IFAs can look at recommending a limited exposure, say 15% to 20% of the fixed income allocation of the portfolio to credit opportunity funds of well managed AMCs.
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?
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.
Your clients are surrounded by people you would like to be
introduced to all the time. Help them recognize the opportunities
to introduce you when the timing is right.
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