I started two years ago as an IFA. Today my AUM is Rs.3 crores and SIP book is 6 lacs pm. Am I going good?

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My AUM is 15 Crores and SIP book is 7 lacs in 3 years. Am I going good?

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I have 700 clients with AUM of 40 crores and SIP book of 30 Lacs. What should be my action plan to grow?

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What are the two most important things I should do for growth?

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How many times I should meet a client every year?

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How often I should review clients portfolio?

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What should be covered in a client review?

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How can I increase my SIP book value & AUM?

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Is it important to link SIP with goals of clients?

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How to decide which debt funds scheme to sell?

  • 41
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Can I give gifts to my clients? Is this legal?

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Which is better: SIP or STP?

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How will you define long term when it comes to investing in equity funds?

  • 34
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Should I suggest monthly SIP or daily or weekly SIPs. Which one gives better returns?

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One of my client wants to understand the difference between direct and through agent. How to respond and convince him?

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What is the best way to get new clients?

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what is the decent AUM for an IFA in the first 5 years? What should be the target of SIP book?

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Are IAP's(Investor Awareness Programs) useful?

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Should I prefer mid cap and small cap funds for SIP?

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I have 200 clients. How many SIPs should I have?

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