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Amit’s tryst with Bangkok – no, it’s not what you are thinking!
Why does Sapient Wealth’s Amit Bivalkar visit Bangkok so often? And that too, footing his own bill – not on any AMC junket. Before you let your mind run wild thinking of what he might be up to in Bangkok, let’s clarify – it’s not what you think!
24-Nov-2017

Mahesh's new-age model is an eye opener for every IFA
23rd September 2017 was a red letter day for Mahesh Gattani, Balaji Investments, Amravati. He achieved a significant milestone of logging in 500 SIPs in a single day – and that too from the small town of Amravati. The feat is amazing no doubt, but what might offer rich lessons for IFAs is what went into making this happen, and the launchpad that he has created for many more such landmark achievements in the future.
29-Sep-2017

Unique IFA proposition drives 9cr to 202cr AuM growth in just 4 years
One of the most effective marketing strategies – especially in the financial advisory space is niche marketing. We covered this in a recent Marketing Wiz article Big fish in small pond, where we proposed that its smarter for an IFA to be a big fish in a small pond rather than a small fish in a big pond. One of the examples we quoted there was Colonel Sanjeev Govila’s Hum Fauji Initiatives – a financial advisory firm by a fauji, exclusively for faujis.
30-Mar-2017

Low cost – huge impact ideas from Siliguri’s leading IFA
Can IFAs ever think of half page ads in prominent newspapers and huge hoardings across their cities for several months in a year? Yes you can – if you imbibe these brilliant guerrilla marketing tactics that Prabin employs in Siliguri – strategies that have enabled him to double his business in the last 2 years
14-Mar-2017

Vyana takes children education planning to the next level
Vyana Wealth has gone far beyond simple financial calculators to aid preparation of children education plans – Abhenav has used important insights from a couple of his personal experiences to redefine client engagement for child plans.
17-Feb-2017

Abhishek’s client acquisition strategy gets him 80% conversion
He has a brand new start up IFA firm. No existing client base to simply transfer to his ARN. But he has a clear idea of who he was targeting and how his proposition is better than others. But, that’s not enough in today’s competitive world to meet prospects and win clients.
15-Sep-2016

Help your clients unlock over Rs. 2,000 crores
Indian investors are saddled with over Rs. 2,000 crores in unclaimed dividends, physical shares not yet dematerialized, shares stuck in transmission – basically wealth that’s locked up in no-man’s land, waiting for somebody to go through the painful process of unlocking it through tedious paperwork and persistent follow-up.
06-May-2016

Here’s how every IFA can “own” his territory to drive growth
Dhananjaya – Ultimate Wealth Managers' CMO – gives IFAs very useful tips on executing low cost high impact local marketing initiatives, aimed at “owning” your territory – a 5 km radius around your office. If you truly “own” your territory, you will never have a dearth of leads to drive new business growth.
05-Feb-2016

Two smart strategies transformed his business
Neeraj Chauhan's media profile and his education initiatives have seen him transform his business, penetrate into the mass-affluent segment and boost business growth in the last 3 years
09-Oct-2015

600 crores in client assets in a B-15 location
Operating out of a B-15 city in Gujarat, Rajesh Dhruva, Keynote Consultancy, Rajkot, has built up a very impressive AuM of Rs. 600 crores in client assets, of which over Rs.200 crores is in mutual funds, over Rs. 250 crores in NRI bonds and over Rs.150 crores in NRI deposits. He serves NRIs from across the world, and focuses exclusively on NRIs.
10-Aug-2015

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