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Delivering the basics of wealth management well drives growth. Basic services include being transparent with the customer, documenting things, educating clients, making jargon simplified.
Data and products are widely available. Growth starts with the why question rather than what -- why does a client want to invest, what is the rationale and objective, the story of their financial life.
It is a misconception that 90% of our customers are only looking for returns. They are looking for solutions to their needs. To sustain long-term, we need to cater to their needs.
How do you present yourself?
Body language is important. Staying positive and be rational thinking especially when markets are down are a must for advisor.
Plenty of growth areas as only 6-7% in India are invested into mutual funds: rural India, senior citizens, youngsters starting careers, those between 35-45 age group, senior managers NRIs, HNI.
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