Atul, a Mutual Fund Distributor from Delhi, asked me, “Recently, I was with a client who has a portfolio of ₹25 Crore. In the meeting, I was focused on how to close him. I want ….Read More

Ashish, a mutual fund distributor from Kolkata, shared an experience with me recently. “I met a doctor who had the CNBC app open on one hand while talking to me,” he said. “The doc ….Read More

Ask any client what they truly value in a financial professional. It’s not whether you beat the market by a percentage point. It’s not whether you switched from one fund to ano ….Read More

“I lost a significant HNI client to a big firm,” said Vishal, a financial professional in his early forties. Another mutual fund distributor quickly joined in: “I lost a few H ….Read More

There’s a big difference between migrating assets and migrating trust. Most financial professionals miss this. Especially during transitions like acquisitions, mergers, or succes ….Read More