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Advisors' conviction is what investors look forAnuja Agrawal, Invest Ascent Wealth Advisors, Bengaluru

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Key Take-Aways
  • The role of the wealth manager is to manage emotions and greed of clients, to bring a disciplined approach to their investments. It is not just about picking a fund to invest in.

  • Buy right and sit tight, conviction to the product are challenges for investors especially during market movements.

  • Discipline sometimes means the advisor will not change the investments especially when there is a longer time frame. Investors need to avoid getting bored and looking for excitement in investments.

  • Most investors look to advisors conviction to make decisions on changing or sticking to funds.

  • For fund managers, true to label is a challenge. Pressure to deliver regular return that beat benchmark can challenge fund managers to maintain conviction.

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