Guest Column

Financial advisors would have a certain level of boldness and ability to think big.

You have a concept of what it is like to work with your firm. It plays like a movie in your head. How do you make sure the actual client experience is the same as that movie?

In this part, we have covered the remaining 10 films.

In this series, we have covered 10 films.

The fundamental strength of the economy and attractive valuation levels of the market (1 year forward P/E for BSE Sensex at 14.7x, moderate levels implying low risk) present a positive outlook for equity.

Both men and women clients see women as more trusting and serious players in the business.

Advisors can now introduce sophisticated investment products to their clients that until recently were only available to institutions and the ultra-wealthy.

For financial advisers, one of the toughest moments is when markets are not doing well. People start to panic. That’s a moment when your calm, your clarity, is extremely crucial for the other person to sense that they don’t have to panic.

You need to consider the investment horizon as the starting point and align it with the average maturity of the fund to ensure that it is in line with your client’s time horizon and risk profile.