Guest Column

For financial advisers, one of the toughest moments is when markets are not doing well. People start to panic. That’s a moment when your calm, your clarity, is extremely crucial for the other person to sense that they don’t have to panic.

You need to consider the investment horizon as the starting point and align it with the average maturity of the fund to ensure that it is in line with your client’s time horizon and risk profile.

Running helps me take better decisions and have a very healthy work life balance.

If you feel that the adviser model is not viable for you then you may keep functioning as a distributor focussing on mutual funds only without digressing into the advisory route.

Retail fund distribution is undergoing a structural change. Opportunities are plentiful and distributors need to provide a comprehensive solution catalogue in alignment with the needs of customers.

If one sees this activity as a profession rather than a business, one will be more likely to have the best intention and interest of the client in mind.

Small and large IFAs must come together and corporatize themselves into a single, united business entity.

To increase investor confidence in MFs, we have to manage volatility. If we achieve this, there will be no reason for investors to stay away from MFs.

Through IAPs, an adviser gets to address a group of investors.

Srikanth Matrubai of Sri Kavi Wealth, bestowed the Samman Award recently at the MFRT Conference, cites the interesting evolution of cab services to show how IFAs can tackle the competition from direct plans. Read on.

If you are wondering how to ease the nerves of your clients while you talk about the grim reality of life, we have a couple of tips to help you bring up the conversation on wills in a subtle way.

The To Do list is great at telling you what you need to accomplish today, or what your priorities were yesterday.

I suggest this because you may think an elevator pitch is something that a salesperson uses. Because you are uncomfortable selling your services.