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Tackling my client's and my own biasRanjit Dani, Think Consultants, Nagpur

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Key Take-Aways
  • Many investors want the upside of equity but don't want even the smallest volatility of equity.

  • Based on affordability and stated need, an investor can come across as aggressive but they may not be suited for equity.

  • There are other asset classes like debt which are best suited for investors who are not comfortable with volatility.

  • If you are not comfortable with volatility, talk to an advisor about investing in a product that is better suited for your emotional peace of mind.

  • Remember that peace of mind and comfort is just as important as the rate of the return.

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Comments Posted
Ash ARN NO :81 New Delhi , 26 Jun 2019

Nice to go to church every Sunday . Know yourself first - ranjit bhai 👏

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