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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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Comments Posted
Mitesh ARN NO :M N and Associates Chartered A Mumbai, 14 Nov 2018

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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