Business Development

A few tips for IFAs to reach out to India’s next generation investors.

In this second series, we present a few solutions from advisors on how to retain clients.

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.

Cafemutual speaks to a few experts in this series to find out how IFAs can meet the challenge head-on.

A quick guide on how advisors can conduct investor awareness workshops to expand their client base.

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.

With their fixed returns, the bond issues remain an attractive option for both advisors and investors, finds Ravi Samalad

Continuing our series on ‘Challenges faced by IFAs’…

“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 educating and providing value added services to his clients, Sougata was able to turn disgruntled clients into informed and happy investors.

The first in a series of ‘The Best Advice I Ever Got’

We continue with some more interesting stories in our series ‘How I got my First Client’

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.

Rajesh Koradia of Save and Smile shares how he got his first client.

IFAs need to build their identity which should help their potential clients understand what they are good at.