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The 50-50 ChallengeRamesh Bhat, Aniram, Chennai

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Key Take-Aways
  • If you are unsure about the advice from your advisor, try a 50-50 approach where you invest 50% based on the advice and 50% based on your own counsel. Then compare after 12-18 months to see the results.

  • Advisors work to try to get 100-200 bps (basis points) or more for each client.

  • Avoid running parallel portfolios. It is like seeking treatment from multiple doctors. Give advisors sufficient time to evaluate their service.

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Comments Posted
Anandaraman ARN NO :30155 Chennai, 17 Jan 2018

Excellent Ramesh sir. Thanks for the video 50:50 challenge. Really a new way to understand and handle investor.

Vikas Gupta ARN NO :25367 Rohtak, 17 Jan 2018

Great start in Value of Good advice by Wealth Forum. Keep it up.

Sawai Singh ARN NO :ARN-50793 ,IFA NEEM KA THANA, 17 Jan 2018

Excellent way of sharing veterans experience.

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