Network FP Thinktank is an Online Professional Journal by Network FP wherein we share the articles written by top-class financial advisors and industry thought leaders from across India and the world.
6 Parameters for Selecting PMS Products for Your Clients
Sadique Neelgund
August 4, 2016
Reading Time: 4 minutes Jignesh Shah, Founder & Owner at Capital Advisors, is a Chartered Accountant, Chartered Financial Analyst (India & USA) by profession. Jignesh has more than 20 years of experience in the industry and has been associated with reputed organizations which include both Banking & Non-Banking entities and areas like Investment Advisory and Product Management, Discretionary Portfolio Management and Equity Broking as Sales-side Analyst (equity research analyst and Strategist role).
In this article, Jignesh shares his insights, gathered over the years from his experience, on what are the key factors one should consider before recommending a Portfolio Management Services (PMS) product. As PMS product comes with a minimum ticket size of 25 lakhs, it would be wise to be diligent on the below parameters while recommending PMS to your clients.
Read MoreHow to Monetize Client Centricity for All Types of Customers
Bhuvanaa Shreeram
Certified Financial Planner, Plan2Prosper
March 19, 2014
Reading Time: 3 minutes Different clients need different levels of service, customization and expertise. So how do financial planners and other financial advisors monetize client centricity and offervaried levels of service?
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