Investors must not get frightened and cash in their investments in a hurry in the present market scenario, since it will convert their speculative losses into real ones. This is the message mutual fund distributors should communicate to their long-term clients. Tell them that their funds are in expert hands and they should not take…
DetailsThere are some vital financial tasks which your clients must complete before March ends. Given below are the top 5 important things which must be finished before 31st March, 2020: 1. Compute earnings for the year: Many clients are unable to calculate their total income for the year correctly. Financial advisors can guide them by asking…
DetailsNumerous articles are published on International Women’s Day talking about how women have been successful in every sphere of life whether it is education, sports, employment etc. However, when it comes to wealth management, women are still not completely involved in money decisions. Moreover, many women find it difficult to communicate with financial experts in…
DetailsTechnology has largely changed the way people manage their money. They can view all their investments on their phone or start a SIP plan in few seconds. Mutual fund distributors have realized the importance of technology and its role in enhancing client experience. Here are some ways they have adopted to complement their services …
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