wealthforum e-zine
Home
Practice Management
Think BIG
Advisor Speak
AMC Speak
CEO Speak
Straight Talk
Gamechangers
Wise Advice
Mr. Dependable
Platform Point
Customer Engagement
Tarakki Champions
MasterMind
Innovators
Marketing Wiz
Advisor Speak
AMC Speak
CEO Speak
Products & Markets
Think Equity
Equity Insights
Market Views
AMC Updates
AMC Pages
Fund Focus
AMC Speak
CEO Speak
Advisor Speak
Industry Perspectives
Industry News
Industry Trends
Advisor Speak
AMC Speak
CEO Speak
Surveys
International Trends
Network
Discussion Forum
Dealing Room
Your Voice
FIFA Corner
Conferences
IFA Associations
Advisor Speak
Awards
Thought Leaders
Editor's Picks
Special Features
Think BIG
Equity Insights
Think EQUITY
Tarakki Champions
MasterMind
Wise Advice
Innovators
Marketing Wiz
Mr. Dependable
Futurist Edge
Platform Point
Saturday School
Ashish Chadha
Chadha Investments
Delhi
Keep taking singles, but go for that occasional six too!
Last week, we discussed Ralph Wanger's winning investment approach (
The story of a zebra among lions
). Major Ashish Chadha - one if India's most successful advisors - discusses his take on Wanger's approach, and how he blends caution and aggression to deliver a great client investing experience.
07-Feb-2016
The simplest way to pitch retail debt funds
Ashish Chadha, one of northern India's most successful advisors, and one who effortlessly straddles all customer segments from retail to super HNIs, has a very simple answer to the big question of how to effectively pitch retail debt funds to investors. His response - never focus on pitching the product, because clients don't buy products, they buy us! If you are doing the right things for your clients and have won their trust, clients will go with your recommendations - period. Ashish shares his practical and very wise insights on four key product segments within retail debt funds which he actively recommends to his clients.
03-Jan-2013
Thought Leaders
Pratik Vasa
Mumbai
Mohsin Bijepuri
Bijepuri Financial Architects
Chennai
Brijesh Dalmia
Dalmia Advisory Services Pvt Ltd
Kolkata
A K Narayan
AK Narayan Associates
Chennai
Jignesh Shah
Surat
Harshit Vishkarma
Wealth Wisdom
Jaipur
Janak Shah
Sapient Wealth
Pune
Ashish Modani
SLA Financial Solutions
Jaipur