How to handle NRI clients – A primer
The Indian Diaspora presents a lucrative opportunity to those who get it right. Ravi Samalad has a few useful tips and insights on managing NRI clients
by Ravi Samalad Oct 3, 2011
Tips on advising senior citizens
Senior citizens have different investment needs and concerns. Jayshree Pyasi gathers tips from some seasoned advisors on addressing these needs and concerns more effectively
by jayshree Sep 28, 2011
How to acquire and deal with celebrity clients
Interested to know about how you can land celebrity clients but don’t know where to start. We spoke to a few advisors who have dealt with celebrity clients.
by Ravi Samalad Sep 26, 2011
How to target corporate employees?
Acquiring clients by targeting them at their work place is still a nascent concept in India though it has proven to be an effective approach in many developed markets. Jayshree Pyasi has a few interesting pointers to make it work for you.
by jayshree Sep 25, 2011
How to target women investors?
Last week, we saw how women investors differ from men counterparts. This week Jayshree Pyasi finds out how advisors need to tweak their approach and pitch with women investors.
by jayshree Sep 25, 2011
How is the bread buttered?
Rajan Mehta, Executive Director, Benchmark AMC discusses the pros and cons of various models of compensation
by Rajan Mehta Apr 21, 2011
National distributors on expansion mode
Most of the national distributors plan to add new investment centers to penetrate the mutual fund industry
by Pallabika Apr 11, 2011
MF industry in talks with legal experts on trail nomination
Ravi Samalad finds that the mf industry is trying to figure out how a nominee can be paid trail even if he or she is not an ARN holder
by Ravi Samalad Apr 4, 2011
The Future of Investment Advisory Business
Mr. Rajan Mehta, Executive Director, Benchmark AMC points to the long-term potential of the investment advisory business in India
Posted on Apr 1, 2011
Training crucial for distributors: Survey
A majority of the IFAs feel that skill development and training provide a much needed edge to them while dealing with their clients
by Team Cafemutual Feb 10, 2011
Become the Family's CFO
The rising affluence in India presents an opportunity for Family CFOs to evolve and guide clients in investments as well as expenditure planning
by Shalini Amarnani Jan 24, 2011
How to select a fund manager
Choose a fund manager with consistent investment philosophy and commitment to the funds he or she manages
by Arjun Parthasarathy Jan 18, 2011
Opportunity Beyond Adversity
Tensing Rodrigues says the changing environment presents new opportunities
by Tensing Rodrigues Dec 5, 2010
Getting started as a planner
Nilanjan Dey provides time-tested advice to those wanting to join the ranks of Financial Advisors
by Nilanjan Dey Dec 5, 2010
To fee or not to fee!
Absolutely, no debate on that, feels Amit Trivedi of Karmayog Knowledge Academy.
by Amit Trivedi Nov 25, 2010