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Time for IFAs to demonstrate their "Fevicol ka jod"Ranjit Dani, G V Iyer, Bhavesh Khetan, Milind Khasnis, Nagpur Round Table, Nagapur

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Key Take-Aways
  • Responsibility of advisors have risen with the increase of investors who are also investing larger amounts. Onboarding process is critical and advisors should avoid a quick sale.

  • Linking SIP to a goal rather than performance will retain clients during market dips.

  • Discuss action points on what to do during a dip. Clients are not likely to give it much importance during onboarding but during volatility, advisors can refer to those action points to help balance the conversation.

  • Investors have become a little tougher and seasoned as other asset classes such as gold and real estate have also had losses.

  • Times of market volatility are when IFAs should demonstrate their "Fevicol ka jod" - by engaging closely with clients at at time they need support the most

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