imageSunil JhaveriMSJ CapitalGurgaon
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  Best way to generate advisor alpha
In the 4th and concluding part of his series on equity advice, Sunil showcases how advisors can add that critical element of advisor alpha above the manager alpha that fund managers generate. A recurring theme across his equity series is the need for advisors to proactively track macros and valuations and take proactive rebalancing action in times of market extremes.

Mr. Bond’s data suggests likely equity returns over next 3 years
Continuing his new series of articles on equity investing, Mr. Bond draws an interesting observation from patters in 10 yr Sensex rolling returns and equity performance thereafter.

  Don’t fall for the “long term” argument
Don’t get swayed by “long term outlook” statements, equally don’t get swayed by just one valuation metric. Sunil suggests considering and regularly tracking three popularly available valuation metrics and how you can deliver much better investor performance for your clients by using them judiciously.

Mr. Bond’s 3 wise suggestions on equity fund selection
In this new series on equity investing, Sunil starts with the idea that knowing what not to do will help you win half the battle in selecting the right equity funds for your clients.

  An investment strategy to make money in 2017
Mr. Bond believes 2017, with all the domestic and global headwinds we are seeing now, could be another roller coaster year – which means being nimble with algo based asset allocation strategies can help you buy low and sell high and make money even if the market behaves like it did in 2016.

SIP Karo, Mast Raho is poor advice
Getting clients to commit to long term SIPs is only the first part of an advisor’s job says Mr. Bond. As the SIP corpus grows, proactively protecting the accumulated wealth is equally if not more important. Your client may “Fill It – Shut It – Forget It”, but you cannot afford to forget your role of wealth protection, especially during times of extreme market valuations

  Let’s stop selling schemes & start selling solutions
Mr. Bond has been a vocal supporter of a valuation sensitive approach towards equity investing, and the use of products that embed such strategies. He takes this thought forward in this piece, with a strong focus on how to use such products as need based solutions for a variety of needs from wealth creation to preservation to income generation.

A whole new way of looking at debt funds
The recent JSPL episode was seen as an avoidable credit accident by most, but Mr. Bond argues that for new investors, there is perhaps a good buying opportunity in funds that are exposed to JSPL’s debt, at its current beaten down valuation

  Bounceback champion’s message to IFAs
Sunil Jhaveri takes us through our journey – the journey that all IFAs have traversed since 2009 (since regulatory focus sharpened on MF distribution). His message is simple: through all the regulatory change, markets have grown, the industry has grown and investor inflows have kept increasing. Those who focused on business, grew with their clients and with markets. Those who got distracted by worries over regulatory change, lost market share.

From hero to zero and back to hero
Sunil Jhaveri shares his inspirational journey from hero to zero and back to hero. His corporate advisory business ground to a sudden halt in 2013, with the advent of direct plans. From hero to zero overnight. To his immense credit, he reinvented himself, channelized his advisory competencies into newer market niches, and has today built up a revenue stream and industry credibility that far exceeds his earlier avatar.

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