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Monthly Archives: December 2019

How to Select the Ideal SIP Plan for Your Clients

By adminClient Management Financial Planning Practice Management

Most of your clients will know about the significance of Systematic Investment Plans popularly known as SIPs as a tool to create wealth. However, many of them are not aware of the fact that SIPs are not a channel of investment but a method. Through SIPs, money is invested at systematic intervals in various equity…

December 19, 2019
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How can your clients make the most of their emergency corpus

By adminClient Management Distributors Practice Management

With inflation touching all-time highs and unforeseen costs, such as those arising due to health problems, your clients will certainly know the importance of having an emergency fund which helps them manage these expenses better without affecting their savings. It acts like a safeguard against various risks to income. In order to make sure that…

December 17, 2019
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3 Tips to Help your Clients Manage Inflation

By adminClient Management Financial Markets Practice Management

Inflation rose to 4.62% in October, resulting in distress among crores of Indian savers. Inflation can be defined as a generalized rise in prices which can affect your standard your living and of course, finances. As financial advisors, you must ensure that your clients can handle inflation otherwise they might end up in a debt…

December 10, 2019
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