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
Lallit Tripathi
Vedant Asset Advisors
Ranchi
Ranchi IFA aims for Rs. 10,000 crs AuM ND platform
Think BIG is all about encouraging and motivating IFAs to grow 10x – to grow exponentially and not incrementally. One IFA who embodies everything that Think BIG stands for, is Lallit Tripathi of Vedant Asset Advisors, Ranchi.
25-Aug-2016
Profit booking is a vital part of HNI equity advisory
Lallit Tripathi
believes that a clear understanding of the HNI investor psyche is very important for an advisor to deliver a good investment experience, and proceeds to list 4 typical characteristics that are common to most high net worth investors.
10-Aug-2016
Perfect your science, commerce will follow
Six words sum up
Lallit Tripathi’s
motto. Six words turned his entire business upside down and led him to build a sustainable, client centric business model – a far cry from a product led distribution model that he originally embarked on.
25-Aug-2014
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