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My BIG IdeaJaideep Parekh, Pune

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Key Take-Aways
  • Being very clear about who our clients are and targeting accordingly. Once clients are acquired, educating them to align with our thought process of long term investing is key.

  • Many clients have wrong ideas about investing. Clients are encouraged to only give money which they can hold on to for 5 years. So smaller amount is okay as it can always be topped up later.

  • Educating clients to stay away from the noise and to stay focused has helped us. We don't send communication to buy and sell. When clients have funds, we discuss with them and do the allocation.

  • Our aim is to resolve clients queries in 24 hours.

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