Question:

How to Start with Personal Investment Consultancy?

by  |  earlier

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I am comfortable with known people, but how to approach unknown people, how to open an investment topic to them.

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  1. While you are at Investment Consultancy, I hope that you comply with the requirements of the regulator.

    With unknown people, you can start with discussions on general topic and gradually turn towards their savings habits and deployment of funds. There is no set formula or lines of discussions with anyone, but as the conversation go on one can pick-up the threads suitably and lead to whatever topic one feel like moving. But it is not always possible to have the discussions on one's savings/investment matters and it takes more than one meeting to get to the point.

    Again, it is more an art than science!


  2. there r many ways......u have to show that your present business is genuine and making profit

    you have to convince them

    plse dont try any magic formula...

    b sure ur plans r genuine...

    mail me but plse accept my invitation

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