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Sales heads concerned on positioning of hybridsSales Heads Round Table,

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Key Take-Aways
  • Hybrids will continue to do well. SWP and equity savings need to be pushed more

  • There is a trend to not push clients from fixed deposit background straight into balanced and instead steering them towards products like MIP, equity savings so they can get flavour and graduate upwards.

  • It may be better for conservative investor to start with equity savings, migrate to balanced, then a large cap or multi cap.

  • Investor education about SIPs may be lacking. In the growing market, SIP returns will be different compared to another cycle.

  • Within the industry framework, the equity portion is moving towards the large cap. If that remains as a trend, past returns may not follow as there was a mixed bag in its structure.

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