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These 7 promises are very relevant, yet often violatedRakshit Goyal, Midas Investment Advisors, Bangalore

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Key Take-Aways
  • Advisors need to educate the clients so that their approach changes from emotional to rational.

  • Advisors need to define the investment policy statement so that it is easier for clients to remember.

  • Advisors need to not only have a process orientation but also document the process as people tend to forget what was orally discussed.

  • Investors should look at qualitative parameters and take a more well-balanced decision rather than basing a decision on just league tables.

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Comments Posted
K K Yadav ARN NO :6049 Sonbhadra, 03 Aug 2019

Very useful discussion.

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