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Responsibility of advisors have risen with the increase of investors who are also investing larger amounts. Onboarding process is critical and advisors should avoid a quick sale.
Linking SIP to a goal rather than performance will retain clients during market dips.
Discuss action points on what to do during a dip. Clients are not likely to give it much importance during onboarding but during volatility, advisors can refer to those action points to help balance the conversation.
Investors have become a little tougher and seasoned as other asset classes such as gold and real estate have also had losses.
Times of market volatility are when IFAs should demonstrate their "Fevicol ka jod" - by engaging closely with clients at at time they need support the most
