Mukeshbhai’s unique response to the RIA challengeMukesh Patel is a breath of fresh air amid the worried and harried independent distribution fraternity. He chose to make a 7 year old part time profession of fund distribution into a full...
In just 2 years from start-up, he’s already No 1 in his city!Somesh left behind a successful career with Karvy and IndusInd Bank to set up his IFA practice in Dec 2014, with hopes that his old clients will get him off to a flying start. That didn’t happen, and he had to get back to zero,...
Komal hoon, kamzor nahinOn the occasion of International Women’s Day on 8th March 2016, Ashish Modani organized a first-of-its-kind event in Jaipur, where he brought together on a single platform, successful wom...
Srinivasa - The real Fund Guru!Holenarsipura is a tiny town of only 27,000 people, 90 kms from Mysore and 175 kms from Karnataka. In this unlikely setting, our fund industry has a real Fund Guru – Srinivasa B H
From 0 to 56 crs in only 15 months – and this is just the beginningFor the financial advisory profession which is starved of fresh blood, Nitin Avasthi (35) and Achin Jain (33) of Client Alley are a breath of fresh...
DEAA – the guru mantra for successful sellingHow well we sell our ideas and our solutions to our clients is what finally determines how successful we become in our business. All of us work hard on perfecting our sales pitch. But we know there cannot be a one-pitch-that-fi...
9 essential sales skillsWhether you are a seasoned mutual fund distributor or just getting started in your career in distribution, selling smartly is a must-have skill. Here are nine essential sales skills that every sales person should cultivate
The story of Bharat Mehta’s Mission WallIn the book, “Selling with noble purpose – How to drive revenue and do work that makes you proud”, author Lisa Earle McLeod encourages salespeople to find a purpose in their profession where the profit is a result and not the a...
Is a recommended funds list a bad idea?Advisors like to demonstrate their fund research efforts to prospective clients, by showcasing the result of their intensive quantitative and qualitative research across thousands of schemes – which then gets distilled into a l...
When do customers actually pay for advice?Do customers pay or not pay for advice? A better question – a more forward-looking question to ask is this: when do customers actually pay? Understanding what makes them pay, when there are cheaper (or free) alternatives, is th...
5 rising stars of the IFA fraternitySBI Mutual Fund and Wealth Forum present the winners of the Emerging Advisor Awards, 2015
SBI Mutual Fund presents the Wealth Forum Emerging Advisor Awards, 20144 rising stars from Nagpur, Ahmedabad, Bhopal and Vita-Sangli district blaze a trail of success ear...
Fund Guru Advisor Awards 2014 Two new initiatives take our Fund Guru initiative to the next level - launch of our book on right s...
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