Business Development

How do MFDs rebalance their client portfolios?

MFDs say they do not prefer mechanical rebalancing as market situation and clients’ preferences change over time.

by Abhishek KumarDec 20, 2021

Proprietorship, partnership or company: What fits you the best?

Here are the business registration options you can explore along with their features and benefits.

by Abhishek KumarDec 14, 2021

For MFDs, asset allocation is personalised and data driven

MFDs say set asset allocation formulas do not work in the real world as each investor has different goals and risk appetite.

by Abhishek KumarDec 13, 2021

Testimonials – A powerful tool to attract new clients

Here are some simple tips that will help you get testimonials from clients effectively.

by Karishma GagwaniDec 11, 2021

Phrases MFDs can and can’t use to promote business

According to regulations, MFDs should avoid using terms like advisory, consultancy and management when promoting their business

by Abhishek KumarDec 4, 2021

Here is how MFDs can build an efficient team

Experts say MFDs should focus on bringing new clients and leave the day-to-day operation to their employees.

by Abhishek KumarNov 29, 2021

4 simple yet effective tips to generate leads in the digital world

Read on to know newer ways to get prospective clients.

by Karishma GagwaniNov 8, 2021

4 questions for MFDs to ponder over in the living with pandemic era

The pandemic has created a paradigm shift and hints at the need for some introspection.

by Karishma GagwaniOct 22, 2021

Learn the art of new client acquisition through referrals

Here are some tried and tested tips that can help in acquiring new clients through referrals.

by Karishma GagwaniOct 18, 2021

Master the art of following up with clients

Here is how MFDs can follow up with their prospects without being pushy.

by Karishma GagwaniAug 11, 2021

‘MFDs looking to expand business should consider getting Udyam registration’

MFDs earning over Rs.20 lakh and having GST registration number should consider opting for Udyam registration to avail benefits of cheaper capital.

by Karishma GagwaniJul 26, 2021

How can MFDs create their brand in a cost effective way

Gaurav Mashruwala of A Cutting Edge (ACE) talks about branding, brand and marketing for MFDs and shares with us his views on how MFDs can create their personal brand at no additional cost.

by Karishma GagwaniJul 22, 2021

Four simple yet effective exercises for MFDs to grow business

Read on to know four activities that can help you grow professionally and personally.

by Karishma GagwaniJul 15, 2021

Understanding women clients

Acquiring women clients requires a nuanced understanding of their needs and a willingness to approach the planning process in a way that works for them, reveals a whitepaper by LPL Financial.

by Team Cafemutual Jun 28, 2021

‘What would happen to my business after me?’

Here are key points that must be kept in mind to plan business succession.

by Karishma GagwaniJun 28, 2021

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Does Quality investing approach protect the downside market fall?

Yes

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