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Retain your clients and boost growth with this portfolio strategy
Retain your clients and boost growth with this portfolio strategy
24-Oct-2013
Who benefits from risk profiling : you or your client?
Who benefits from risk profiling : your client or you? Sell Well - Grow Well takes a hard look at risk profiling and how to make it actually beneficial for clients
30-Sep-2013
BIG ideas from successful advisors
Can this portal become your virtual office? Early adopters among the distribution community share their feedback on Reliance MF's Business Easy platform
19-Sep-2013
Simple ways to help your clients buy suitable products
There are simple ways in which you can help your clients buy suitable products, without going through detailed risk profiling exercises
04-Sep-2013
2 steps to get retail investors to trust mutual funds
Ashish Modani, Jaipur
discusses 2 steps to get retail investors to trust mutual funds
22-Aug-2013
Invest in yourself to help your clients invest successfully
Investing in yourself is perhaps the best way to begin your journey towards "right selling" - towards making that extra effort to ensure that you sell what is appropriate for your clients
13-Aug-2013
We successfully changed our game - so can you
We successfully changed our game - so can you, say
Ankur and Juhi Garg of Diva Jyote Portfolios, New Delhi
09-Jun-2013
There is BIG potential for distributors in this customer segment
Dhiraj Mittal of Prime Capital Services, New Delhi,
discusses how debt funds can help distributors penetrate a BIG customer segment successfully
06-May-2013
We converted a full FD portfolio to a full MF portfolio
Viksit Rohatgi, Gurgaon
shares how he converted a full FD portfolio into a full MF portfolio
25-Mar-2013
Taali do haaton se bajti hai
Taali do haaton se bajti hai, says
Kapil Khurana, Amritsar,
who believes a partnership approach can create BIG opportunities
17-Mar-2013
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