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Articulating a "code of conduct" upfront is criticalDilshad Billimoria, Dilzer Consultants, Bangalore

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Key Take-Aways
  • Articulating a code of conduct on start of engagement can be beneficial for both investors and advisors as both know what to expect and there is less room for nasty surprises.

  • The challenge is investors think long term but act short term especially during market volatility.

  • If investors could buy, hold and sit tight without getting distracted by the short term noise, they will be able to reap the benefits in the long term.

  • SEBI rules for product categorization removes the confusion for investors as well as advisors and reduces duplication within the same fund house.

  • Fund managers could also do with less churning of the portfolios based on market event as it increases the cost. Fund managers could follow the same tenant as investors to make changes only when necessary.

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