Risk management often allows to eliminate the potential risk involved and provides ways to diversify the investment options depending on the goals of investors.
The world has moved to digital communication due to coronavirus pandemic. In such a situation, individual MFDs should equip themselves with effective communication skills to strengthen their relationship with clients.
Investors who have continued their SIPs in the hope of reaching their financial goals soon have been affected due to sharp decline in the market. Hence, it is better to recommend clients to shift their corpus to low risk funds and make incremental contribution to the new funds.
The virus claims its first victim in BFSI sector. Should you follow ‘social distancing’ from debt funds? Read on to understand what is happening in the debt fund space and how you should safeguard your clients.
Amar Pandit of Happyness Factory shares a case study of an individual mutual fund distributor who has acquired HNI family despite covid-19 lockdown. Read on to find out how.
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