At times, investors make investment decision, which has a huge implication on their investment portfolio. Many of these decisions have some underlying bias that investors are usually unaware of.
To help investors break their psychological barriers, the upcoming episode of ‘Smart Investing’ powered by Aditya Birla Sun Life Mutual Fund and Cafemutual will host Prasad Ramani, Founder, Syntoniq and Shailendra Dixit, Zonal Manager Investor Education and Distributor Development, Aditya Birla Sun Life MF who will help your clients to make unbiased decisions.
Prasad, a CFA (Chartered Financial Analyst) and FRM (Financial Risk Manager), has more than two decades of experience in quantitative & behavioural finance. Meanwhile, Shailendra is an MBA from Symbiosis University Pune and has more than 15 years of experience in sales.
Your clients will learn about.
- 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, your clients can also get their queries resolved through the ‘QnA’ session.
The episode is scheduled for Thursday, November 25, 2021 at 6:00 pm.
Click here for the registration link.
‘Smart investing’ is an IAP webinar series launched by Aditya Birla Sun Life Mutual Fund in association with Cafemutual. The series strives to prepare your clients to make informed decisions and have more meaningful and confident discussions with you.
