Aashish Sir’s presentation was divided in 2 broad categories.
1) Why IFA should be a Financial Planner from Agent
2) Wealth Creation through Equities
He shared his real life experience and stress below areas to be a Financial Planner.
# IFA should starts charging fees to their clients to provide quality advisory and services.
# If Doctor or Architect don’t charge fees than as a customer what you will think?
# Be a Professional…Introduce Process in discussion with clients He shared easy to understand real life examples to explain how one can do wealth creation through equities.
$ Objective of Stock market is to provide Liquidity & Price Discovery…Return comes from Earning of company not from stock market.
$ IFA should avoid discussing about Market and Products with their clients…Focus must be on achieving client’s Financial Plan.
$ We should educate our clients about Life Style Inflation not only about CPI.
$ India is still small cap Vs. Global market…Our market size is just 2% of global market…Our biggest company TCS is just 10% size of Apple…So there is huge potential to grow for NIFTY companies like TCS, HDFC in the long run.
$ We should not worry about cost but focus on net return produced by a fund.
He solved participant queries regarding Online Platform, Direct Equity Vs MF and Real Estate Vs. Equity.
Aashish Sir’s presentation was rated BEST presentation by 100+ participants and we thank for their value addition and supports for making conference successful.
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