Wealth Forum Tv

My BIG Idea: Transparency with my clientsDeepak Chhabria, Bangalore

Share this Video :
More From :think big
More From :Deepak Chabbria
Key Take-Aways
  • Emphasis on maintaining transparency -- disclosed remmueration before regulation demanded, explained risk along with product and how to combat volatility.

  • When a good relationship with client is built, there is inbuilt buffer to handle market volatility. Clients are more willing to overlook certain errors, return fluctuations that can happen.

  • Future focus: Embracing technology. While some clients are comfortable, old clients are not necessarily. However, change requires both advisor as well as clients to change their mindset.

  • Accept that previous success blocks may be different from what is needed for future.

Submit Your Comments
(Type INV if you are an investor)

"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. "

Comments Posted
KAMOJ GOEL ARN NO :69936 Varanasi, 20 Nov 2018

Very strong platform for us.

Copyright 2017   All Rights Reserved.Wealth Forum Ezine