Success isn’t reaching Rs. 100 Crore in AUM. It isn’t even Rs. 1,000 Crore or Rs. 5,000 Crore. It’s not a destination that you arrive at.

Succession planning is a crucial, yet often overlooked aspect of running a financial practice. Many financial professionals delay it, thinking they have plenty of time. We often th ….Read More

In our industry/profession, trying to be everything to everyone is a common trap. We think that by casting a wide net, we’ll capture more clients. But the reality is far differen ….Read More

In our industry/profession, your brand is far more than just your logo, your name, or even the name of your company. These elements are certainly important, but they merely serve a ….Read More

Last week, I met up with an executive from the mutual fund industry. He shared an interesting statistic with me. He said, “80% of the assets are lost within the first 6-12 months ….Read More