MasterstrokeFree Videos

Watch short videos by Brijesh on specific topics related to clients, marketing, fund selection, growth targets, managing behavior, etc.

MasterstrokePaid Videos

These are exhaustive videos on business development which every IFA should watch. These videos will help you improve your efficiency, give a clear direction and motivate you to become a top IFA.

  • Stay loyal to your clients

    Most clients are extremely loyal to their advisors. All they expect is an honest advice and good service. They may talk about returns but eventually they value relationship more than just returns. This makes the job of an advisor very very simple. Just do your best and you can ...
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  • Don’t hurry

    The budget has become routine for the markets. Like any other event. Don’t overemphasize it. Don’t try to be ‘Me First’ in sending budget highlights to clients. Many clarifications take a few days to come. Also, send only those changes/highlights which are related to your work. Nothing more. Clients ...
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  • Advisory is becoming more challenging

    Financial markets are dynamic. Things change over time. We used to consider mutual funds as very safe. They still are but defaults in debt market is impacting debt funds negatively. Any which way, It was difficult to sell debt funds to clients over bank fixed deposits and on top ...
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IndustryNews / Articles
  • RTAs should be asked to update KYC immediately, FIFA requests AMFI

    Highlighting the key issues faced by the mutual fund distribution community, Federation of Independent Financial Advisors (FIFA) has submitted ...
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  • Advisors with mobile apps will have a big advantage

    Financial advisors with mobile apps are more likely to succeed in the future. A survey by business and management ...
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  • Impact of new SEBI norms on debt funds

    In its board meeting, SEBI accepted the new valuation norms for debt mutual funds proposed by Mutual Fund Advisory ...
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