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Comments Posted
Name : K. KannanCity : Pondicherry
ARN NO : 23661Date : 28 Aug 2014
Comments :
I am FAN of Mr. Aashish Somaiyaa! wonderful article.
Name : Krunal MehtaCity : Surat
ARN NO : Mehta FinconDate : 06 Nov 2013
Comments :
Superb Article Aashishbhai
Name : Aashish P SomaiyaaCity : Mumbai
ARN NO : Motilal Oswal AMCDate : 20 Oct 2013
Comments :
Dear Partners, thank you very very much for the kind and encouraging words. I have noted some specific queries and further information needed. I will ensure we are in touch to provide details on the same.
Name : DB DESAICity : KUDAL
ARN NO : 0234Date : 18 Oct 2013
Comments :
The views expressed are candid, thought provoking and suggesting paradigm shift in the business perspective. How far these can be practiced by distributors will have to be seen. I think AMCs should give calls for entry and exit and switch also. Investor pull comes after a time lag because investors do not believe in the product as they believe in some other products where they have experience of generations together or have sovereign guarantee. The scaring statutory warnings and flawed mechanism of investor education is further creating confusion. Segmentation and model portfolios is a good concept but there also must be flexibility to remodel as within the segment one can find need to have different things at different times. Though people like Mr. Somaiyaa are individually raising their voice in favour of such concepts but as an industry there is still a chase towards numbers. Tremendous amount of brainstorming is required for a continuous long ter
Name : Harish NagpalCity : Ludhiana
ARN NO : 1385Date : 17 Oct 2013
Comments :
I regard Aashish Somaiyaa as one of the best guys in AMC circles.My only request become Vanguard before Vanguard itself enters .
Name : Prabir SharmaCity : Sambalpur
ARN NO : ARN-43424Date : 17 Oct 2013
Comments :
Simply One Word "Superb"
Name : DAVESH BANSALCity : CHANDIGARH
ARN NO : 2429Date : 17 Oct 2013
Comments :
wonderful presentation ,Mr Ashish. It is in the interest of us only if we work in the interest of our main source of livelihood ie investors. What i am saying at lot of forums that it is the time we all work in investors interest so that he later or sooner will revert to us....
Name : RaghuramamCity : Hyderabad
ARN NO : 82836Date : 15 Oct 2013
Comments :
Dear Asish , I had the opportunity to listen you personally once and cherish that. I missed a recent lecture by you at Hyderabad. I will ensure that I will not do such mistake next time. My question is , is diversification with similar balance ,without exposure to forex assets is not sufficient? I mean , currently I am doing asset allocation among Debt , Equity , Real estate and gold. Though one clear obervation is that the infaltion at US is much less than that in India.So the $ and hence gold will keep inching up at least with that differential rate. It makes sense to invest in foriegn equity. But this is a very recent learning. Please advise.
Name : Sunil Jhaveri ( Mr Bond)City : Gurgaon
ARN NO : 0176Date : 15 Oct 2013
Comments :
Aashish, absolutely bang on. I have been saying the same thing for a long time. We are becoming product peddlars & pushers & selling what is offered by AMC rather than telling AMCs what our investors want. If you wish to be good adviosr, you need to understand the concepts & strategies behind the schemes which AMCs are trying to sell. Fit the same by analysing domestic & international investment climate & then figure out whether that asset class or schemes make sense in your client portfolios. Many a times we become part of the greed of the investors who select schemes based on past performance. 90% chances are that the story is behind us
Name : Saurabh MittalCity : Mumbai
ARN NO : Circle Wealth AdvisoDate : 15 Oct 2013
Comments :
Hi this article has reinforced our belief of creating portfolios and identifying the customer profile, to see it would match with which portfolio. I would further want to go in depth of this situation and seek guidance on the hurdle I am facing. In our agressive portfolio, we have an equity composition of 75% equity and 25% debt. Out of 75% in equity we have 25% Large Cap, 20% Diversified, 20% in Mid and Small Cap and balance 10% in thematic funds. We belive that we are more of an INVESTOR manager rather than an INVESTMENT manager, and has this diversification, taking no bet on a particular segment. The issue we are facing is that how do we select the right thematic funds. We want to select a theme which we can hold for a year or two and it creates ALPHA in the portfolio. What study or parameters should be considered before selecting a theme?
Name : VSR Investment ServicesCity : Bangalore
ARN NO : 81988Date : 15 Oct 2013
Comments :
Good One ! It is very true that Alpha Comes From Right Beta. I think this Article give us an how impotent to identify the set of Clients and advise . If we follow this kind of an idea for client acquisition, success ratio will be higher .
Submit Your Comments
Name
ARN No/Co Name
Comments
Verification Code
* Email *
* City *
*
*
H0X1hg
Type the characters in the picture.
