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Position redeeming on the app as a convenience rather as an utility. Many clients go dormant after giving lump sums. Switch them back in by going through your client base, finding who is dormant and reactive them.
Do a regular SIP mining through periodic review and check for any life changes that could prompt more investments. Calculate the revenue per client to decide on engagement level.
Look at number of units you have added per month. You might be growing but if you have not added units, there may not be real growth.
One should be able to calculate a legacy trail year wise and see if there's true growth from new business or if it is from existing business.
Mass mailers are not very effective. Targeting repetitive business clients and dormant clients with personalized calls and mails are more effective at generating business.
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Nice.....Unless we r not educating next Generation abt Financial World ..How we develop India..n...Idians Wealth.
Awesome ideas Amit jee. Lot of take aways, Thanks for sharing.
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