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In this saat phere, distributor is the purohitL Sridharan, Ultimate Wealth Managers, Banglore

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Key Take-Aways
  • For fund managers, humility is a challenge. Humility helps them to make conviction based calls rather than from ego, and helps them to change calls based on markets.

  • During launch, fund managers actively engage with advisors. During underperformance where investors ask questions, fund managers can touch base with advisors to better explain their convictions or changes.

  • Advisors need to continoulsy reinforce investors the conviction in the equity markets and to not get caught in short term noise.

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