Wealth Forum

Ashish GoelVista WealthDelhi

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		Vista's 10 pillars for building a successful IFA business In this article, Ashish and Manish Goel focus inward – into what we need to do to build robust and scalable business models that can withstand the vagaries of market cycles and emerge stronger after each market cycle. 09-Feb-2018

Mutual Funds Sahi Hai, PAR IFA Zaroori Hai Ashish and Manish Goel can confidently complete the MF industry's catch phrase "Mutual Funds Sahi Hai" with "IFA Zaroori Hai" as they are proactively taking a number of steps to help their clients avoid the perils of this bull market and remain focused on their agreed goal based plans. 31-Jan-2018

		Vista's BIG Idea: T&T 22-Jan-2018

Vista's BIG Idea: T&T 01-Jan-2018

		10 Vista Wealth lessons from Dangal Ashish and Manish Goel share 10 inspirational lessons from the movie Dangal, which serve as an excellent guide for any IFA who wishes to build his/her business and serve investors the right way. 08-Feb-2017

Why are we IFAs wary of platforms? Ashish and Manish Goel spell out exactly why IFAs are wary of platforms, and ask for some out-of-the-box thinking to break this impasse and move forward towards a win-win situation between IFAs and platform providers. 12-Oct-2016

		The best way to deal with commission disclosure Rather than falling prey to extreme pessimism or just avoiding the uncomfortable thought of dealing with disclosure, Vista Wealth did an exhaustive bottom-up review of their entire client base to clearly define the magnitude of the challenge at hand and to pin point where the pain could lie and how to deal with it proactively – before the CAS statements land in client houses this October. 13-May-2016

Champion IFA shares 6 step process to crack the toughest client segment Vista Wealth, one of the largest and rapidly growing retail distribution businesses in North India, is also a great incubator of practice management and client engagement ideas and processes in the retail space. We therefore turned to Ashish and Manish to share with us how they build equity conviction in one of the most challenging segments – conservative, FD oriented middle aged savers. 04-May-2016

		Penny wise pound foolish In the second part of this two-part article, Ashish and Manish Goel share three more real life client stories that underscore the same point – that price is not everything, its finally value that matters. 22-Nov-2015

Sasti cheez mehangi pad gayi Ashish and Manish Goel share 5 real life experiences in a two-part article, where clients fell for the lure of a cheaper alternative, only to repent later as they discovered, at their cost, the true value of good advice. 16-Nov-2015

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