The current market run has caused a dilemma for equity investors and MFDs/RIAs are flooded with queries from concerned investors.
Keeping this in mind, the upcoming episode of ‘Quantum & MFD: Ek Nayi Sajhedaari’ will host Nilesh Shetty - Co Fund Manager - Equity, Quantum MF who will decode the equity market while addressing some of the most common investor concerns.
Nilesh has over 17 years of experience and holds multiple degrees - CFA (Chartered Financial Analyst), ACMA (CIMA, UK) and Masters in Management Studies (Finance) from Mumbai University. In conversation with Nishant Patnaik, Associate Editor, Cafemutual, Nilesh will guide MFDs/RIAs on how they can help their clients by filtering the current market noise.
In addition to the market outlook and other common concerns, the upcoming episode will also cover:
- Factors to keep in mind for analysing equity market independently
- Tips for making lump sum investments in the current market
- Recommended fund categories
- How long is ‘long term’
- Choosing between staying invested and booking profits
Additionally, MFDs/RIAs will also have the opportunity to ask their queries through the ‘QnA’ segment.
The forthcoming episode will go live on Tuesday, November 16, 2021 at 4:30 pm.
Click here to register and know how to simplify equity investing for your clients.
