Succession Planning
Luxury versus Responsibility
The plumber’s house leaks and the carpenter’s house creaks.
We smile when we hear this line, but it hides a truth that every financial professional needs to confront. We spend our lives ....
Read More
December 10, 2025 | 2 Minute Read
Growth
The Biggest Lie
There is a silent danger in the world of financial advice and mutual fund distribution.
It does not look dangerous.
It looks safe.
Comfortable.
Predictable.
It whispers familiar words.
“Do ....
Read More
December 9, 2025 | 7 Minute Read
Nano Learning
The Magic Certainty Button
Every financial professional / MFD I meet is searching for the same thing, even if they do not say it out loud.
Certainty.
Certainty that markets will behave.
Certainty that clients will sta ....
Read More
December 5, 2025 | 3 Minute Read
Growth
Size, Capacity, and Scale
Size is often mistaken for success. Many founders of wealth firms measure their progress by AUM, revenue, or number of clients. But size alone is not enough. A firm can be big on those numbe ....
Read More
December 2, 2025 | 5 Minute Read
Nano Learning
Your Future Depends On…
I met an MFD recently who had gone from Rs 120 Crore AUM to Rs 95 Crore. He did not say much, but his silence said everything. Something had slipped. A few clients had left. A few relationsh ....
Read More
November 28, 2025 | 3 Minute Read