Behavioural biases typically influence the decision-making process. Investors should evaluate if there are any underlying biases in their decisions making process.
To make your client aware of behavioural biases, the upcoming episode of ‘Smart Investing’ will host Prasad Ramani, Founder, Syntoniq and Shailendra Dixit, Zonal Manager Investor Education and Distributor Development, Aditya Birla Sunlife MF will help your clients to be mindful of such biases while taking financial calls.
A CFA (Chartered Financial Analyst) and FRM (Financial Risk Manager) by qualification, Prasad is armed with more than two decades of experience in quantitative & behavioural finance.
Meanwhile, Shailendra has over 15 years of experience in sales. He has done MBA from Symbiosis University Pune.
Your clients will surely gain from the upcoming episode as it has some interesting topics lined up:
- Common money mistakes that smart people make
- Understanding own biases
- Practical tips to overcome common behavioural biases
- Corrective measures for people if they have made such a mistake
- Advice to lead a more financially secure life
Additionally, the webinar will also have a ‘QnA’ session at the end.
The episode will go live on Thursday, November 25, 2021 at 6:00 pm. Click here to register and save a seat.
‘Smart investing’ is an IAP webinar series jointly launched by Aditya Birla Sun Life Mutual Fund and Cafemutual. It strives to help your clients to be aware of behavioural biases and make informed choices, through more meaningful discussions with you.
