Business

13 posts
Business

How Indian Investors Reacted to COVID-19

2020 has been an outlandish year with some interesting twists and turns. This bizarre year has affected every aspect of our lives, including our investments and…

Creating Portfolios that Make a Difference

“You don’t have to be a genius or a visionary or a college graduate to be successful. You just need a framework and a dream”…

Business

Adapting to Change – 5 Ways Technology can Boost Financial Advisory

Financial planning is a forward-thinking goal-based collaborative process and as advisors, you are expected to assist clients across a spectrum of financial needs. Holistic financial planning…

Financial Advisors

4 Reasons Why Manufacturers and Vertical Aggregators Still Need IFAs

India is expected to be the fourth largest private wealth market globally by 2028. - Global Wealth Migration Review India benefits from a large cross-utilization of…

Business

How do we get around Security Issues using DevSecOps?

As they say, a strong fortress needs a strong foundation. Making a robust platform, with data security at its core, requires us to ensure that every…

Business

How is Financial Advisory Coping with These Tough Times?

With experience, you can access, predict and judge a lot of financial situations, crises and conditions. But some situations are beyond our predictions, come unannounced and…

Financial Advisors

How is Working From Home Affecting an IFA’s Business?

Does working from home affect an IFA's business?Advisors are the heart of the wealth management industry in India. Their ability to serve growing customer needs…

Business

My Business, My Brand

The one business and I can say the only business in the world that adds revenue by others’ performance is that of Wealth Management/Advisory or…

Business

What is Data Entitlement and Why Does it Matter?

"With great power comes great responsibility", - the Peter Parker Principle is a proverb popularized by the Spider-Man comic books written by Stan Lee. Keeping Client…

Business

Expectations of an Investor from his Advisor

What does an investor expect from his advisor?Have patience to listen to clients requirementMake a plan about how to achieve objectives systematicallyUnderstanding of wide range…

Technology

From Digital Connections To Direct Networking

IFAs coming together: · Importance of networking within IFAs · Increasing knowledge about the industry and its evolution · What IFAs need to evolve. What IFAs need to do…

Business

IFAs Are Now a Dwindling Resource: How Can They Pull Themselves Together?

57% fall in IFA registrations in November 2019 as compared to the corresponding month of 2018. [1] Regulatory changes in TER structure, a shift in the…