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Intelligent use of hybrids is what makes advisors responsibleNikhil Naik, Naik Wealth, Mumbai1

Key Take-Aways
  • Advisors can lead the investors on to the right reading material and websites. Investors need to know that not all information widely available is accurate or correct.

  • During extreme market valuations, advisors can steer investors to hybrids so that they can still get equity exposure.

  • When the portfolio is small, it may not require much maintenance. However, as the portfolio grows, investors need the advisor to review whether the goals are being met.

  • with HNIs, a investment policy statement outlining goals and the approach can give a reference point for decision making during changes in markets.

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