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Very sensible article on how we can build relations and gain trust of new clients. Thanks for such a nice article.
Dear Ravi, we are using in-house developed proprietary software. thanks for your kind words.
Mr. Pawan Agarwal Thank you for your valuable info. I would like to know which portfolio tracking software you have integrated along with your website.
Awesome idea. Wish you all the very best and thanks Wealth Forum for sharing these gems of ideas with us.
Sir/Madam, All the initiative taken by Kotak, Axis, SBI AMCs are good. A few problems are , How does a Advisor approach a prospect ? How do we get prospects to come and listen to Investor Awareness Programs ? How can we make prospective clients to come to OUR Place and Listen to us ? Only when the the IFA builds TRUST then the Client will understand that the IFA has a Value Proposition and will make Long Term Commitment. Creating TRUST requires Time and Money. Advisors are Not giving the Time and AMCs are not spending the Money !
Great...
Thank You, Pawan sharing your valuable info.
Way to go pawan........keep up the good work, all of us a lot to learn from friends like you and keep our goal of spreading awareness of financial planning to all our investors and increasing the investor base.