imageAshish GoelVista WealthDelhi
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  Why are we IFAs wary of platforms?
Ashish and Manish Goel spell out exactly why IFAs are wary of platforms, and ask for some out-of-the-box thinking to break this impasse and move forward towards a win-win situation between IFAs and platform providers.

The best way to deal with commission disclosure
Rather than falling prey to extreme pessimism or just avoiding the uncomfortable thought of dealing with disclosure, Vista Wealth did an exhaustive bottom-up review of their entire client base to clearly define the magnitude of the challenge at hand and to pin point where the pain could lie and how to deal with it proactively – before the CAS statements land in client houses this October.

  Champion IFA shares 6 step process to crack the toughest client segment
Vista Wealth, one of the largest and rapidly growing retail distribution businesses in North India, is also a great incubator of practice management and client engagement ideas and processes in the retail space. We therefore turned to Ashish and Manish to share with us how they build equity conviction in one of the most challenging segments – conservative, FD oriented middle aged savers.

Penny wise pound foolish
In the second part of this two-part article, Ashish and Manish Goel share three more real life client stories that underscore the same point – that price is not everything, its finally value that matters.

  Sasti cheez mehangi pad gayi
Ashish and Manish Goel share 5 real life experiences in a two-part article, where clients fell for the lure of a cheaper alternative, only to repent later as they discovered, at their cost, the true value of good advice.

Win the battle against direct, by selling yourself correctly
In the second article of the Gamechangers column, Ashish and Manish Goel, Vista Wealth, Delhi, suggest that one of the biggest reasons why clients consider direct plans is because distributors have not correctly sold themselves to their clients.

  A platform to combat direct plans
In this inaugural article of the Gamechangers column, Ashish and Manish Goel of Vista Wealth, Delhi, discuss the potent threat to distributors from direct plan enabled technology platforms, and suggest a solution that will enable distributors to compete effectively against this threat

The biggest flaw in direct plans
Ashish and Manish Goel, Vista Wealth, Delhi, argue that the way direct plans are priced is unfair on advised clients, who are being asked to subsidize direct clients, and who are effectively paying for the entire cost of acquiring and servicing direct clients.

  Dear AMC CEOs, please implement this idea
Ashish and Manish Goel put forth a simple idea that has been discussed extensively within DFDA, which can result in creating a brand new talent pool that produces 5,000 fresh faces in the industry each year to bolster the sales force of an industry that is facing an acute talent shortage.

For retail distributors, debt can be riskier than equity
Ashish Goel, Vista Wealth, Delhi, draws on his rich experience and expertise in the retail debt business to articulate what you need to do and importantly what you should not do, in order to successfully scale up your business by effectively leveraging debt funds.

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