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.
We banned credit risk funds more than 2 yrs ago
How should I explain this loss to my clients?
Adversity is the best opportunity for responsible advisors
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 should affluent investors choose between mutual funds, PMS and AIFs for investments?
How is attending school and investing in mutual funds similar? Why do investors need financial advisors?
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 investors take data rational decisions that leads to better performance of their investment assets?
You choose different modes of transport depending on the distance you wish to cover. Selecting mutual funds is very similar
Fund managers need to be appreciated as wealth creators
What are the different types of AIFs and how are they different from equity mutual fund?
A successful management consultant and angel investor, Rajesh recounts how an introduction to financial planning blew his mind
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 young investors start thinking about retirement? How does starting early help investors meet their retirement needs with greater ease?
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?
A merchant navy professional want a shore job to spend more time with his family. Can he afford to do so?
There is a very simple and easy to understand roadmap for you to become a crorepati. Here's how
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?