The Loan Your Clients Don’t Know They Need
Debjit Bairagya
Simplifying IT & Sales Workflows to Reduce Manual Effort by 30% | Empowering SMEs with Scalable Solutions
Most clients assume loans mean high interest, rigid EMIs, and long approval processes.
A financial advisor I know worked with a client who almost sold ?15 lakh worth of shares to fund their dream vacation. Instead, the advisor recommended pledging their shares. The client accessed ?10 lakh instantly, kept their portfolio intact, and paid interest only on what they used.
The result? Happy clients and a stronger advisor-client relationship.
Why aren’t more advisors using this tool to add value? Loans against securities are flexible, fast, and far cheaper than personal loans.
What’s stopping you from showing your clients smarter financing solutions?