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How to build and retain a great team

An IFA who does not have any staff typically spends around 80% of his/her time servicing clients. If you dedicate a major portion of your time servicing clients, it will be difficult to grow your business.

Ravi Samalad | Read More
How to engage with your team

Hiring and retaining staff has always been a challenge for most advisory firms. Rajesh shares some anecdotes and actionable best practices in human resources which he has implemented in his practice.

Ravi Samalad | Read More
Register as non-individual RIA if clientele exceeds 150: SEBI

The new net worth criteria for non-individual RIAs and individual RIAs is Rs 50 lakh and Rs 5 lakh, respectively. RIAs feel this move could deter new entrants from taking up RIA services. The current net worth requirement for individual RIA is Rs 1 lakh.

Ravi Samalad | Read More
High touch model will remain relevant in smaller towns

The mutual fund industry which caters to over two crore investors has grown five times in the last decade from Rs 5 lakh crore to Rs 27 lakh crore. The growth has been steadfast, especially post demonetization.

Morningstar | Read More
Top distributors see a drop in MF commission earnings

An analysis of the gross earnings of the top 15 distributors shows that their commissions dropped by 24% from Rs 4,437 crore in FY19 to Rs 3,366 crore.

Ravi Samalad | Read More
HNIs need bespoke solutions

More than one in five HNWIs might switch firms in the next year with high fees being the top reason for 42% of HNWIs. HNWIs are also citing a preference for performance and service-based fees over asset-based ones, indicating higher expectations on value delivered for fees charged.

Morningstar | Read More
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