Business Development

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.

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.

Rajan Mehta, Executive Director, Benchmark AMC discusses the pros and cons of various models of compensation

Most of the national distributors plan to add new investment centers to penetrate the mutual fund industry

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

Mr. Rajan Mehta, Executive Director, Benchmark AMC points to the long-term potential of the investment advisory business in India

A majority of the IFAs feel that skill development and training provide a much needed edge to them while dealing with their clients

The rising affluence in India presents an opportunity for Family CFOs to evolve and guide clients in investments as well as expenditure planning

Choose a fund manager with consistent investment philosophy and commitment to the funds he or she manages

Tensing Rodrigues says the changing environment presents new opportunities

Nilanjan Dey provides time-tested advice to those wanting to join the ranks of Financial Advisors

Absolutely, no debate on that, feels Amit Trivedi of Karmayog Knowledge Academy.

Amit Trivedi underlines the need to align their book of business with their clients’ portfolio

Tensing Rodriques examines the legal ramifications of mis-selling and fraudulent actions in the cont

Keeping a record of routine personal information saves lot of time and effort