‘Rarely are books which can help financial advisors to hone their advisory skills published. Though it is true that DIY book has potential of getting large number of customers, it is books like these, that will in reality benefit public in general by producing advisors who will give more client centric advice. The book has covered several facets of advisory practices. The key takeaway at the end of the chapter should be pasted on the screens of the advisor for daily reminder of good practices.’
Gaurav Mashruwala, Founder, A Cutting Edge
‘Great effort. One more step towards professionalising a much-needed service industry in India.’
Monika Halan, Consulting Editor, Mint
‘Knowledge is critical to grow business. Knowledge can be acquired through experience which is time consuming and costly or through reading which is easier and cheaper. This compendium of articles in “Smart ideas & advice to help IFAs grow their business” is a must for any IFA to change the orbit of their business. It is a collection of practical suggestions to grow business of IFAs.’
Nilesh Shah, Managing Director, Kotak AMC
‘Sincerity, dedication and tremendous passion are reflected in everything that Cafemutual does. And it shows in this compilation, Best of Cafemutual. Full of insights and actionable points, this is essential reading for any advisor wanting to grow his business.’
Rajiv Bajaj, Vice Chairman & Managing Director, Bajaj Capital
‘If you are an advisor looking to grow your business, read this compilation of articles from Cafemutual. Filled with clear actionables, both big and small, it will start improving your business from tomorrow.’
Anup Bagchi, Executive Director and Head of Retail Banking, ICICI Bank
Here is a helpful compendium of ideas to help advisors. It covers a comprehensive range of subjects from how to start their business, nurture & grow it as well as how to engage with the clients, using technology as a value lever etc., to smoothly enable the advisor to glide to higher planes in the business. This is going to be a very useful handbook & invaluable companion to the advisory community.’
Suresh Sadagopan, Founder, Ladder7 Financial Advisories
‘In such a fast changing world how can an IFA not just survive but grow and prosper? Well here is a book with some practical tips and wisdom of some of India’s top trainers and IFAs to help you along the way.Whether you are a new advisor or a senior wanting to brush your basics, this is a good place to start.’
P V Subramanyan, Blogger & Author
‘Over the past few years, Cafemutual has become the definitive voice and ideas hub for the Indian financial advisory fraternity. As the financial advisory industry continues to go through significant structural and intellectual changes, this book is a sound guide on how to build an advisory business keeping the investor at the core.’
Vivek Law, Co-founder and Editor-in-Chief, Investonomix
‘This book is a compilation of a comprehensive collection of practical and useful ideas and practices which would help financial advisers immensely to take their practice to the next level.’
Neeraj Choksi, Jt. Managing Director, NJ India
