10 inspiring ways to become a true financial planner
There is a world beyond data, product or investment advice and financial plan and there are several ways by which you can add value to your investor’s financial life.
by Nandish Desai Oct 30, 2012
What to tell your prospective clients before onboarding them?
A quick guide to help you make the right connection and build the right chemistry with your prospective clients.
by Ravi Samalad Oct 30, 2012
How can IFAs tap young clients?
A few tips for IFAs to reach out to India’s next generation investors.
by Team Cafemutual Oct 27, 2012
How can advisors overcome the challenge of direct plans? – II
In this second series, we present a few solutions from advisors on how to retain clients.
by Ravi Samalad Oct 25, 2012
8 killer myths that Financial Planners believe in and its killing their business
Today, I want to talk about some of the myths, which most financial planners believe in! These myths are destroying their business and stopping them from growing their advisory practice. Let’s talk about them one by one.
by Nandish Desai Oct 24, 2012
How can advisors overcome the challenge of direct plans? – I
Cafemutual speaks to a few experts in this series to find out how IFAs can meet the challenge head-on.
by Ravi Samalad Oct 22, 2012
How can investor awareness programs help IFAs get new clients?
A quick guide on how advisors can conduct investor awareness workshops to expand their client base.
by Ravi Samalad Oct 21, 2012
Is the retail model still attractive for mutual fund advisors?
While some IFAs are beginning to restructure their business models towards High Net worth Individuals (HNIs), those IFAs wishing to build a retail client base are reworking their strategies.
by Ravi Samalad Oct 18, 2012
Bond issues gain acceptance among both advisors and clients
With their fixed returns, the bond issues remain an attractive option for both advisors and investors, finds Ravi Samalad
by Ravi Samalad Sep 6, 2012
Post the entry load ban, Yogin Sabnis had to rework his business model
Continuing our series on ‘Challenges faced by IFAs’…
by Pallabika Sep 5, 2012
The Best Advice I Ever Got - II
“Overcoming geographic limitations by connecting with clients virtually has shown me the path to expand my clientele around the globe,” says Suresh Mohta, IFA from Kolkata.
by Pallabika Aug 23, 2012
Sougata Mitra turned an adversity to an opportunity
By educating and providing value added services to his clients, Sougata was able to turn disgruntled clients into informed and happy investors.
by Pallabika Aug 10, 2012
After walking on fire, selling MFs is a cakewalk, says Ramakant Mahawar
The first in a series of ‘The Best Advice I Ever Got’
by Pallabika Aug 10, 2012
My first client taught me to be flexible with work timings, says B Jitu, IFA from Kolkata
We continue with some more interesting stories in our series ‘How I got my First Client’
by Pallabika Aug 6, 2012
We slashed our client base from 11,000 to 600 in order to make our business profitable: Vinod Jain
Vinod Jain, known as the ‘king of SIPs’ in the distribution fraternity had to downsize his client base by parting with 10400 clients. Today he has been able to streamline his business by catering to a niche clientele with a minimum ticket size of Rs 25 lakh.
by Ravi Samalad Aug 2, 2012