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Poster boy of India’s IFA fraternity
Great quality advice. Fiercely independent thinking. Proven business acumen in growing organically as well as inorganically. Business growth champion across all key growth parameters – net sales, SIPs, investor folios. Early adopter of new age financial advice business models. Truly a poster boy of India’s IFA fraternity – one who epitomizes everything that’s good and desirable about this profession. Shyam Sekhar shares his journey in the world of financial advice – a journey that young IFAs will do very well to learn and imbibe from.
07-Dec-2016

A client funded firm that has emerged champion advisor
You normally go to investors for funding and then approach clients for business. Mitraz was funded by clients themselves – people who not only entrusted Mitraz as advisors for their money, but also invested in the firm.
28-Sep-2016

Wise Advice from India’s most prominent IFA
Dhruv Mehta, in his capacity as FIFA’s Chairman, is today the most visible face of the IFA fraternity across all stakeholders. He champions the cause of the IFA at every forum in his very articulate and logical manner. But, beyond being the champion spokesperson for the Indian IFA, he is also one of the most successful IFAs in the country, with rich experience in managing the wealth of affluent investors through multiple market cycles.
21-Aug-2016

And, the wisest advisor in India is....
Awards for the 3 wisest responses to the Wise Advice Case Competition, 2016 were given away at a special ceremony on 1st July, 2016.
03-Jul-2016

Winning solutions of India's 5 wise advisors
We bring you 3 out of the 5 solutions adjudged by the jury as the 5 wisest in the Wise Advice Case Competition, 2016
26-Jun-2016

Winning solutions of India's 5 wise advisors
We bring you 2 out of the 5 solutions adjudged by the jury as the 5 wisest in the Wise Advice Case Competition, 2016
19-Jun-2016

Who are India’s 5 wisest advisors?
Results from the Wise Advice Case Competition 2016 are now in! The jury has picked 5 entries as the best solutions from a highly competitive field.
12-Jun-2016

HDFC MF and Wealth Forum announce the Wise Advice Case Competition, 2016.
Who is the wisest advisor in the country? Participate in India's first Case Competition for financial advisors and win the title "Wise Advisor".
18-May-2016

Wise advice from India’s ace financial planner
Lovaii Navlakhi walks down memory lane and shares with us his rich learnings over the years across 4 different aspects: markets, clients, regulations and competition.
17-Apr-2016

Keep taking singles, but go for that occasional six too!
Last week, we discussed Ralph Wanger's winning investment approach (The story of a zebra among lions). Major Ashish Chadha - one if India's most successful advisors - discusses his take on Wanger's approach, and how he blends caution and aggression to deliver a great client investing experience.
07-Feb-2016

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