Let us look at a fictitious conversation between a ‘Super Senior Vice President – Strategy and Execution’ and an IFA: Sir my client, Subra, has invested in our company’s ULIP with the least fund management charges…but it is doing very badly…what should I do? Sir my client is not a greedy or a crazy guy, […]
Buying any financial product is not easy. Let us look at a product like life or even general insurance. Fact is, you are buying a ‘security’ – you want to be reasonably sure you are dealing with a good company, right. What do people look for: 1. Can I buy it online: Ease of […]
Well he can do many things!! Some of the things that he can do are the following: 1. Identify your REAL goals and hurdles in reaching them. 2. Convert the goals into challenges and make sure you are willing to put in the resources to achieve them 3. Identify your personality – some people think […]