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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
"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. "
Wow Fantastic, Good and Timely discussion for IFAs to demonstrate their "Fevicol ka jod"! Also Fellow IFAs, we are Mumbai CA Firm focusing on TDS, Taxation & GST. Call us in case of any query regarding these matters. Our details are:
M N and Associates Chartered Accountant CA
100 Divya Gunjan, Bandar Pakhadi Road, Kandivali West, Mumbai, Maharashtra 400067
Phone: 090825 14106
We specialise in TDS, Income Tax Filing, Tax Planning, TDS Sale of Property, GST Registration, GST Returns, Loans, RERA Matters, Accounting & Financial Advisor.
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