Only with a 360 view of an investor's wealth, the advisor can make buckets and form different strategies and deliver alpha. Be willing to share 360 info.
PE (price to earnings ratio) cannot be seen in isolation and has to be seen in combination with factors like interest rate and where it is in the growth cycle.
Remember that risk is not there just in equity but also in debt. Tactical asset allocation can help in derisking and protecting the downside.
Take a call on products just as you would do with investing in other businesses. The call should be based on facts and rational analysis.
Understand the risk and risk return tradeoff and consider whether the product is going to add to the portfolio on a net basis before investing.
How should you decide whether to opt for a mutual fund or a PMS or an AIF? Here are 6 parameters that can help you decide.
When faced with a choice between active and passive funds, how should affluent investors choose what product works for them?
What are the investment options that affluent investors have within the AIF basket?
What expectations can affluent investors set for their portfolios? How should their portfolios be managed?
There is a lot of traction for absolute returns strategy in India. What is driving this trend?
For retail investors, suggest only funds with wide mandates like hybrids and multicap equity funds
As a young earner, you aspire for your car - it's no longer a luxury, it is a necessity. See this video before deciding whether it should be a new one or pre-owned
How is attending school and investing in mutual funds similar? Why do investors need financial advisors?
How should affluent investors choose between mutual funds, PMS and AIFs for investments?
Gifting property to your children as your legacy is not a great way to ensure they always remember you. There is a smarter solution
How can advisors nudge investors towards responsible investing when they are consumed by emotions of either greed or fear? There is an intelligent way....
You choose different modes of transport depending on the distance you wish to cover. Selecting mutual funds is very similar
How can investors take data rational decisions that leads to better performance of their investment assets?
Fund managers need to be appreciated as wealth creators
A successful management consultant and angel investor, Rajesh recounts how an introduction to financial planning blew his mind
Why should young investors start thinking about retirement? How does starting early help investors meet their retirement needs with greater ease?
Women often overlook protecting their financial interests when raising their families as they don't believe things will go wrong in their marriage
Why should investors consider what legacy to leave for their children?
Hear this story of an ancient kingdom and its quaint customs to understand why the next 5 years are going to be the most important phase in your life
All investors want to climb to heights in their investments. What can investors learn from the story of the mountaineering club?
There is a very simple and easy to understand roadmap for you to become a crorepati. Here's how
A merchant navy professional want a shore job to spend more time with his family. Can he afford to do so?
If you do a comprehensive retirement plan, chances are it looks so daunting that you decide to drop the idea completely. There is however another way
What investment strategy should retired investors follow to build their wealth?
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