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Going contra on investors emotions is what makes advisors responsibleAnup Bhaiyya, Money Honey Financial Services, Mumbai

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Key Take-Aways
  • Investors tend to chase trends. However, advisors need to look at what the investor is not considering in order to get good results.

  • When investors are focused on return, advisors need to value the risk objectively and vice versa.

  • Advisors can use the month of first investment (the anniversary) as the time to review portfolio with recommendations and notes. Clients can choose to execute those recommendations or not.

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Comments Posted
Sudarshan Pawar ARN NO :88151 Pune, 09 Apr 2019

Excellent Interview.. Good Suggestions Portfolio reviews onAnniversary Of Investment.

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