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.
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.
"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. "
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.
Copyright 2017 All Rights Reserved.Wealth Forum Ezine