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My 8 failures
At the recently concluded FIFA annual conference, one of the most interesting and riveting success stories shared was not of successes – but failures. 8 failures to be precise. Shrikant Bhagavat took participants through his 8 big failures, what each failure taught him and how he has built today a strong, process driven and highly respected financial advisory practice, by learning from these failures.
26-Apr-2017

Best way to generate advisor alpha
In the 4th and concluding part of his series on equity advice, Sunil showcases how advisors can add that critical element of advisor alpha above the manager alpha that fund managers generate. A recurring theme across his equity series is the need for advisors to proactively track macros and valuations and take proactive rebalancing action in times of market extremes.
05-Apr-2017

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

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