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.
What is the best way to have the, Retail Segment Invest with you?
Sharan Patil
Entrepreneur,Investor & Educator
May 3, 2019
Reading Time: 2 minutes If someone asks us, “who is the ‘ideal’ client for you?”, majority of us will instinctively say a client who falls in the high income or HNI category. The blue chips of our client base. While this rationale is not illogical, it often leads us to overlook the entire middle class, growing income group of clients. In this article, Sharan Patil shares his insights on how to target this segment and make them the brand ambassadors of your Business.
Read MoreThe Secret Recipe for Success of Investor Awareness Workshops
Gajendra Kothari
MD & CEO, Etica Wealth Management Pvt Ltd
July 3, 2014
Reading Time: 4 minutes Gajendra Kothari, MD & CEO at Ética Wealth Management Private Limited shares his experience of conducting over 100 investor education seminars. His recipe is simple. This approach now helps his firm acquire more than 70% of their new business. Read on to know his secret recipe.
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