Every dentist goes to a dentist, right? Every Counsellor hires a Counselor for himself -he needs it desperately. So should every IFA have an IFA? An Ifa thinks it is a great idea to consult an Ifa. However when it comes to his own money ..he prefers doing it himself !! Why so? These are […]
Investing is like a Marathon not like a Sprint: This is supposed to mean that in the long run running the full distance is more important than falling dead. One needs to take care of ones health, mind, and a steady, regular investing habit. Be content to hit singles and twos..every ball cannot be hit […]
A client bought a policy in 2012 and now in 2015 he finds he should not have bought it…he wrote to the company..and this is what he got as a reply: Thank you for being a part of xyz Life Insurance family. This is with reference to your complaint for policy numbers 2637756, 2622857, 2656029. […]
If you think giving is easy, let me tell you it is not. Asking is even more difficult. Giving without expecting anything in return is even more difficult. Most of us give expecting a thank you or gratitude – even that is wrong. If you believe in the phrase ‘Givers Gain’ you should be able […]
A couple of days ago I did a post saying ‘markets are up buy 40%’ – to which a couple of friends called up and said “Hey thanks to you my portfolio went up by 55%’. Thanks guys. The minute you told me that I was reminded of the donkey story. http://www.subramoney.com/2009/02/relationship-manager-fund-manager-or-magician/ This is not […]
Here are some of the confessions of a very successful IFA. Exactly why it merits being mentioned : 1. I play favorites with some fund houses: It has taken me a very long time to establish relationships with about 5 mutual fund houses. I recommend only their products. Sure there are about 40 other fund […]
Many life insurance companies have a very big advertising budget. They also have a huge budget for spending on the social media, and I am not sure if they are happy with the results. I am convinced that they are not putting enough effort to make the necessary impact. Let me tell them what are […]