Nov 14, 2019
IFAs need to grow their debt fund book
Amidst changing client expectations, emergence of online investing platforms and free flow of information from a variety of sources, the job of an adviser is not merely managing money. They have to set the right expectation among clients, constantly educate them and adapt their business models keeping with evolving trends. Amit Bivalkar, Dhruv Mehta, Harsh Gahlaut and Suresh Sadagopan share how they are navigating their business in a panel discussion moderated by Dhaval Kapadia at the Morningstar Investment Confernce 2019 in Mumbai. Here are edited excerpts.