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Asset rich, cash poor, lifestyle poor
Mohsin Bijepuri, Chennai, shares a case of an asset rich but cash poor family whom he guided towards a more sensible asset allocation and importantly, a better lifestyle 
07-Mar-2018

Clients interest vs their heirs' interests
A K Narayan, Chennai, takes us through a challenging client situation he had to handle, where he needed to prioritize between his client’s interests and her heirs’ interests. Stepping in to do what is right for your client when she herself is caught in two minds is where wise advisors like A K Narayan add immense value to their clients.
28-Feb-2018

Unfortunate outcome of greed
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.
21-Feb-2018

Killol's low risk strategy to beat market returns
Killol Ringwala of Safe Assets, Ahmedabad takes us through how he created a low risk strategy for a conservative HNI investor that gave him peace of mind, delivered market beating returns over the long term, and at the same time meaningfully altered the asset allocation which was skewed heavily towards real estate.
14-Feb-2018

Special care for a special child
Hemant Beniwal of Ark Primary Advisors, Jaipur takes us through 3 real life examples that bring out the true value of good advice. In the 1st of this 3 part series, Hemant walks us through the situation of a family that had to deal with retirement planning for the parents while simultaneously providing special care for a special child – and how Hemant and his team went about helping this family navigate through this challenging situation and attain peace of mind.
07-Feb-2018

Advising clients who have made mistakes
The final part of this 3 part series from Ramesh Bhat on the Value of Good Advice sees him take us through unfortunate mistakes that investors sometimes make when they invest with insufficient information, and how experienced advisors like him then help these investors navigate out of the troubled waters they find themselves in.
31-Jan-2018

Ramesh Bhat's star rating challenge
Part II of this 3 part series sees Ramesh Bhat explaining how he helps clients navigate out of the pitfalls of depending solely on star ratings for fund selection: another example of the true value of good advice.
24-Jan-2018

Ramesh Bhat's 50:50 challenge
In the inaugural episode of our new "Value of Good Advice" series, Ramesh Bhat discusses his 50:50 challenge to engage clients who are considering direct plans
17-Jan-2018

Download your FREE copies of 2 priceless e-books
Download your FREE copies of 2 priceless e-books
10-Jan-2018

Do aur do paanch
We have earlier spoken about first moulding our own mindsets (Stop making excuses, Mr. IFA) and then about team selection (To build a team, you need a big heart). Once the foundation is laid, the important thing is how to run the show and how to make the team a cohesive unit that pulls together in one direction rather than a collection of individuals, each doing his or her own thing. From my experience, it comes down to three Cs: Clarity, Consistency and Culture. Get these right and you can actually achieve “do aur do paanch” instead of “chaar”.
13-Sep-2017

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