"We trust that you will avoid using harsh language and will refrain from making
unsubstantiated allegations against individuals and firms. Your constructive feedback
and opinions are very valuable to all of us in the industry. "
Thank you Wealth Forum for this very nice article. Day to day experiences for any IFA have been explained in a very simple way. It is very important as an IFA to make sure that his/her client in convinced and want to invest money wholeheartedly rather than being aggressively pushed by someone else. Regards, Shrirang Patherwalkar
Thanks Manish and Ashish for sharing your success story. Would also appreciate if you can help us to know how you counter questions when it comes to Direct plan or Robo advisors.
Many of us are doing more or less the same but it is different story apart to put it on wall that too in so simple way.
We all can learn and refined ourselves.
A very Good informative article, really helps IFA to set process oriented client acquisition.
Nice , crisp and Informative...
Thanks a lot Mr.Ashish & Mr Manish for guiding IFAs. A very Useful & Informative article. Pls continue writing such articles.
Good informative and motivating article.thanx ashish ji and manish ji for sharing wonderful thought wich surely motivate the fellow advisors
7 letter word for 6 steps
Good educative article. Thanks Mr.Ashish and Mr Manish for guiding IFAs.
The Six simple Steps for those IFAs who want to to build good AUM for themselves as well as create Wealth for their investors. Vista Wealth designs very creative images which itself delivers message in few words. All this is outcome of long experience and real ground work of Duo. I have found in them, a great fire with dedication, conviction for what they are doing and vision for a great growth of Vista Wealth. Great Going. Keep it up.
Very well explained and informative
Great sharing. Such process will definitely help. Good contribution towards IFAs.
Hats off to ashish ji , manish ji and their team. You really do a lot of efforts to bring in retail customers. We all follow you as our role model. Thanks for your valuable suggestions and this great article.
Keep up the good work! Great going Ashish!
Thank you so much dear to give steps.
It will use us to talk with investor during meeting.
Concept of story is so good.