Philip Cherian, Smartsave Finserv LLP and President of the Association of Independent Financial Advisors (AIFA), Kerala
After a successful SIP drive in April, Philip decided to continue his SIP drive by reaching out to more clients in May. Here are the key highlights of how he executed the drive:
Overall, 23 clients participated including 5 new NRI clients in the drive. Successfully conducted 101 SIPs amounting to Rs.2.8 lakh