Advisor Speak
4 hour service guarantee :
Pradeep Kumar Jain, Ranchi
takes customer service to the next level
20-Feb-2012
Next generation takes his business to the next level -
Chandulal Vasa, Mumbai
shows how to manage a smooth transition to the next generation and add more values to clients in the process
09-Feb-2012
A single IFA garners 16% market share - the amazing story of
Mahesh Gattani, Balaji Investments, Amravati
02-Feb-2012
G. Vana Krishna of V K Associates, Vijayawada
shares a strategy that helped him double his client base
24-Jan-2012
I charge fees because I demonstrate value add, asserts the unconventional
Ashish Golechha
from
Chennai
17-Jan-2012
Manage your activities - volumes will follow.
Nilesh Gurnani of Safe Investment, Indore
shows the way on activity management
03-Jan-2012
Interdependence between advisor and client is critical to successful relationships, says
Dhrubajyoti Datta, Kolkata
16-Dec-2011
My clients buy me, not my products says
Sadashiv Arvind Phene of Mumbai,
one of Western India's leading retail fund advisors
05-Dec-2011
Joining a platform enables me to charge fees, says
Mohsin Bijapuri of Bijapuri Financial Advisory, Chennai
02-Dec-2011
Are you a cockroach or a dinosaur?
Ashish Goel of Vista Wealth, Delhi
gives us a fascinating account of what it takes to succeed in the distribution business
21-Nov-2011
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