Business Development

Maharashtra based Abhay Dandekar and Gujarat based Mukesh Patel share with us how they conduct IAPs.

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.

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.

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.

Khyati Mashru says she plans to acquire 100 new clients this year while Kevin Michael will start advising on loans to his clients.

Ajay Kale and Imran Gilani recall the memories of acquiring their first MF clients and how this experience has helped them in their practice.

A recent white paper published by Advisor Websites gave four simple tips to write blogs effectively.

Nisreen Mamaji learned not to be complacent while Hiten Shah earned a few certifications which proved to be beneficial for his practice in 2016.

Vinayak Sapre, Yogita Dand, Srikanth Matrubai and Dilshad Billimoria share their plans and strategies to grow their 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.

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.

Nashik based advisor Ajay Kale and Delhi based advisor Pawan Gupta recall their learnings and achievements of 2016.

Rohit Shah, Founder and CEO, Getting You Rich and Belgaum based IFA Datta Kanbargi talk about the books which helped them in their practice.

Rajesh Chheda of Finance Factory shares his experience of charging fees from clients.