Be a coach to your clients

Be a coach to your clients

In an interview with MorningStar India, Partha Iyengar talks about why advisers need to be a coach to their clients, life planning, and the new digital financial wellness platform and more. Founder of Accretus Solutions India, Partha Iyengar is one of the earliest...
Featured Blog: LEGACY PARENTING AND FINANCIAL PLANNING

What do the Millennials want?

Last year I was invited as a panelist at a CFA conference at Mumbai, India. The theme of the conference was on understanding Millennials. The conference had two themes. The first focused largely on their attitudes, behavior, consumption patterns ,work culture and...