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This email helped my client and me immensely
Ashish Modani shares a recent email exchange with a client - an exchange which gives us rich perspectives on how to deal with client worries as markets scale new highs - not just in terms of what to say, but also how to put your point across
22-Mar-2017

Don’t fall for the “long term” argument
Don’t get swayed by “long term outlook” statements, equally don’t get swayed by just one valuation metric. Sunil suggests considering and regularly tracking three popularly available valuation metrics and how you can deliver much better investor performance for your clients by using them judiciously.
08-Mar-2017

Mr. Bond’s data suggests likely equity returns over next 3 years
Continuing his new series of articles on equity investing, Mr. Bond draws an interesting observation from patters in 10 yr Sensex rolling returns and equity performance thereafter.
15-Mar-2017

Mr. Bond’s 3 wise suggestions on equity fund selection
In this new series on equity investing, Sunil starts with the idea that knowing what not to do will help you win half the battle in selecting the right equity funds for your clients.
01-Mar-2017

You should never invest in mutual funds
“You should never invest in mutual funds” – that’s exactly what I tell investors – and they love it! So I, a mutual fund distributor, am sharing this message with all my fellow distributors across the country – please go and tell your investors and prospects the same thing – “You should never invest in mutual funds”.
22-Feb-2017

10 Vista Wealth lessons from Dangal
Ashish and Manish Goel share 10 inspirational lessons from the movie Dangal, which serve as an excellent guide for any IFA who wishes to build his/her business and serve investors the right way.
08-Feb-2017

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

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