Wealth Forum Tv

7 promises is a great way to reinforce the essentialsUday Dhoot, Oye Paisa, Bangalore

Share this Video :
More From :saat phere
More From :Uday Dhoot
Key Take-Aways
  • The biggest challenge for advisors, investors as well as fund managers is the re-inforcement of the seven promises so that it becomes a habit and not easily forgotten.

  • Being rational, wavering conviction are humility are all behavioral challenges for investors. We often don't know when we are irrational.

  • Process orientation is a challenge for both investors and advisors. For investors who get bored of the process, staying engaged can be a challenge.

  • For advisors, focusing on the steps for onboarding clients, setting client expectations and managing them helps orient and maintain a process.

  • For fund managers, true to label, sticking to proccess and transparency are challenges. Tiny disclaimers act as obstacles to make quick comparisons.

Share your comments
(Type INV if you are an investor)

Copyright 2017   All Rights Reserved.Wealth Forum Ezine