12/07/2017
Investors don’t think twice before leaving an advisor if his advice is not helping them to make more returns than their friends.
They need to understand that keeping a tab on the performance of your schemes is a good strategy but looking at returns in isolation is not a good idea.
When an advisor picks schemes for an investor, he/she keeps in mind the risk profile, investment horizons and goals.
Read more at: http://bit.ly/2tHe2MV
Is your mutual fund advisor worth the money?
These days, investors are busy comparing the returns earned by them with their friends or colleagues to make sure that their advisors are worth the fee.
05/06/2017
You need to give it a serious thought in case your advisor says any of these! http://bit.ly/2qEEtQt
Did your mutual fund advisor say these lines? Fire him. - The Economic Times
Some mutual fund advisors are busy devising theories to soothe the nerves of their clients. Here are a few lines we thought might ring a bell.
02/06/2017
Savings is passe. It is the time to !
26/04/2014
In the English dictionary the word 'Product' comes after 'Process'. Following the same order in important matters would only ensure correct decisions.
01/04/2014
Welcome new financial year that comes with an opportunity to revisit past decisions, make positive changes and de-clutter the (financial) Wardrobe.
27/03/2014
Two things define you, your patience - when you have nothing and your attitude when you have everything.
22/02/2014
No one can win a race by chasing the crowd. To win one must take action when no one is moving.