Wise Advice

Value Of Good Advice

Ramesh Bhat’s 50:50 challenge

Wise Advice – a joint initiative between HDFC MF and Wealth Forum – is very happy to introduce a new set of engaging videos in our new “Value of Good Advice” series. Our belief is that distributors and advisors add significant value in the financial lives of their clients in different ways, in diverse circumstances, and often, by going that extra mile to help their clients in times of need. The Value Of Good Advice series is dedicated to bringing to investors and intermediaries real life case studies where experienced advisors have demonstrated what really is the value of good advice.

We inaugurate the Value of Good Advice series with a 3 part series from one of India’s most popular distributors – Ramesh Bhat of Aniram, Chennai. In Part I, Ramesh Bhat takes us through his unique 50:50 challenge through which he helps clients understand the cost vs value equation of going direct vs through an experienced intermediary.






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