Focus on Asset Allocation

Many IFAs go extra bullish on equity funds because they think equity as an asset class outperforms other investments over long periods. They talk about asset allocation but go overboard on equity. They try to convince the client to invest all their money in equity which is for the long term, say 10-20 years. However, during market downturns, it becomes difficult to make clients hold on. IFAs need to understand; it is easy to convince and sell. It is difficult to make them hold. Focus on proper asset allocation.

Anirudh Kashyap
Ac euismod ipsum lorem enim aenean iaculis nisl vulputate. Eget volutpat venenatis etiam ullamcorper est gravida tortor justo. Posuere ut volutpat dui diam, purus. Massa pellentesque quam nunc, accumsan, amet tellus.

Leave a Reply