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Polls
How do you educate your clients when introducing a new investment category like Alternative Debt Funds?
Conduct in-depth discussions about the benefits and risks
Share curated materials and case studies for better understanding
Wait for clients to inquire before discussing such options
I prefer sticking to familiar products unless clients ask
What is the primary reason you’d suggest Fixed Income AIFs over Mutual funds?
Diversification
26%
Interest rate volatility
11%
To beat Inflation
26%
Stable Returns
37%
POLL
MORE POLLS
How do you educate your clients when introducing a new investment category like Alternative Debt Funds?
Conduct in-depth discussions about the benefits and risks
Share curated materials and case studies for better understanding
Wait for clients to inquire before discussing such options
I prefer sticking to familiar products unless clients ask
EVENTS
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