Samant Sikka, Head of Business Development, Axis MF
Axis MF has created a series of short videos that you can use in conversations with clients and prospects, to help them begin their journey of investing in equity funds. We will be sharing one video every week on Wealth Forum, for the next few weeks.
Here's what you can do with this video:
Do a quick exercise with your clients and ask them their expectations in terms of returns.
Help them understand the concept of Inflation and how it impacts savings. Therefore it is very important to have the return on investments more than the inflation rate.
Help them appreciate that when it comes to long-term requirements, investing in equity mutual funds is an ideal solution.
Make them aware that equity as an asset class not just has the potential to beat inflation, but also create wealth over a long period of time.
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