We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry.
 
Comments Posted
Name : K. KannanCity : Pondicherry
ARN NO : 23661Date : 28 Aug 2014
Comments :
I am FAN of Mr. Aashish Somaiyaa! wonderful article.
Name : Krunal MehtaCity : Surat
ARN NO : Mehta FinconDate : 06 Nov 2013
Comments :
Superb Article Aashishbhai
Name : Aashish P SomaiyaaCity : Mumbai
ARN NO : Motilal Oswal AMCDate : 20 Oct 2013
Comments :
Dear Partners, thank you very very much for the kind and encouraging words. I have noted some specific queries and further information needed. I will ensure we are in touch to provide details on the same.
Name : DB DESAICity : KUDAL
ARN NO : 0234Date : 18 Oct 2013
Comments :
The views expressed are candid, thought provoking and suggesting paradigm shift in the business perspective. How far these can be practiced by distributors will have to be seen. I think AMCs should give calls for entry and exit and switch also. Investor pull comes after a time lag because investors do not believe in the product as they believe in some other products where they have experience of generations together or have sovereign guarantee. The scaring statutory warnings and flawed mechanism of investor education is further creating confusion. Segmentation and model portfolios is a good concept but there also must be flexibility to remodel as within the segment one can find need to have different things at different times. Though people like Mr. Somaiyaa are individually raising their voice in favour of such concepts but as an industry there is still a chase towards numbers. Tremendous amount of brainstorming is required for a continuous long ter
Name : Harish NagpalCity : Ludhiana
ARN NO : 1385Date : 17 Oct 2013
Comments :
I regard Aashish Somaiyaa as one of the best guys in AMC circles.My only request become Vanguard before Vanguard itself enters .
Name : Prabir SharmaCity : Sambalpur
ARN NO : ARN-43424Date : 17 Oct 2013
Comments :
Simply One Word "Superb"
Name : DAVESH BANSALCity : CHANDIGARH
ARN NO : 2429Date : 17 Oct 2013
Comments :
wonderful presentation ,Mr Ashish. It is in the interest of us only if we work in the interest of our main source of livelihood ie investors. What i am saying at lot of forums that it is the time we all work in investors interest so that he later or sooner will revert to us....
Name : RaghuramamCity : Hyderabad
ARN NO : 82836Date : 15 Oct 2013
Comments :
Dear Asish , I had the opportunity to listen you personally once and cherish that. I missed a recent lecture by you at Hyderabad. I will ensure that I will not do such mistake next time. My question is , is diversification with similar balance ,without exposure to forex assets is not sufficient? I mean , currently I am doing asset allocation among Debt , Equity , Real estate and gold. Though one clear obervation is that the infaltion at US is much less than that in India.So the $ and hence gold will keep inching up at least with that differential rate. It makes sense to invest in foriegn equity. But this is a very recent learning. Please advise.
Name : Sunil Jhaveri ( Mr Bond)City : Gurgaon
ARN NO : 0176Date : 15 Oct 2013
Comments :
Aashish, absolutely bang on. I have been saying the same thing for a long time. We are becoming product peddlars & pushers & selling what is offered by AMC rather than telling AMCs what our investors want. If you wish to be good adviosr, you need to understand the concepts & strategies behind the schemes which AMCs are trying to sell. Fit the same by analysing domestic & international investment climate & then figure out whether that asset class or schemes make sense in your client portfolios. Many a times we become part of the greed of the investors who select schemes based on past performance. 90% chances are that the story is behind us
Name : Saurabh MittalCity : Mumbai
ARN NO : Circle Wealth AdvisoDate : 15 Oct 2013
Comments :
Hi this article has reinforced our belief of creating portfolios and identifying the customer profile, to see it would match with which portfolio. I would further want to go in depth of this situation and seek guidance on the hurdle I am facing. In our agressive portfolio, we have an equity composition of 75% equity and 25% debt. Out of 75% in equity we have 25% Large Cap, 20% Diversified, 20% in Mid and Small Cap and balance 10% in thematic funds. We belive that we are more of an INVESTOR manager rather than an INVESTMENT manager, and has this diversification, taking no bet on a particular segment. The issue we are facing is that how do we select the right thematic funds. We want to select a theme which we can hold for a year or two and it creates ALPHA in the portfolio. What study or parameters should be considered before selecting a theme?
Name : VSR Investment ServicesCity : Bangalore
ARN NO : 81988Date : 15 Oct 2013
Comments :
Good One ! It is very true that Alpha Comes From Right Beta. I think this Article give us an how impotent to identify the set of Clients and advise . If we follow this kind of an idea for client acquisition, success ratio will be higher .