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Ethics and integrity is what HNIs primarily consider more than returns. The trust factor is key.
Even when transactions are done through others, providing a consolidated portfolio review gives clients ability to make decisions.
Customize research according to client's specific requirements and understanding.
Technology can supplement your efforts for client engagement in data sharing and information.
Define the values you would like to pursue in your business as that will help develop the trust factor. Keep investing in knowledge.
Very inspiring and helpful
Knowledge is power. People who understand this will prosper. I am spending nearly 6 hours per day for knowledge gaining and as a result I have successfully passed CFA Level 2 and now preparing for CFA Level 3. As far as I know I am the first and only CFA level 2 passed Investment Adviser in 4 districts (Salem, Hosur, Namakkal and Dharmapuri). I am planning to start training programmes for advisers, people who are interested can get in touch with me.
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