Wealth Forum Distributors & Advisors Round Tables

Ahmedabad Advisors – Part I

Managing client expectations in a bull market

Do you really need that monthly dividend, Mr. Investor?

Continuing our series of Distributor & Advisor Round Tables (DART), our Ahmedabad DART suggests practical ways in which we can help investors avoid irrational exuberance of rushing to convert bank FDs into balanced funds with monthly dividend payout plans.

Related video:
Chennai DART: What should we do when clients ask for balanced funds?
Jaipur DART: Who set these unrealistic investor expectations?

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