Published inIFANOW5 ways to look at your portfolio performanceBefore imparting any financial advice, advisors should conduct a financial health check. This research enables investors to clearly see…Nov 3, 2022Nov 3, 2022
Published inIFANOW[ANNOUNCEMENT] A place to Build your Brand & Grow your Audience is hereSometime in early April, when the Covid-19 pandemic hit, I got a call from a close friend who was frantically speaking. It turns out, he…Dec 1, 2020Dec 1, 2020
Published inIFANOWGoal based planning goes mainstream. Are you prepared?For more than a year now, the goal based planning approach to investing has been steadily gaining traction. Numerous apps such as Kuvera…Dec 1, 2020Dec 1, 2020
Published inIFANOWCOVID-19 pandemic — 8 learnings for financial advisorsDifficult times have the innate ability to get the best out of people affected by it. This time it is no different. The financial advisory…Apr 7, 2020Apr 7, 2020
Published inIFANOWSix Steps Of Managing A Fee Based Practice On IFAnow (Reference: SEBI Consultation Paper)Yesterday SEBI released a consultation paper on proposed amendments to RIA Regulations. This is a follow-up to earlier consultation paper…Jun 23, 2017Jun 23, 2017
Published inIFANOWOUR THOUGHTS ON THE IFA INDUSTRY AND SOME PREDICTIONSA lot has been written about the flurry of regulatory changes the MF industry has witnessed of late. It all started back in 2009 when I…Jun 23, 2017Jun 23, 2017
Published inIFANOWTwitter for Financial Advisors… How to get started and use It ?You must be aware of various #hashtags during TV shows and sports events. The idea is to connect the audiences through Twitter, one of the…Mar 12, 2014Mar 12, 2014
Published inIFANOWIndia has very few financial planners. But here’s why the trend is changing fast?You probably know that India does not have too many financial planners. But this trend is changing rapidly across all other cities in…Feb 14, 2014Feb 14, 2014
Published inIFANOW12 reasons Why your website is not bringing you leads & how to fix themSo, here’s a statistic. 8 out of 10 leads that we get are through our website www.ifanow.com. I have over period reviewed websites of lot…Feb 13, 2014Feb 13, 2014
Published inIFANOWThis IFA could not prevent his client from stopping an SIP of Rs.1,50,000. What about you?This is a true incident which happened to me couple of weeks back. As part of our study circle (yes, I am part of one) I keep interacting…Feb 6, 2014Feb 6, 2014