Before imparting any financial advice, advisors should conduct a financial health…
For more than a year now, the goal based planning approach to investing has been steadily gaining traction. Numerous apps such as Kuvera, Wealthy, Fisdom, Fundsindia and Goalwise have this as a core feature in their offerings. The…
Yesterday SEBI released a consultation paper on proposed amendments to RIA Regulations. This is a follow-up to earlier consultation paper released in Oct-16 to which SEBI has…
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 most popular social media platforms. Such has been the effect of Twitter that…
So, 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 of financial advisors in India. I see few mistakes a lot of these…
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 with lot of IFAs. I met one such IFA…