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Many investors think that diversification can be achieved through multiple advisors. However, it can lead to additional risk due to overlaps, conflicting views, lack of proper asset allocation.
With multiple advisors, investors are busy deciding on which product to invest and duplicating paperwork. Instead of managing money, it becomes product shopping.
Investors run the risk of losing their personal privacy with multiple advisors. Financial matters should remain confidential and private and that is easier to maintain with one advisor.
Diversification across asset classes and geographies are useful for HNIs. Determining product depends on portfolio size, liquidity requirement and risk taking ability.
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Simply awesome. Succinctly put in the thoughts and drove the message home. Great Deepak!!
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