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Single IFA scales 3500 cr AuMShagun Sutaria, Ahmedabad

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Key Take-Aways
  • Try to be tactically in the right asset class. Look for opportunities and know when to get out. Have conviction in your views.

  • Take accountability for portfolio performance and deliver alpha.

  • When clients have confidence and trust in you, they are willing to push you to expand your services to new areas.

  • Future focus: to spend on technology, increasing employees to provide better service to clients, take licenses in other areas, increasing verticals for cross-selling.

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Comments Posted
MONEY MATTERS ARN NO :33249 HALDWANI, 02 Aug 2018

SIR,this is very inspiring for me .kindly share your success mantra with us

MONEY MATTERS ARN NO :33249 HALDWANI, 02 Aug 2018

sir this is really very inspiring.kindly share your success mantra.

ASHOK M SHAH ARN NO :107777 CHENNAI, 12 Jul 2018

KEEP ME UPDATE

Satyajit Kalita ARN NO :ARN-97934 Guwahati, 16 Jun 2018

I Saw your interveiw with the verious IFA, Its a very insperable for me, I am a new IFA in this indrustries, kindly conclude me how to forward my business in futur. Thanking You

N GANAPATHI ARN NO :245443 Bangalore , 16 Jun 2018

As I am just entered to the field let me know how to leverage the technology to grow the business aggressively

TEJAS DOSHI ARN NO :ARN-145195 GANDHIDHAM, 14 Jun 2018

HOW CAN START WITH YOU............FOR BETTER BUSINESS

Kanta Joshi ARN NO :27564 Haldwani, 14 Jun 2018

Please inform about your Guide lines

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