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Veterans investors in the equity market can be tempted to use the advisor only for transactions rather than advice. Chasing performance too hard sometimes can lead to poorer returns.
Patience and giving time for proof of return can lead to better investment results. Take your time to see if your expectations are aligned with the advisor
Time has come for advisors to talk about moderated return projections given the Indian Millennials participation , Global scenario and Indias status.Also Advisors should talk about the value adds that one could offer and especially on the unique processes adopted to deliver Risk adjusted returns and Diversification
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