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3 qualities of an ideal wealth managerAkshay Yelburgi, Credence Family Office, Bangalore

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Key Take-Aways
  • HNIs need wealth managers they can trust.

  • Clients need to understand the business model of the industry puts revenue at the centre. So find a wealth manager who gives you good service by being client-centric as possible.

  • The wealth manager should balance out the customer. If customer is aggressive, then manager should balance by being conservative. Understand the role of the wealth manager is to guard your wealth.

  • What books does the wealth manager read? Understanding the wealth manager's interests and hobbies will help you understand their personality better and judge if they are a good fit for you.

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Comments Posted
Dilip Prabhakar Joshi ARN NO :134790 Mumbai, 27 Sep 2018

Excellent takeaways from Shri Akshay Yelburgi Wealth Manager - 3 qualities of a wealth manager 1) Golden means between self serving and selflessness 2) Psychological arbitrage-understand clients orientation 3) Understanding Interests of the investor . Thanks !

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