The Real Platform

Many MFD and wealth platforms are rising across India today. They are well funded. They are sharp in communication. They use words like scale, growth, technology, enablement, efficiency, and ….
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The Forest Level Question

Cost. My brand. My logo. My margins. My independence. My way of doing things. All valid concerns. All understandable. And all dangerously incomplete.

Get This Right

Let me start with a simple story. A few months ago, I was sitting with a senior MFD. Smart, hardworking, well intentioned. He had built a decent book over the years. As we spoke about his pr ….
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The Quiet War

Competition does not announce itself politely. It does not send you a letter saying it has entered your city. It arrives quietly, through glossy offices, persuasive relationship managers, di ….
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The Number That Really Determines Your Future

Most MFDs track their revenue. It is the scorecard they check every month. It tells them whether they are growing or slowing. It tells them whether the market has helped them or hurt them. I ….
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