To subscribe to our emailers, all you have to do is fill in these basic details
and click the Submit button. You will start receiving regular mails from Wealth
Forum updating you on fresh content on our site.
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.
"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. "
Very good presentation, full of behavioral aspects of clients management
Copyright 2017 All Rights Reserved.Wealth Forum Ezine