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
‘RIA model is here to stay in India, you have to decide how to charge fee’
Mimi Partha Sarathy, Founder & Managing Director, Sinhasi Consultants shares her experience of charging fees from clients.
by Banali Banerjee Nov 25, 2016
‘Depending only on referral will limit your business growth’
In this series, we will talk about how advisors are acquiring new clients apart from referrals. We spoke to two leading advisers Vishal Dhawan and Ritesh Sheth to understand how they acquire new clients.
by Darshita Shah Nov 21, 2016
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 15, 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 27, 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