"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. "
very good realistic practically experienced details which are very helpful for new distributors to understand the industry and market and investors
nice & very informing article. keen to know what are those 90% mistake that an advisor can avoid for their investor
Ashish jee... Your thinking creats value for all of us. I have learnt a lot from you. I am requesting WF to come out with an article on the practice part of your 90% inputs to your clients. This will help us adopt it as the need may be. Hats off to Ashish jee and WF for their contributions. Regards Pradeep Jain
Ashish is on his way to be star, he is firmly on the road to greatness .
If 10% of our industry starts thinking the way Ashish is, MF industry will be the first recall of every investor. As I tell my IFA freinds, weed out strategies that have never worked for investors (90% example of Ashish) half your job as an IFA will be done. Brilliant article Ashish. Ditto my thoughts on keeping things Simple & Uncomplicetaed (which is the theme of one of my workshops for IFAs). Also, as I say HERD MENTALITY is prerogative of investors. We dont have that luxury as IFAs. Keep up the good work
Dear asish jee thanks to guide IFAs
Excellent Article Ashish. Each and every word is true and to the point. At Etica Wealth, we have been practising this only. How to keep your portfolio simple and remain disciplined.
Kudos Ashish. Indeed a very good narration.
Thanks Ashish for putting this in an effective way. I hope IFAs wake up to the idea of Selling Right and sitting Tight.
Dear Ashish, Fantastic idea shared here above. I recollect your article "The 10-10-10 Theory of Investing" which you put here at WF. It was a great idea - left standing with the investors during tough time and slowly build up the comfort for MF investing. Those who have not read it, I suggest to read it first. The above article too is a Great Job mentioned about "The 90% job of IFA" Now, IFA community will feel proud of what they are doing... . Wonderful.
role as an advisor is more like a parent who would give his kid all that he needs but not all that he wants "Sir, successful investing is 10% about selecting the right fund and 90% about avoiding all the blunders that most investors make after they have selected the fund - which prevent them from really making the money they ought to. My job is to help you not just with the 10%, but be with you for the 90% as well." BANG ON!! Such clarity in thoughts is very rare to come across in this profession. Take a bow, Sir.
THANKU U ASHISH MODANI JI FOR YOUR EDUCATIONAL TIPS FOR CREATING AWARENESS AMONG MF ADVISORS.
Many many thnx Ashish Modani for your immensely valuable tips.
This is the facts of investment.
Indeed a wonderful article which will surely add to the financial as well as life in general, of many. Thanks a lot.
Well written Champion !