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 ….
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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 ….
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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 ….
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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 ….
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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 ….
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