Mr. Manoj Mani Agarwal
ES: Please tell us anything on your business or processes which you believe makes you stand out from the other IFAs in the industry? How has it helped you in making your business more successful?
Manoj: I believe that keeping your clients aligned to their financial goals is of utmost importance. I have continuously tried to make my clients aware of the market volatility risks and how to turn them in their favour. So client awareness is my mantra of success.
ES: In the last Dhanteras SIP Login day, you had registered great success. Please tell us about what your strategy was and the activities you did to make the SIP Login Day successful.
Manoj: Any SIP begun at anytime can turn into a valuable asset for the investors. Period of Dhanteras is considered to be an auspicious time for new investments. Therefore putting both the philosophy together we urged all our clients to increase their SIP and most of them followed our suggestions.
ES: Please tell us of your preferred method /strategy to promote SIP investments today which has been giving good results. Can you share any valuable suggestion /piece of advise to our Partners to be successful in promoting SIPs?
Manoj: It's a myth that SIP is only good for fixed income investors like the salaried ones. We have explained to self employed persons that they can always invest lump sum in short tenure funds and use them to fund their SIP. Almost all have liked the idea of SWP with SIP attached. The benefit being that even when those funds get exhausted the clients are willing to keep funding such SIP which would not happened with STP.
ES: Lastly, please share any mantra or guiding philosophy or any personal habits that you follow in your life or business to be successful.
Manoj: Learning about client behavior is attending seminars and Meetings of NJ and partner AMC, regularly reading of financial market analysis on various reputed websites and last but not the least never to repeat mistakes in investment which we made in past.