The way 30 year old IFAs think is very different

Ahmedabad Young Turks Round Table

4 very successful young IFAs from Gujarat share their experiences on managing client expectations that have been built on past performance. Their willingness to spend more time with clients and go the extra mile to align client expectations with market realities is indeed laudable. As Samir Vora sums it up, the perspective of 30 year old IFAs is very different from 30 year old bank RMs – with a 30 year+ outlook on their own businesses, they tend to think of the next 30 years with the client and his next generation, and clearly realize the importance of managing client expectations through market cycles to deliver happy investment outcomes.

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