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INTERVIEW
How Bhavesh Khetan built Rs 250 crore MF assets in Nagpur

Bhavesh knew that one has to remain in the business through bad times to reap dividends in future. His perseverance paid off. In 20 years, his mutual fund AUA grew to Rs 250 crore across 700 clients.

Ravi Samalad | Read More
BUSINESS DEVELOPMENT
The 2 biggest issues with your key marketing tactic

Ask yourself "Are you really referable? Are you this outstanding that the client sees wow or that you can help many people just like him/her?" Think about this carefully because no matter what tactic you employ, you must first become referable to expect consistent referrals.

Guest | Read More
Are you sending the wrong message to prospects?

The problem is that while the majority of advisers are deftly communicating understanding, caring and empathy in one-on-one conversations, the same isn't true for their public communications, particularly their websites. And if your website is one of the first places that a prospective client goes to learn more about you, you may be sending exactly the wrong message.

Julie Littlechild | Read More
TREND
Digital ways of communication to continue post pandemic

Changes in how investors and financial advisers collaborate, at first caused by Covid-19, are likely to remain long after the pandemic, according to a new survey from Broadridge Financial Solutions, Inc., a global fintech leader.

Morningstar | Read More
Direct plans are more popular in T30 cities

Direct plans are more popular in T30 cities. Of Rs 2.71 lakh crore direct plan assets held by individual investors, 82% or Rs 2.23 lakh crore came from T30 cities while the remaining Rs 48 lakh came from beyond 30 cities.

Morningstar | Read More
 
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