Recently I met a group of MFDs for an informal discussion. No slides. No presentations. Just honest conversation. At one point, one of them, Sanjay, shared something interesting. “I was at ….
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Most MFDs think about growth in terms of activity. More clients. More SIPs. More AUM. More revenue this year than last. All of that matters, but it misses a far more important question, one ….
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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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Cost. My brand. My logo. My margins. My independence. My way of doing things. All valid concerns. All understandable. And all dangerously incomplete.

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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