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Articles for Ria, search results for clients

Keep business and personal finances separate: Tarun Birani
1 year, 11 months ago

Keep business and personal finances separate: Tarun Birani

Live Mint  

Tarun Birani worked at a couple of brokerage firms in the early part of his career and that’s when he became disillusioned with the fact that most advisers were merely peddling investment products rather than helping clients understand and meet their long-term goals. And this led him, in the early 2000s, to start his own advisory practice, much before market …

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Billimoria’s financial journey: from just 1 client to ₹ 550 crore assets
1 year, 11 months ago

Billimoria’s financial journey: from just 1 client to ₹ 550 crore assets

Live Mint  

Bengaluru-based Dilshad Billimoria started her advisory journey from Birla Sun Life Distribution in the early 2000s, much before market regulator Securities and Exchange Board of India carved out a separate category for financial planners—Registered Investment Advisers — in 2013. Billimoria recounts her financial journey over the years, from having just one office boy and handling one client to now managing …

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Why this Mumbai-based RIA prefers to go with referrals
1 year, 11 months ago

Why this Mumbai-based RIA prefers to go with referrals

Live Mint  

In a world where growth at all cost is the motto of most firms, Vivek Rege’s practice is somewhat counter-intuitive. The company gave him a list of people for cold-calling and one such cold call got him his first advisory client. View Full Image An RIA's journey Why IT attrition is high despite a risk of recession Silver shines on …

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10 years of RIAs: Sadagopan’s journey as financial planner
2 years ago

10 years of RIAs: Sadagopan’s journey as financial planner

Live Mint  

“The problem is people are not saving enough or, rather, the expenses are too high," says Suresh Sadagopan, principal officer, Ladder7 Wealth Planners Pvt. Over a period of time, I developed some maturity in the financial advisory business and my fees also went up. View Full Image Suresh Sadagopan’s journey as financial planner In 2010, we moved towards the advisory …

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10 years of RIAs: A registered investment advisor shares his journey
2 years ago

10 years of RIAs: A registered investment advisor shares his journey

Live Mint  

The start of 2023 marks a decade of market regulator Sebi’s rules on registered investment advisors that came into effect in January 2013. In the first article of this series, Vishal Dhawan, founder of Plan Ahead Wealth Advisors, explains how he manages his clients' money and helps them achieve their financial goals. So, we’ve had different situations where people, clients …

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Know how your investment advisor charges you before picking the right one
3 years, 5 months ago

Know how your investment advisor charges you before picking the right one

Live Mint  

A registered investment adviser charging a higher fee need not necessarily be better than others, and an RIA charging a lower fee need not necessarily be inferior. Investors must be cautious about the fees of RIAs, as it is possible that an adviser charges a low fee in the first year, but from the second, raises it much higher as …

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