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1800 clients in the first 10 monthsVishranth Suresh, Asset Plus, Chennai

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Key Take-Aways
  • Leverage your background and experiences to use your skills that you have gained to further growth.

  • Research and find a niche where you can tap opportunities. Many youngsters are not aware of mutual funds and their parents also steer them towards traditional assets.

  • Youngsters need an emotional connect to stick to an app, need financial literacy. Youngsters are not looking for immediate solutions and will question given solutions.

  • Give practical scenarios to evaluate their risk profile. Educate young clients about why this solution is offered to them. Personalize each client's journey depending on their goals.

  • More of the youngsters are moving towards digital as they prefer self-service where they can feel intelligent, takes less time and energy. So emotional connect with youngsters is defined differently.

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Comments Posted
Vasant barai ARN NO :ARN-33461 Jamnagar, 25 Feb 2022

Ok

MANISH RAJ ARN NO :114139 PATNA, 08 Feb 2018

Congratulates,. I am also a Engineering Background-IFA. Your Story really Motivate me. Goodluck, All the Best

KVN Sucharitha ARN NO :ARN333770 Bangalore, 06 Feb 2018

Great story. All the best. Back ground what it matters. They are from IIT that it self is positive for them. Definitely very difficult for IFSs. We have to change

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