Betterment CEO’s advice for Indian advisers to grow business
Jonathan B Stein, Founder and CEO, Betterment spoke about the future of financial advice at India Investment Conference organised by CFA Society India and CFA Institute in Mumbai.
by Nishant Patnaik Jan 16, 2017
‘My strategy is to expand my business by promoting value averaging investing plan’
Vinod Jain says that he will conduct more advisors training program in 2017 while Kirit Shah says he plans to expand business through value average investment plans.
by Darshita Shah Jan 13, 2017
‘Get organized to achieve work life balance’
Bangalore based Deepesh Mehta has learned how making a to-do list can help IFAs manage time efficiently while Nashik based Sachin Kharate learnt that a goal based approach made his clients stay put for the long term.
by Darshita shah Jan 13, 2017
‘My aim is to acquire 100 like-minded clients this year’
Khyati Mashru says she plans to acquire 100 new clients this year while Kevin Michael will start advising on loans to his clients.
by Darshita Shah Jan 6, 2017
‘Stuck with his loss in direct equity, the client turned to me for advise’
Ajay Kale and Imran Gilani recall the memories of acquiring their first MF clients and how this experience has helped them in their practice.
by Darshita Shah Jan 3, 2017
Memories and learnings of IFAs in 2016
Nisreen Mamaji learned not to be complacent while Hiten Shah earned a
few certifications which proved to be beneficial for his practice in 2016.
by Darshita shah Dec 31, 2016
Top IFAs reveal their 2017 strategy!
Vinayak Sapre, Yogita Dand, Srikanth Matrubai and Dilshad Billimoria share their plans and strategies to grow their business in 2017.
by Darshita shah Dec 31, 2016
How these advisors plan to grow business in 2017
Shifali Satsangee says she will launch an app for her clients while Sadashiv Phene plans to tap the retail market by conducing investor awareness programs (IAPs) in B15 cities.
by Darshita Shah Dec 29, 2016
I have learned not to get swayed by the bandwagon effect
It is important to apply your past learnings while making your goals for
2017. We ask leading advisors what were their biggest learnings in 2016.
by Darshita shah Dec 29, 2016
What IFAs learned in 2016
Nashik based advisor Ajay Kale and Delhi based advisor Pawan Gupta recall their learnings and achievements of 2016.
by Darshita Shah Dec 23, 2016
‘Success comes from serving untapped markets, not beating competition’
Rohit Shah, Founder and CEO, Getting You Rich and Belgaum based IFA Datta Kanbargi talk about the books which helped them in their practice.
by Darshita Shah Dec 9, 2016
'Providing holistic solutions has helped me charge fee'
Rajesh Chheda of Finance Factory shares his experience of charging fees from clients.
by Banali Banerjee Dec 6, 2016
Encourage your clients to have ‘money talk’ with their family
Many parents are still not prepared to educate their children about wealth, savings and investments. Here is how you can help clients break the money silence at their home.
by Banali Banerjee Dec 5, 2016
Is consuming too much financial news good for your clients?
Frequent buying and selling at inappropriate times is mostly due to overreactions driven by headlines from the financial media, says a white paper by Nationwide.
by Darshita Shah Dec 3, 2016