Wealth Forum Tv

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

Share this Video :
More From :zero hour
More From :Ranjit Dani
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.

Share your comments
(Type INV if you are an investor)

Copyright 2017   All Rights Reserved.Wealth Forum Ezine