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Wealth Beats

Articles

Adopting a ‘goal based advisory approach’ has helped Bhadresh generate 5,500 SIP accounts
He started recommending mutual funds to his clients, especially through the SIP route early on. Today, he has 5,500 live SIP accounts & a SIP book of Rs. 1.50 crore.
by Ravi Samalad May 30, 2016
How IAPs help Bharuch-based IFA Pratik Shah acquire new clients
Pratik Shah’s family has been associated with markets since 1972. He took over his family business in 2004. Through IAPs and referrals, he has been able to add new clients at a fast pace. In fact, in every two days, he gets a new SIP worth Rs. 10,000!
by Ravi Samalad & Poonam Bansal May 23, 2016
‘Wealth Beats aims to inspire IFAs to achieve their dreams’
A Balasubramanian, CEO, Birla Sun Life AMC talks to Cafemutual about his AMC’s new initiative ‘Wealth Beats’ and how it will help IFAs inspire to achieve more.
by Ravi Samalad May 16, 2016

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April 2016
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