Hi Ms R V. I would like to invest I MFs. would you be able to help ?

Interested in mutual funds

I have attained training program of Madam , she has bundle of strong points and have high energy. Very good presentation and approach towards clients. Thanks a lot

roopa, thanks for sharing view for small ifa with big derm must read this article for thier long term view

Madam Roopa, You have done a wonderful job for the IFA community by sharing your experiences. It should do a lot to dispel the several unfounded fears of both the Investors & IFA communities. I am saying this with absolute conviction as I have been into direct equity investing for the last 38 years in different capacities & well my funda has been ditto with my personal investments as with my clients. I agree with you 100% as thats what I do precisely though I am a part timer & a recent entrant to the IFA fraternity with a small but solid AUM & client base. May our tribe grow! I wud be glad to meet you someday in the future.

Perception correcting superb article. Hope we should get opportunity to read such enlightening article in near future. Thank you Madam.

I agree with your views and also got some new ideas , Thanks Roopa - May be we meet sometime in some MF Event

Dear MS Roopa Venkatakrishnan, Things which you have mentioned are real things in life.I have experienced the same with my clients

Dear Rooma Mam, A lot of thanks for sharing your million dollar experiences to fellow IFAs of all over India.I liked most 1.The difference between making money and creating wealth and quote to every IFA should keep in mind "Be proud of the profession you are in ". Once again thanks for motivational approach and thanks to Wealthforum for gathering leading IFAs in a open forum.

The 8 points given are LEADING LIGHT to AFAs though difficult to practice. Confidence building with the clients is the Key word. What ever u do, do with pride.

Excellent artical for all of us.

Conviction is actually success mantra.Ihave proud to Roopa as an MFADVISOR

Roopa mam Thanks Exlent artical

very very encouraging interview. this will help me to do mutual fund business in better and organized and professional way which i am doing.

Dear Friends, Roopa is a founder Director of FIFA and through this forum, I would like to urge you all to join FIFA and strengthen our community. You can even ask your Association to join FIFA incase you are already a member of a regional or local association. You have been reading about Roopa and Brijesh who are both Directors of FIFA and you would now be familiar with what we stand for at FIFA. Your help and support will go a long way in taking the IFA cause forward.

A VERY GOOD MOTIVATIONAL ARTICLE.THANKS MAM ROOPA

A VERY GOOD ARTICLE. THANS FOR ROOPA MADAM AND ALSO WEALTH FORUM.

Thank you Ms.Roopa, You hit the nail on its head. If we ourselves do not have confidence in what we preach, how will our clients have it? How many of us, who have a surplus, invest in equity? How many of us allocate majority of our savings to equity? Thank you Mr.Venkatram for bringing in another quality interview.

Madam. I liked three points very much from your speech whic I will impliment in my life. 1) CONVICTION - Guru Mantra for Success 2) Difference between MAKING MONEY and CREATING WEALTH 3) GROW WITH THE CLIETS - Be there when they need you One thing I would like to add here and believe yo will agree with this. As you have mentioned Equity markets are cycllical - and we have eperience it also - we must get the benifit of it to earn money. I mean when they are in overbbought position we must sell it and buy the same when it is in oversold position. By doing this we will maintain our PORTFOLIO and will have extra income. Once again Thanks and regards. Suresh Deval

Thanks

GREAT

Thank you madam for this excellent article.

very good artical for any adviser.for new entry in mf field.

Most of the people in this profession understand this well but not practising it even for themself.If you practice right things for you then only you can convience others to do right things.

excellent

article fills with confidence.motivating indeed

VERY GOOD ARTICLE.MOTIVATIONAL.

very good article

A value added article for all of us. Thanks to Roopa madam and Wealth forum.

very good article

EXCELLENT ARTICLE. iN MY MOBILE INVESTORS GROUP NAME IS "BHAGVAN" (GOD)

very good article

IT IS A VALUADDED ARTICLE FOR ALL OF US, ACTUALY LIKE TO SEE AS DOCTOR OR A LAWER BUT WE R NOT PRESENTATION LIKE , BECAUSE OF LACK OF CONFIDENCE. I FEEL MARKET R RIGHT BUT U R NOT. THANKS UR ARTICLE .

fantastic and motivational article. salute to mam

Great article, exactly what you have been telling me all these years !

Very useful article for budding IFA like me. Thank you madam.

As you said conviction plays vital role in our profession of advisory,great job done all the best.

UR SUGGESTION FOR GOING FOR DIVIDEND PAYOUT IS VERY GOOD,BUT SOME OF THE IFAS BELIEVE THEIR AUM WILL REDUCE,BUT THEY DONT RELIASE THAT THEY ARE LOSING THE CONFIDENCE OF THEY INVESTOR.WE CAN NEVER TIME THE MARKET.THIS WILL KEEP THEM IN THE MARKET.

Thanks Madam. This article is very helpful to improve my business and thinking level also.

I AM FULLY AGREE WITH ROOPA.THANKS FOR SHARING THE THINGS.THANKS.

Congratulation to Roopa Venkatakrishnan ! she is Great Inspiration for us, It will be great pleasure for me if I would ever meet her & learn a little for better service to my clients.

You are doing a great job. You must write more often on wealth forum, it would be of great help to fellow advisors. Anybody aspiring to be a successful advisor just needs to emulate you.

dear roopa mam iam very great fan and follower of u pl addmein urlist logonwww.theeagleinvestor.co.in roopa mam ashwin shah urs allthebest call09925002619 logonwww.theeagleinvestor.co.in

Thankfully Very Helpful insights by Ms. Roopa. She shared very important thumb-rules. Very good interview.

VERY GOOD ARTICLE.