It is important to know the risk appetite and risk tolerance of the client. This two pager risk analyzer will help you ascertain your clients behavior towards investments and risks. It is recommended to use it for every client as it also serves the purpose of proper compliance.
This excel sheet will help you keep records of all your client discussions, action plan, important dates and reminders and other items. It will give you a total synopsis of a client each time you review their investments and pending works or plan for a meeting. For each client, make a different excel sheet and save it in “Çlient Folder.” This will also be a step towards compliance.
This is a one stop excel sheet for all your financial calculations instantly. It includes Future value of One time Investment, Future Value of SIP, SWP Calculator, One time + SIP Combo Calculator, Goal based SIP Calculator and others.
A lot of IFAs work very hard but they are not productive. I made this productivity tracker so that you can see your effectiveness every day / every week / every month. Download it and see the difference it will create in your productivity from day 1.
This excel sheet will help you become more effective in marketing and followup. It contains review tracker, meeting tracker and a lot of other fields (which you can customize also) which will help you manage your business well.