Wealth Forum

Sunil JhaveriMSJ CapitalGurgaon

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		Mister Bond’s 10 mantras for successful advisory practice You can't be with the herd and still hope to outperform; you need to think and act differently. Check out Mister Bond's 10 mantras on how you can develop that Hatke thinking that can be the cornerstone of your success as an advisor 09-Jan-2018

Fitting reply to media misrepresentation of MF distributors Mister Bond has come out all guns blazing, countering media misrepresentation of MF distributors with hard facts and figures that expose the hollowness of their “research based” findings. 01-Dec-2017

		Please stop this mis-selling – NOW! Mr. Bond takes up the dividend selling issue in equity oriented funds from where we left it at the recent WF conference. He lists 10 points that investors are most likely not aware of when they agree to invest in the dividend option of equity oriented funds instead of choosing SWPs for cash flow requirements. With hard data, he showcases how investors can earn more than 3X by simply opting for SWPs rather than dividend payouts. 29-Aug-2017

Say “NO” to buy-and-hold Mister Bond shares an unequivocal message: say “no” to buy-and-hold, and say yes to discipline based rebalancing. As usual, he showcases hard data to support his claim that asset reallocation adds demonstrably more alpha into client portfolios than long term buy-and-hold strategies, and more interestingly, the gap in outperformance is only increasing over time. 30-May-2017

		Were you part of the herd or the wise few? A year ago, accrual funds came under tremendous pressure due to credit downgrades in a couple of high profile names. Mister Bond counselled equanimity and patience even as media was busy writing an epitaph for accrual funds, prompting widespread advisor concern. A year down the road, Mister Bond presents hard data that showcases clearly the wisdom of taking a calm, objective and rational view rather than getting carried away by media hype. 03-May-2017

Best way to generate advisor alpha In the 4th and concluding part of his series on equity advice, Sunil showcases how advisors can add that critical element of advisor alpha above the manager alpha that fund managers generate. A recurring theme across his equity series is the need for advisors to proactively track macros and valuations and take proactive rebalancing action in times of market extremes. 05-Apr-2017

		Mr. Bond’s data suggests likely equity returns over next 3 years Continuing his new series of articles on equity investing, Mr. Bond draws an interesting observation from patters in 10 yr Sensex rolling returns and equity performance thereafter. 15-Mar-2017

Don’t fall for the “long term” argument Don’t get swayed by “long term outlook” statements, equally don’t get swayed by just one valuation metric. Sunil suggests considering and regularly tracking three popularly available valuation metrics and how you can deliver much better investor performance for your clients by using them judiciously. 08-Mar-2017

		Mr. Bond’s 3 wise suggestions on equity fund selection In this new series on equity investing, Sunil starts with the idea that knowing what not to do will help you win half the battle in selecting the right equity funds for your clients. 01-Mar-2017

An investment strategy to make money in 2017 Mr. Bond believes 2017, with all the domestic and global headwinds we are seeing now, could be another roller coaster year – which means being nimble with algo based asset allocation strategies can help you buy low and sell high and make money even if the market behaves like it did in 2016. 29-Dec-2016

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