Wealth Forum Tv

Tamil proverb shows the way for fund managers and advisorsMukund Seshadri, MS Ventures Financial Planners, Mumbai

Share this Video :
More From :saat phere
Key Take-Aways
  • Rational behaviour with a goal approach can be challenging for investors as the goals keep changing or getting upgraded.

  • Investors need to understand that every scheme has a tenure and requires time to appreciate. Advisors need to regularly remind investors why they bought a certain scheme.

  • Humility is challenge for fund managers. Success in past does not equate sucess in future. Tamil proverb says that a tree full of fruits bends down. In contrast, a tree without leaves stands up.

  • The fund manager must be open to markets and feedback. Fund managers need to be in touch with distributors and investors to get the ground view perspective.

Share your comments
(Type INV if you are an investor)
prPd6f
Comments Posted
Rajesh Chheda ARN NO :Finance factory PANJIM, 14 Jun 2019

Well put pointers.

Copyright 2017   All Rights Reserved.Wealth Forum Ezine