Wealth Forum Tv

Spend more time with existing clients than chasing prospectsRanjit Dani, G V Iyer, Bhavnesh Khetan, Miland Khasnis, Nagpur Round Table, Nagapur

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Key Take-Aways
  • Market volatility is a good time to introspect and spend extra time with existing clients. Retaining clients is also new business.

  • If needed, convince clients on the long term nature of SIP and the short term nature of volatility. Use data to show the impact of long term investments.

  • There are many angles to approach with along with different asset classes. For clients whose PPF is maturing, they might be comfortable shifting that money to debt funds. Think holistically.

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