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5 simple tips to conduct SIP drive successfully
Based on our analysis of SIP drives, here are some tips that will help you conduct a successful one.
by
Nishant Patnaik
Mar 7, 2022
What do international funds have in store for MFDs?
From asset diversification to variety in offerings, MFDs can gain a lot by recommending international funds.
by
Abhishek Kumar
Feb 19, 2022
How to deal with ‘return-obsessed’ millennial clients
MFDs often face pressure from millennial clients to include the ‘best performing’ but high-risk funds in their portfolio. Here’s how some MFDs are dealing with this challenge.
by
Abhishek Kumar
Feb 12, 2022
How to deal with worried clients during market volatility?
Experts say the first step is to make investors aware of the market’s nature so that corrections do not come as a shock for them.
by
Abhishek Kumar
Jan 29, 2022
5 cost-effective New Year gifts for your clients
This New Year give diaries & calendars a miss and gift something more thoughtful to your clients.
by
Karishma Gagwani
Dec 28, 2021
How do MFDs rebalance their client portfolios?
MFDs say they do not prefer mechanical rebalancing as market situation and clients’ preferences change over time.
by
Abhishek Kumar
Dec 20, 2021
Proprietorship, partnership or company: What fits you the best?
Here are the business registration options you can explore along with their features and benefits.
by
Abhishek Kumar
Dec 14, 2021
For MFDs, asset allocation is personalised and data driven
MFDs say set asset allocation formulas do not work in the real world as each investor has different goals and risk appetite.
by
Abhishek Kumar
Dec 13, 2021
Testimonials – A powerful tool to attract new clients
Here are some simple tips that will help you get testimonials from clients effectively.
by
Karishma Gagwani
Dec 11, 2021
Phrases MFDs can and can’t use to promote business
According to regulations, MFDs should avoid using terms like advisory, consultancy and management when promoting their business
by
Abhishek Kumar
Dec 4, 2021
Here is how MFDs can build an efficient team
Experts say MFDs should focus on bringing new clients and leave the day-to-day operation to their employees.
by
Abhishek Kumar
Nov 29, 2021
4 simple yet effective tips to generate leads in the digital world
Read on to know newer ways to get prospective clients.
by
Karishma Gagwani
Nov 8, 2021
4 questions for MFDs to ponder over in the living with pandemic era
The pandemic has created a paradigm shift and hints at the need for some introspection.
by
Karishma Gagwani
Oct 22, 2021
Learn the art of new client acquisition through referrals
Here are some tried and tested tips that can help in acquiring new clients through referrals.
by
Karishma Gagwani
Oct 18, 2021
Master the art of following up with clients
Here is how MFDs can follow up with their prospects without being pushy.
by
Karishma Gagwani
Aug 11, 2021
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