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  Can IFAs use this to acquire HNI clients?
Citadelle – the hot new wealth platform that is creating a buzz in private wealth circles, is launching a new proposition that offers IFAs an interesting opportunity to acquire HNI clients – especially those who may be dissatisfied with frequent churn and sub-optimal performance of their mutual fund portfolios.
23-Jan-2017

Let’s stop selling schemes & start selling solutions
Mr. Bond has been a vocal supporter of a valuation sensitive approach towards equity investing, and the use of products that embed such strategies. He takes this thought forward in this piece, with a strong focus on how to use such products as need based solutions for a variety of needs from wealth creation to preservation to income generation.
02-Sep-2016
 

  Lets all talk about only 2 things with investors
Mr. Bond says its time we sharpen our focus of investor communication to two key messages: (1) the rule of 30-30 and (2) the rule of 72.
13-Jan-2016

Dear AMCs, please adopt this best practice
Sandeep Gandhi, Rajkot, believes that transaction confirmations for distributor initiated online transactions must be through fund house call backs, which are the most convenient of all methods used by the industry
22-Sep-2015
 

  Property vs equity funds vs gold : a must read for every advisor
Jaydeep Kashikar takes us through how he manged to effectively convince every one of the 200+ families whom he advises, that equity funds are indeed a superior investment compared with property and gold.
08-May-2015

Mr.Bond’s wisdom – distilled into a book
In recent months, Sunil Jhaveri's investor sessions have become very popular, given his knack of thinking away from the herd. Spurred by the positive feedback from investors, Sunil decided to write a book that distils the wisdom of what he shares in his investor sessions – to enable him to reach out to many more investors.
16-Mar-2015
 

  Is financial planning really the best retail solution?
Ashish and Manish Goel of Vista Wealth, Delhi, challenge the notion that financial planning is the best retail solution, after having seen how a goal based approach is actually being implemented in the market
15-Dec-2014

10 things I hate about salesmen
There are many ways to learn about how to become a better salesperson. Vikash Agarwal, DNS Wealth, Rourkela says a very effective way is to ask yourself what you hate about salesmen who approach you every day to sell you something and ask yourself whether you too are guilty of any of these practices.
23-Sep-2014
 

  Get additional 50k from EVERY retail investor NOW, with this idea
Hari Kamat, Goa shares very useful data and insights that can help you convince every tax paying retail investor to invest the incremental Rs.50000 under 80C into ELSS funds
14-Jul-2014

The best advice you can give your clients now
Dhruv Mehta, FIFA, shares Nick Murray's 10 core beliefs of investing, which collectively represent perhaps the best advice you can give your clients now
09-Jun-2014
 

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