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First tenet of responsible advising is to never forget that you are dealing with someone else's moneyNimish Unadkat, Ghanshyam Wealth, Mumbai

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Key Take-Aways
  • For HNI investors, wealth preservation should be paramount and income and enhancement goal secondary. With that focus, advisors can make course correction when required.

  • Many get swayed by noise during bullish markets to invest more in equities as they don't want to feel left out. Often, investors fail to understand that those returns may not keep at that same pace.

  • Advisors need to differentiate between what needs to be reviewed and what needs to be communicated.

  • Investors may have more risk appetite with equities but are not willing to tolerate much volatility in debt funds

  • Advisors need to regularly track on daily/weekly basis the downgrades, news and schemes to keep abreast but communicate to investors if one feels a change is needed.

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Comments Posted
Ajai Kumar Purwar ARN NO :28446 FARRUKHABAD, 03 Apr 2019

Very good presentation, full of behavioral aspects of clients management

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