Business Development

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.

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.

Mimi Partha Sarathy, Founder & Managing Director, Sinhasi Consultants shares her experience of charging fees from clients.

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.

Ashish Modani and Shyam Sunder talk about the books which helped them in their practice.

Col (Retd) Sanjeev Govila, Founder of Hum Fauji Initiatives shares how he started charging fee and why IFAs should adopt a fee based model.

Srikant Matrubai and Nitin Vete talk about the book which helped them in their practice and what they learned from it.

Khyati Mashru and Melvin Joseph talk about the book which helped them in their practice what they learned from it.

Kavitha Menon shares how she started charging fee and why it is important to have conviction while asking for fees from clients.

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.

Here are the key highlights of the panel discussion on ‘Is investor awareness the magic bullet?’ held recently at Cafemutual Confluence 2016 in Mumbai.

Advisers can use hashtags to reach out to prospects on social media who are actually looking for your services.

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.

Nisreen Mamaji and Shyam Sunder share the best advice they ever got which helped them succeed as advisers.

Jalpa Broker and Anita Kanbargi share what has helped them succeed as advisers.