Unfortunate outcome of greed

Wise Advice: Value of Good Advice series

Janak Shah of Sapient Wealth, Pune, takes us through an unfortunate outcome for a client who was motivated by greed and spurned prudent advice, and how the next generation in the same family is benefiting by adopting the same prudence that their father did not.

Wise Advice – a joint initiative between HDFC MF and Wealth Forum – brings you this new set of engaging videos in our new “Value of Good Advice” series. Our belief is that distributors and advisors add significant value in the financial lives of their clients in different ways, in diverse circumstances, and often, by going that extra mile to help their clients in times of need. The Value Of Good Advice series is dedicated to bringing to investors and intermediaries real life case studies where experienced advisors have demonstrated what really is the value of good advice.

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