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PRACTICE MANAGEMENT
Market turmoil is an opportunity to assess your own practice

It's an opportunity to test your ability as an advisor to assess your clients' risk tolerances, and whether their risk profiles and investment strategies are aligned to meet their goals.

Morningstar | Read More
Be in touch with clients when times are tough

Having a regular communication plan with clients is essential. Today, advisers have multiple ways (emails and social media) to remain touch with clients.

Ravi Samalad | Read More
SUCCESS STORY
'There is vast potential in smaller towns'

Alka Chitnis decided to strike out on her own after she discovered mutual funds while handling third party distribution at IDBI Bank. An ace adviser, Alka has many achievements under her belt. She is a sculptor, kathak dancer, chef, author of three books and proficient in nine languages.

Ravi Samalad | Read More
'Solve what you are passionate about'

A Stanford Alumni in computer science, Satyen Kothari spent 15 years in Silicon Valley. He revolutionized the digital payment system in India by launching Citrus Payments. His new venture Cube Wealth is aiming to democratize investing by offering a host of investment products under one roof.

Ravi Samalad | Read More
FUND SELECTION
How to pick the right fund for your clients?

How do you differentiate between different styles adopted by portfolio managers? How do you ascertain if fund managers stick to their investment mandate and practice what they preach? Join us for an interactive webinar on this topic on April 3, 2020 at 4 pm.

Morningstar | Read More
 
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