"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "
I fully agree with you in respect of concept of ASSET ALLOCATION. In case of proper asset allocation , the portfolio valuations of investor will always encourage the investor to remain invested irrespective of different market valuations.
According to my perception the problem is that the value creation and returns from equity are always being compared with market movements. Where as the fact is that the value creation/returns are directly related to corporate earning growth. Market valuations only guides us in asset allocation. In a growing economy Equity is the best investment option. Our job is to convey this concept to investors and make them understand.
Respected Mr Hegde (Nitcash), thank you very much for encouraging words. I have taken liberty of emailing you the largecap and midcap pms performances. InvestIndia Strategy now follows NTDOP model which I have shared in the email. You will be happy to note the performances. Value as well as NTDOP Have witnessed dramatic alpha over last 1 and 2 year time frames. For instance Value PMS is 10 pc ahead of Nifty for last 1 year time frame as on Sep 30, 2014. Do have a look. If you havent received email do write to me on my email ID - aashishps@motilaloswal.com
I congratulate you for creating the NO Load Funds which i believe many distributors as well as investors have not made use of Besides BuY Right and SIT Tight philosophy will give consistent returns but not exciting returns which very few people understand However i am not happy with your PMS products which i have given to my investors which may be an aberration in performance..
Thank you for the encouraging words. Motilal Oswal AMC beleives in being focused on core competencies which for us is equity management through our BUY RIGHT : SIT TIGHT investment philosophy. We will avoid distracting ourselves and our distribution partners with "idea of the season" kind of thought process.
WONDERFUL SIRJI.. ITS CLEAR AND VERY RELEVANT
Super-like. Its a continue part of "Industry Missed Call" truly. Thanks for giving appreciation and motivation towards client centric model. Prabir www.feelbureau.wordpress.com
Amazing insight Aashish. Very informative and we really need to change the way we are doing business. We need to look forward now. The best part of the above article is the IDEAL Cycle from Investor to AMC via Distributors.
hi aashish, as it is always observed that your and your amcs thoughts, processes, belief ..everything is well focused..so there is no is quesion mark in my mind that , this will work and prove to be the best strategy. your study and logical analysis ..increases my confidence level further putting this article at this point of time is very relevant... great....
Short and Sweet. To the point. Excellent article . Keep writing sir.
Bang on once again. If the AMC/Advisor combine goes the ideal cycle way, the investor follows. Poor investor has no choice (or plenty of choices! read NFOs) but get confused with so called advice in the market.
good article thanks
Excellent one sir.
Good sir we all following buy right and sit tight
Your AMC is doing a very good job, congrats !!