Tag: Folio Number

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Smart bankers….and impacted IFAs

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For the past one year Mutual funds are falling over themselves to please the bankers. However it is not having a great impact on the net sales. For many mutual funds, the ‘net sales’ figure by the big banks is  NEGATIVE figure. When you talk to a banker however they are not so negative, and […]

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Advisors’ co-ordination!

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If on your way to prosperity you have accumulated many advisers how do you ensure that they are on the same page? Let me tell you the woes of one of my friends. Typically he has 3 Relationship Managers, one I F A, one Portfolio Manager, one C A who files the Income tax returns. […]

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