Business Development

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

Learn how to earn your right to grow your business through referrals

Tensing Rodrigues shows how IFAs can prosper and grow under the changed circumstances!

Ensuring that your client has the right set of expectations ensures harmonious relationship

Post August 1, 2009, distributors need to re-engineer their offerings to provide more value to their clients and in the process earn a higher fee. Wrap accounts provide distributors an effective way to deliver greater value and earn fee from the client. Read on to discover what they are.

Having difficulty in conforming to the new KYD norms? Here is a step-by-step guide