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Advise for investment advisers..........

+5
Redbulls
traderathome
SL.Market
smallville
speculater
9 posters

Go down  Message [Page 1 of 1]

1Advise for investment advisers.......... Empty Advise for investment advisers.......... Mon Mar 12, 2012 1:56 pm

speculater

speculater
Senior Equity Analytic
Senior Equity Analytic

I am recently joined as a investment adviser. any advise that I can get from this forum.........

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics

speculater wrote:I am recently joined as a investment adviser. any advise that I can get from this forum.........

The Most important points;

1.) DO NOT fool your clients, do not mis-guide them with false information.
2.) Always remember the rule no. 1

If your an investment adviser, u should need to keep a record of at least 80% being successful in your decisions. This will bring you more client and automatically u build up wealth.. Direct your client towards success, u'll be blessed immensely..

If you dont know something and if a client wants to go after a speculative, warn him of the possible aftermath and if he insists buying, its your call but if he makes losses, its not your fault.

SL.Market

SL.Market
Vice President - Equity Analytics
Vice President - Equity Analytics

speculater wrote:I am recently joined as a investment adviser. any advise that I can get from this forum.........

Did you do trading at least 2,3 years before advise to others? if not plz do investment ur self and win bofore do it for others. Plz dont use others money for the test run.

traderathome

traderathome
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

SL.Market wrote:
speculater wrote:I am recently joined as a investment adviser. any advise that I can get from this forum.........

Did you do trading at least 2,3 years before advise to others? if not plz do investment ur self and win bofore do it for others. Plz dont use others money for the test run.
be sincere to your customers or clients. they allow you to manage their hard earned money in return for a profit.think as if you are investing your own money. Very Happy good luck

Redbulls

Redbulls
Director - Equity Analytics
Director - Equity Analytics

smallville wrote:
speculater wrote:I am recently joined as a investment adviser. any advise that I can get from this forum.........

The Most important points;

1.) DO NOT fool your clients, do not mis-guide them with false information.
2.) Always remember the rule no. 1

If your an investment adviser, u should need to keep a record of at least 80% being successful in your decisions. This will bring you more client and automatically u build up wealth.. Direct your client towards success, u'll be blessed immensely..

If you dont know something and if a client wants to go after a speculative, warn him of the possible aftermath and if he insists buying, its your call but if he makes losses, its not your fault.

Good one.

mark

mark
Expert
Expert

speculater wrote:I am recently joined as a investment adviser. any advise that I can get from this forum.........

coool,are you in the internship? complete the course? is it easy?
Smile

Kumar

Kumar
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

Further to above, you can find more infos in this forum shared by arious members time to time.
Good luck.

illuminati


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Learn the trick of showing Green when it is deep Red ! Your promotions will be faster.

swan03


Vice President - Equity Analytics
Vice President - Equity Analytics

Dont be rude to your clients when you are busy Smile. When the market is down you would get 100 of calls. At least try to answer 80 out of them. Treat all equally. Think all the people spend their hard earned money. And Be honest with your clients. Just think that "Client" is the king. Wish you good luck!!

speculater

speculater
Senior Equity Analytic
Senior Equity Analytic

No worries......I ll follow almost all your advises.......those are really helpful.......thanks..........

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