BeyondIRR

We enable investment advisors with deeply customized portfolios and investment insights so that they can focus on what matters the most - their clients

[INRBONDS.com @INRBONDS]

🔍 Discover the prevailing risks and opportunities in the world of bonds, and gain valuable insights into the financial market. - Arjun Parthasarathy in conversation with Parag Kasliwal, Co-Founder of Beyond IRR
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@arjunparthasara @paragkasliwal
#BondMarket

[Anupreet Choudhary @anupreet_iit]

India would be the second largest market after China to implement T+1 settlement cycle for stocks. It is a huge step in marking markets more liquid 🇮🇳. #India #invesments

[BeyondIRR @BeyondIRR_HQ]

Want to know more?
Connect with us at
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[email protected]

[BeyondIRR @BeyondIRR_HQ]

Thinking of Gifts for Your Wealth Clients?
5 cost-effective and thoughtful gifts for your wealth clients for this festive season

Thread 🧵
#theultimatefive #investing #clientmanagement

[BeyondIRR @BeyondIRR_HQ]

5. Charity donation
Sometimes it’s hard to know what to send as a gift. In cases like this, a charity donation can be a thoughtful gift that helps you get to know them better. Ask your client what their preferred charity is, then make a donation in their name.

[BeyondIRR @BeyondIRR_HQ]

Want to Know More
Connect with us at
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[email protected]

[BeyondIRR @BeyondIRR_HQ]

Want to follow up with Clients?
5 effective ways to follow up with your wealth clients
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#theultimatefive #investing #clientmanagement

[BeyondIRR @BeyondIRR_HQ]

5. Greeting on Occasions
Greeting customers on a holiday, anniversary or other special occasion helps to show you care about them as more than a sale

[BeyondIRR @BeyondIRR_HQ]

Perpetual SIPs
Perpetual SIPs, best suited for young investors, is an SIP without an expiration date and continues till the time you wish to invest

[BeyondIRR @BeyondIRR_HQ]

Here are 5 different variants of SIP you must know about.
Step Up SIP
This allows you to increase the investment amount in a periodic manner as your savings go up year on year. It is helpful in achieving investment goal faster

[BeyondIRR @BeyondIRR_HQ]

Trigger SIPs
Trigger SIPs are based on an event happening in the markets. For instance, one might want to invest if the Sensex or Nifty goes down by certain % points, then Trigger SIPs are the right option