Mohini Mahadevia
Founder at SOLUFIN
October 12, 2021
Reading Time: 6 minutes Dear Mohini, Hope this letter finds you in a stable headspace. Why am I using such words? You will know soon. Just remember to keep that bottle of hand sanitizer that has been lying sealed on your dresser with you all the time. Keep washing your hands more often. You may not realize it now, […]
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Mohini Mahadevia
Founder at SOLUFIN
January 19, 2021
Reading Time: 4 minutes In December 2020, IFANOW published the findings of its “Practice Management in the New Age Study” where 524 advisors all over the country were surveyed to get an understanding of the various problems that affect the advisory and personal finance professional community and what the community had in mind as a way forward. While the […]
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Mohini Mahadevia
Founder at SOLUFIN
September 8, 2020
Reading Time: 3 minutes As advisors, we are expected to lead the client to experience financial success and bliss, financial freedom and the realisation of their dreams. While this cannot be disputed, there is another very important responsibility that we must fulfil at all costs- leading them through personal crisis and disasters. More often than not, these come out […]
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Mohini Mahadevia
Founder at SOLUFIN
May 21, 2019
Reading Time: 4 minutes As advisors, we are expected to know all about various options available to our clients, be it strategies or financial products. While it is humanly impossible to literally know-it-all, it is definitely possible to keep up with the changes and new developments and keep oneself abreast of various features of financial products. This article, we shed some light on the “Critical Illness Policy” to enable you to be in a position to advise your clients about whether or not to buy this product.
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