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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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mrppla

"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "

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

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

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