"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "
Very Insight of Advisory Business. Every Advisor should Thought to Build on these Advice and Practice it in their Business
GOOD
Exceptionally inspirational views from the cream set of advisors.Investors will not rue at the loss of those who initiated them into the MF industry and then scooted,if a significantly large dedicated set of professionals are able to "wow" the investor with knowledge and service levels with a client centric approach.The returns will come--first for the client and then for the advisor. Keep this good work going on this forum.
an ifa should suggest suitable fund to investor according to the need of client
Dear Mr.Venkatram, quality of content that I read in here, is improving all the time. Hope you have made an effort to let all the advisors know about your website. Otherwise people would miss these nuggets of wisdom and that would be a great miss.
Yes...Client segmentation is the strategy that a successful IFA ....should follow to do good business...I would like to focus on Debt Funds /Bond funds where we can expect volumes and good upfront and trial with sustainable business volumes...
to be read over and over again and no entry load!