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good article
Thank you Sir for Clear & Simple message for IFA community. I am using your book "Pearls of Financial wisdom" as a Geeta. Regards
Ashish has rightly said Multicap Fund us the best and best out of best is Motilal 35 . In leas then 3 years it has given more then 110% return. If market is having high PE then there Dynamic Fund is the best. I have AUM in 8 figures in these funds and more then happy.
Very good views. Simple to understand. Thank you Mr. Bond.
simple and sweet advice for IFA like me sir.Thanks god bless you
So simple and practical advise. Why on earth should we complicate life and our advise when experienced guys like Sunilji is there to guide us. Simple,crisp and easy to follow his advise and build AUM. Good one Sunilji
Once again, Here is Mr. Bond with an article truly helpful to IFA community. A single chart clears all misunderstanding about Right investment Call!!!
What I noticed and learnt from MisterBond and his sharing is that "Keep it simple" Wealth creation is more of a behaviour management than wealth management. Remaining invested in equities is more important than any other factor and with multicap funds the chances of going wrong is almost nil. And in our profession it is more important to learn & prepare what not to do list than what to do list. And Misterbond has been kind enough to share these through his articles & A2A platform.
Very insightful and all 3 advise can be ideal for new advisers and must start with simplicity.
Totally Agree with 2 advise of Mr.Bond. But have different view on 3rd. When we know fund managers cant time the market to give an exit call, how can we presume that there call in a multicap fund will always right. Even in the example quoted of Chinese meltdown, how many fund managers judged it timely and moved to midcap or small cap due to it. We have got lot of examples when fund managers are caught on a wrong foot. Financial advisor can never select a best fund, but can very well decide which capitalisation in how much percentage will suit investors risk profile. Selection of largecap/midcap/small should always be done by advisor depending on clients need and risk.
Very practical and very simple advice with lot of insights. Theme Funds need specific entry and exit timing which not everybodys cup of tea. And multicap funds are ideal - if you like a philosophy, process and style offered by a fund house then after having selected the same, its best if widest possible mandate is provided.