To subscribe to our emailers, all you have to do is fill in these basic details and click the Submit button. You will start receiving regular mails from Wealth Forum updating you on fresh content on our site.
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.
