Wealth Forum Tv

Panjim IFAs eye smaller towns post T - 30 moveGoa Advisors Round Table Speakers 2,

Share this Video :
Key Take-Aways
  • Onboarding new clients is bit more challenging post T-30 move but the investor education initiatives from industry are gaining traction.

  • Cut out the noise of the market by stating the goals and reminding investors of them. If expense ratio comes down, then number of investors going direct will also come down.

Share your comments
(Type INV if you are an investor)
ChHfeE

Copyright 2017   All Rights Reserved.Wealth Forum Ezine