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Goal based approach is in our global DNALalit Vij, Principal AMC, Mumbai

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Key Take-Aways
  • Traditionally investors preferred real assets like gold, real estate and commodities. Now the shift is towards capital based investment. Market is yet to mature as it is returns focused rather than goals.

  • Look at risk appetite and time to goal to help you determine investment strategy to achieve that goal. Few simple Qs by advisor should determine risk appetite, asset class best suited to achieving those goals.

  • Principal AMC investing heavily in its digital programme. Revamping website and launching app for clients as well as distributors.

  • Principal AMC is leveraging its global expertise and products more. Excited about its solution based products especially in retirement and looking at other new products to expand its product suite.

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O.Harindran ARN NO :26282 KANNUR, 22 May 2018

Motivating IFA

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