Wealth Forum Tv

New investors are disappointed, but not yet concernedHyderabad Retail Advisors Round Table, Hyderabad

Share this Video :
More From :Tumma Balraj
Key Take-Aways
  • When onboarding new clients, it is important to set realistic expectations upfront. Ask them about their return expectations and at what loss level, will they be most concerned.

  • Inform clients that markets can be volatile. If new investors have any need for that capital within 5 years, discourage them from participating in equity and instead encourage them towards debt.

  • There is some maturity in the market and they are not withdrawing during down cycles. They are more financially educated and are seeing volatility as interim.

  • More new investors are entering market based on past returns, so a steady hand of advisor is must.

  • Volatility can be reduced in the portfolio through asset allocation, diversification, rebalancing and systematic exit.

Submit Your Comments
(Type INV if you are an investor)

"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "

Comments Posted
Mitesh ARN NO :ARN-128126 Mumbai, 04 Aug 2018

Hello Everyone, Very good video. My brief introduction - I am a new IFA who is trying to set up his practice. I have my own office and I am located in Borivali Mumbai. I am a hardworking chap with strong beliefs in teamwork and doing the right thing. Currently, I am having a tough time in getting leads and customers. So I am looking for some guidance from seasoned professionals here as to how I can get leads and clients. Please call me at 9082514106 if you need any additional info from me. Thanks

Mahendra mathur ARN NO :35472 Kota, 02 Aug 2018

No comments

Copyright 2017   All Rights Reserved.Wealth Forum Ezine