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Advisors can lead the investors on to the right reading material and websites. Investors need to know that not all information widely available is accurate or correct.
During extreme market valuations, advisors can steer investors to hybrids so that they can still get equity exposure.
When the portfolio is small, it may not require much maintenance. However, as the portfolio grows, investors need the advisor to review whether the goals are being met.
with HNIs, a investment policy statement outlining goals and the approach can give a reference point for decision making during changes in markets.
