Marketing For Financial Advisor

Now,Insurance Agents (IRDA license holders), AMFI license holders, Chartered Accountants, Sales Tax Cunsultants, Banks, Share brokers,Financial product Marketing Agencies and Others are doing the role of Financial Advisors. Who conducted the courses of Certified Financial Planner or Chartered Financial Practioner ? Is a financial practioner need SEBI registration ?
I wish the answers fron INDIA.
I wish the answers from INDIA.

In what jurisdiction? This question is specific to national and state or provincial laws.

2007-12-13 00:02:51 by Bindu Antony

www.next10clients.com - Certified Financial Planner Kristin Harad details why it is vital for financial planners to develop a niche marketing ...

Can a Financial Advisor or Stockbroker get bonded? I currently have E&O insurance through my firm, but it will only cover so much. Would it be a good idea to have myself bonded? In this market and in this financial environment clients and individuals are quite nervous, and it can be a financial nightmare if a client comes after you for compensation of losses or possibly suing you. Would it be a good idea to protect myself as an individual and have myself bonded? Is it even possible to have myself bonded? Any feedback would be greatly appreciated. Thank you.

yes but would the cost off set the risk -- you will have to talk to an agent to find out!!!

2008-10-23 08:12:40 by Jason M

Price: $34.97

R.S. INVESTMENTS
MONA .CHHALWANI
GERNAL MANAGER


Wrote letter to PRESIDENT OF INDIA, SEBI,EDUCATION MINISTER,INCOME TAX DEPARTMENT,NATIONAL STOCK EXCHANGE


MONA .MADAN. CHHALWANI GERNAL MANAGER for

‘’ RS INVESTMENTS ‘’

As per survey taken by ‘’RS.INVESTMENT’s’’ 68% of people in Mumbai don’t know
How to manage their finance neither they can afford to pay the high fee of financial advisor

In today’s world getting knowledge for ur finance is very important. But when we ask for any knowledge the CFP do charge to manage our finance

I have written to president and education minister regarding this that there should be subject in every stream after 12th STD where student can understand about capital market and financial market. So according to that each an every individual can plan there finances.
At this time they do have basic knowledge and some chapter of stock market which is not enough.

I have also sent a original copy of letter which has been signed by 15 different college principal’s, And over 1200 students which include F.Y.JC, S.YJC,
(F.Y, S.Y, T.Y) B.COM, BBI, BMS, BSC.



‘Barclaycard’ brand name and big bank in U.K to help their customer what they did they went and given interest free period for all the card holder who lost their job in this global meldown
they also reduce the interest rate for all the customer and also min payment was reduce from 2.50% to 2.00% which help the customer a lot in U.K.they also started giving advice over the phone to all customer how to manage their finance in this global melldown,and they didn’t charge for that free financial advice.

When they can do it why cant we give free financial advice where India is an developing country


Savings Bank Account ,Money Market Funds (also known as liquid funds) ,Bank Fixed Deposit (Bank FDs) ,Post Office Savings Schemes (POSS), Public Provident Fund (PPF) ,Company Fixed Deposits (FDs) ,Bonds and Debentures , Mutual Funds

These are the basic things where we should be having knowledge about
And I demand for free advise in today’s market so that the people in India should save money not book losses in capital market

Every time when there is big market correction we always here suicide cases through out India

I will be writing to BOMBAY STOCK EXCHANGE as well to get each and every broker and operator should be given training for capital market advice and financial advice So while making trade for their client the can make their suggestion as well

I have carefully read your question. This question involved the financial policies of the Govt. of India over which you have no effective control. I don't agree with you that the Govt of India will come out to impart financial advice to the people regarding investments in Stock Exchange market.. Idnia is a developing country, like Pakistan and Bangla Desh, but the financial policies of each country is based on other factors, such as obtaining financial aid from IMF or other loan giving Agencies. The developing structure of India is not as good you are require that they must give Bombay Stock Exchange authority to give market advice to the clients and give suggestions.
However, if you compare the Financial Position of India with Pakistan, I am 100% confident that the Indian Finance Ministry is doing much better than that of Pakistan and India is not bound to accept IMF instructions which involve to unjustifiably increase prices of essential commodities, like petrol and electricity inasmuch as the Supreme Court of Pakistan had to take Sumitomo notice of the unprecedented rise in the prices of petrol and electricity. Here in Pakistan masses are suffering too much at the hands of politicians IMF(as the presen Govt.. has taken Loan from this agency) and IMF is bent upon to increase the prices of commodities without taking due cognizance of the sufferings of the masses. I think you will now understand what I mean. Good Luck Take Care.

2009-08-29 02:16:10 by rs

Price: $39.95

My financial adviser and James Cramer among others deny that there is an oil bubble driven by speculators.

Way back when schools actually taught students something, it was a common rule in economics, it basically holds true today. Speculators feed off 'supply & demand', and it is true that there is a great demand for oil. Low production keeps the price high.

2008-06-22 11:00:03 by charlotte q

Being in a professional service industry, your referrals are going to mostly come by word-of-mouth so you need to network as your main marketing strategy. Make a list of 20 people you know who may be able to refer clients to you and then set up a meeting/lunch/coffee date to talk to them. Take your business cards and brochure if your have one. Tell them what you are doing, who your market is, what you can offer their clients, etc and ask if they are interested in mutually referring clients. Be sure you stay in touch with the people who agree and be sure to send your clients to them too.

When you have a client base you can do the more expensive advertising & marketing if you need to.

Here's a good article geared to lawyers but the same principles should apply to financial advisor.
http://www.atticusonline.com/downloads/P owersABAFall06(1).pdf

2007-06-15 09:20:17 by nickel