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  • Business Development

    Communication is the key to fill gaps
    Ashish Modani and Shyam Sunder talk about the books which helped them in their practice.
    by Darshita Shah Nov 16, 2016
    ‘The fee-phobia is more in the minds of advisers than investors’
    Col (Retd) Sanjeev Govila, Founder of Hum Fauji Initiatives shares how he started charging fee and why IFAs should adopt a fee based model.
    by Banali Banerjee Nov 10, 2016
    The book that teaches you to turn a crisis into success
    Srikant Matrubai and Nitin Vete talk about the book which helped them in their practice and what they learned from it.
    by Darshita Shah Oct 28, 2016
    ‘People buy relationships from people and not just products’
    Khyati Mashru and Melvin Joseph talk about the book which helped them in their practice what they learned from it.
    by Darshita Shah Oct 25, 2016
    ‘New advisers can start with a lower fee structure’
    Kavitha Menon shares how she started charging fee and why it is important to have conviction while asking for fees from clients.
    by Banali Banerjee Oct 20, 2016
    ‘It is not true that people are not willing to pay fees. We are afraid to ask'
    This series will feature advisers who charge fee from their clients. In the first series, Suresh Sadagopan, Founder of Ladder7 Advisories narrates how he started charging fee, what problems he faced and how he tackled them.
    by Banali Banerjee Oct 15, 2016
    AMCs should create a community of ‘missionaries’ to evangelize the cause of mutual funds
    Here are the key highlights of the panel discussion on ‘Is investor awareness the magic bullet?’ held recently at Cafemutual Confluence 2016 in Mumbai.
    by Team Cafemutual Oct 6, 2016
    Are you using #hashtags the right way?
    Advisers can use hashtags to reach out to prospects on social media who are actually looking for your services.
    by Banali Banerjee Sep 28, 2016
    ‘Clients trust women advisers more than men’
    Continuing with our series on ‘Secrets of successful women advisers’, we profile Mimi Partha Sarathy and Jennifer Mendes who share their success mantras and what has helped them excel in this profession.
    by Banali Banerjee Sep 28, 2016
    ‘Failure is necessary to taste success’
    Nisreen Mamaji and Shyam Sunder share the best advice they ever got which helped them succeed as advisers.
    by Darshita Shah Sep 23, 2016
    ‘Women make better advisers’
    Jalpa Broker and Anita Kanbargi share what has helped them succeed as advisers.
    by Banali Banerjee Sep 22, 2016
    ‘Don’t start a conversation with investor with products’
    Vatsal Shah and Ashish Modani share the best advice they ever got which helped them succeed as advisers.
    by Darshita Shah Sep 20, 2016
    ‘No client is big or small’
    Hiten Shah and Pranav Patel share the best advice they ever got which helped them succeed as advisers.
    by Darshita Shah Sep 17, 2016
    The best advice I ever got
    Manoj Chahar and Vinayak Sapre talk about the best advice they ever got.
    by Darshita Shah Sep 15, 2016
    ‘Asking for fee from clients is not a sin’
    Kavitha Menon and Nisreen Mamaji share their secret mantras and what helped them to succeed in the advisory profession.
    by Banali Banerjee Sep 15, 2016