Top Tweets for #faa2017
SWP has emerged as phenomenal plan for retiree segment. It's proven and tax efficient says @nareshpachisia @utimutualfund #FAA2017
At Financial Advisor Forum -patna Suraj Kaeley says As an industry we need to tap retirees the way we wish to tap youth. Both are equally big and important segments.#FAA2017 @utimutualfund
Neeraj Agrawal of CIMAGE Group, explains the impact on #LTCG on investments as against insurance over short and long term - at #FAA2017 with @CNBCTV18News. #FinancialAdvisorAwards2017
Advisors should be transparent with investors in educating them about patience and risks believes @nareshpachisia at #FAA2017. #FinacialAdvisorAwards2017
Applauds received by Mr. Ashish Goel as he adds mutual fund sahi hai lakin advisor zarori hai. #FAA2017 @utimutualfund @CNBCTV18News @AshGoel1
At the last city forum at #Patna, @AshGoel1 explains why the investor of today needs the combination of technology and trusted advisor. #FAA2017 #FinancialAdvisorAwards2017
It is not just the capital city of Patna, but all of Bihar has huge potential for Mutual Funds - says Neeraj Agarwal, our fourm panelist. #FAA2017 @CNBCTV18News #FinancialAdvisorAwardsForum2017
Mr. Naresh at patna financial advisor forum says that we need to tap all possibilities to get youth inroduced to mutual funds. #FAA2017 @nareshpachisia @utimutualfund
Last but not the least, our last panelist - Neeraj Agrawal of CIMAGE Group of Institutions joins the experts to discuss the next wave of mutual fund growth in India at the #FinancialAdvisorAwardsForum2017 #FAA2017
Next up on #FAA2017, Vista Wealth Consultants Pvt. Ltd.'s @ashGoel1 joins the panelists and the insightful discussion at the #Patna forum of #FinancialAdvisorAwards2017 with @CNBCTV18News
Join us in welcoming our next panelist at the #Patna forum - SKP Securities Ltd's @nareshpachisia #FinancialAdvisorAwards2017 #FAA2017
Thank you for being with us at yet another informative and super successful forum of #FinancialAdvisorAwards2017 #FAA2017. Stay tuned for more.
#FinancialAdvisors at the #Vadodara forum are thrilled with the takeaways provided by the esteemed experts. With great new insights and learning, we wrap up our third forum of #FinancialAdvisorAwards2017 #FAA2017.
Advisors must have a succession plan in place so that their investors are looked after adds @overtness at the #FAA2017 #FinancialAdvisorAwards2017.
#Advisors must enhance capabilities of the investor by giving the right advice for their #FinancialPlanning says @feroze_azeez at the #FinancialAdvisorAwards2017 #FAA2017.
One tip for #Advisors is to embrace technology - advisors needs it and so do investors adds @jeetjhaveri at the #FinancialAdvisorAwards2017 #FAA2017.
The biggest challenge for #IFA's is to keep their investors invested and not panic due to market conditions says @skaeley at the #FinancialAdvisorAwards2017 #FAA2017
The youth is very tech savvy so they must be connected with via a medium they understand like Whatsapp - says @jeetjhaveri at the #FinancialAdvisorAwards2017 #FAA2017.
Data and technology needs to go hand in hand to fuel the next wave of #MutualFund investments believer @feroze_azeez of Anand Rathi at the #FAA2017 #FinancialAdvisorAwards2017.
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