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Great advisors make their clients a passive investor.
  • October 21st, 2019
  • 0
Choose your clients and then treat them as family.
  • July 18th, 2020
  • 0
The returns are the most when you invest in people and technology.
  • February 18th, 2020
  • 0
Some clients will leave. Let them go with grace.
  • April 16th, 2018
  • 0
A perfect combination of integrity and competence will make you a top IFA.
  • February 6th, 2020
  • 0
SIP is good for AUM growth in the long term but you also need to procure lumpsum to sustain in the short term.
  • June 21st, 2019
  • 1
Clients take time to recognize good advice and service. Don't give up.
  • May 19th, 2017
  • 108
Be transparent in dealing. It helps in getting large ticket business.
  • July 26th, 2019
  • 0
Creating a big vision is the most difficult part of mutual fund distribution business.
  • February 1st, 2020
  • 0
When you become successful you automatically motivate fellow advisors.
  • July 10th, 2019
  • 0

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