Business Development

Nisreen Mamaji learned not to be complacent while Hiten Shah earned a few certifications which proved to be beneficial for his practice in 2016.

Vinayak Sapre, Yogita Dand, Srikanth Matrubai and Dilshad Billimoria share their plans and strategies to grow their business in 2017.

Shifali Satsangee says she will launch an app for her clients while Sadashiv Phene plans to tap the retail market by conducing investor awareness programs (IAPs) in B15 cities.

It is important to apply your past learnings while making your goals for 2017. We ask leading advisors what were their biggest learnings in 2016.

Nashik based advisor Ajay Kale and Delhi based advisor Pawan Gupta recall their learnings and achievements of 2016.

Rohit Shah, Founder and CEO, Getting You Rich and Belgaum based IFA Datta Kanbargi talk about the books which helped them in their practice.

Rajesh Chheda of Finance Factory shares his experience of charging fees from clients.

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.