAs who have grown in the last decade. You may not know most of them. The reason is; they worked silently all the way ...
If you help your clients investment go up, clients will protect you from falling down. It is simple and there is no rocket science in this. ...
IFAs are best suited for sales, not paperwork. Hire people for servicing and other issues. You should get engaged in sales. That is what you ...
Adding new clients is very important. It is critical to increase your business and also to replace existing clients who will leave you for v ...
Investment advisory is basically about (1) Integrity (2) knowledge of products and (3) managing clients behaviour. That's it. If you ...
Every advisor is different. Learn from others but don't try to copy. Your age, background, expertise, city, clients, etc are all differe ...
Buy and hold remains the most profitable virtue of investing. Yet, most financial advisors try to play an active role in managing their clie ...
