Business Development

Khyateey Dutt (Plant Rich Consultancy) won over the confidence of her first client who was a general manager of a big firm through a cold call.

Nisreen’s first client was a diamond merchant who invested Rs 10 lakh in a diversified equity fund.

Always wanted to get access to wealthy clients? Read on to find out what you need to do to build a HNI client base.

Advisors can build their niche among young professionals who are earning decently and are willing to take risks.

Partha Iyengar, Founder Accretus Solutions has worked on a fee based model since the day he launched his advisory practice. In this article, he gives a few tips and interesting advice on charging a fee.

A survey conducted by Horsesmouth, a leading U.S. firm that provides support services to financial advisors suggests that pursuing a niche prospecting strategy is an effective way to grow your financial advisory business.

A good financial planner is a good seller, says Vinayak Sapre of VVS Ventures

Advisors overseas use client advisory boards to get structured feedback from clients. Though, the concept is new to India, it is worth implementing

Asking your clients explicitly to give you referrals may not be such a great idea. Instead offer to solve problems that your client’s friends may be facing.

A different approach is needed to manage woman investments, say financial advisors.

Usha Mallya and Vinayak Sapre have started a consultancy firm for advisers called ‘Insights’.They will offer practical and hands-on training to advisers who are facing any issue relating to business development, HR, customer service, etc.

Gajendra Kothari of Etica Wealth Management shares how these 5 apps can make a great difference to your productivity.

Pi lived with a Bengal Tiger (Richard Parker) and its time we learn to adapt ourselves to regulations.

In their latest e-Book, Nandish Desai & Manish Chauhan of Jagoadvisors have profiled some of India’s leading financial planners. Here are the edited excerpts from their 116 page e-Book.