


“I’m working hard. Why is my AUM not growing?”

“Ticket sizes are small. SIPs are flat.”

“Everything depends on me. I’m tired.”

“I am running out of referrals”

“I do not have any idea about how to identify and convert HNI clients”
The 3-Step Approach to Business Scaling
Strategies for Attracting and Retaining HNI Clients
Watch this short video to see the power of a productive team in action!

Speaker
Former Head-Fixed Income at Invesco Asset management. Over 25 years of experience in Fixed- Income and currency markets. Managed funds for both domestic and offshore funds. In 2005 and 2012, was featured amongst the top debt fund managers in the country in a survey conducted by Business Today and Mutualfundsindia.com
"I have a small team of 3 people and we were struggling to get things done.
After implementing what I learned, we started doing the work of 30!"
Radhika Gupta
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