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Women investors sometimes find themselves in unique situations – some challenging, some overwhelming, some intimidating. A good MFD knows how to help them overcome these emotions and approach the task at hand with hope and confidence. Only then comes the task of planning, fund selection and so on.
Anita shares real life examples of some of her women clients, their unique situations and circumstances and how she has helped them achieve their financial objectives. These examples serve as great learnings for MFDs who want to know more about how to engage with women investors more effectively.
Keep up the amazing work
Good examples and well spoken. Yes, we become more as friends and coaches and the go to persons for our investors.
Very true.women investors really deserve
Special attention pillars in Indian family
System.They are more savings conscious
and always willing who can show the path of not loosing money i.e. capital
If you understand them they are
treasures.Respect them and find their
goals married or unmarried.
It has paid dividends in my journey
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