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