Business Development

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.

Vatsal Shah and Ashish Modani share the best advice they ever got which helped them succeed as advisers.

Hiten Shah and Pranav Patel share the best advice they ever got which helped them succeed as advisers.

Manoj Chahar and Vinayak Sapre talk about the best advice they ever got.

Kavitha Menon and Nisreen Mamaji share their secret mantras and what helped them to succeed in the advisory profession.

Bharat Bagla and Anita Kanbargi share their biggest mistakes and what they learned from it.

Kalpana Sheth and Srikanth Matrubai talk about how they got their first client and what they learned from that experience.

Nikhil Thakker and Jigisha Shah share what lessons they learned from their mistakes.