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The wisest advisor in India is....
Presenting a photo feature capturing the highlights of the Wise Advice Case Competition 2017 awards event
12-Jul-2017

5 great examples of wise advice
Last week, we announced the advisors whose responses to the Wise Advice Case Competition were rated as the best by our eminent, independent jury. While the pecking order among these 5 will be announced on 7th July at the 8th annual Wealth Forum Platinum Circle Advisors Conference, here are their 5 winning responses to the case competition.
05-Jul-2017

India's 5 wisest advisors
Announcing the winners of the Wise Advice Case Competition 2017!
29-Jun-2017

India’s 10 wisest advisors
The jury has completed its evaluation of entires for the Wise Advice Case Competition 2017 - here are the top 10 - the 10 wisest advisors in India
21-Jun-2017

India's most challenging competition for financial adivors is back!
HDFC MF and Wealth Forum announce the Wise Advice Case Competition, 2017. Here is your chance to showcase and firmly establish your advisory credentials. Be adjudged as India's wisest advisor, by the advisory fraternity, and add a huge feather in your cap when presenting your credentials to clients and prospects!
20-May-2017

Were you part of the herd or the wise few?
A year ago, accrual funds came under tremendous pressure due to credit downgrades in a couple of high profile names. Mister Bond counselled equanimity and patience even as media was busy writing an epitaph for accrual funds, prompting widespread advisor concern. A year down the road, Mister Bond presents hard data that showcases clearly the wisdom of taking a calm, objective and rational view rather than getting carried away by media hype.
03-May-2017

My 8 failures
At the recently concluded FIFA annual conference, one of the most interesting and riveting success stories shared was not of successes – but failures. 8 failures to be precise. Shrikant Bhagavat took participants through his 8 big failures, what each failure taught him and how he has built today a strong, process driven and highly respected financial advisory practice, by learning from these failures.
26-Apr-2017

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.
05-Apr-2017

This email helped my client and me immensely
Ashish Modani shares a recent email exchange with a client - an exchange which gives us rich perspectives on how to deal with client worries as markets scale new highs - not just in terms of what to say, but also how to put your point across
22-Mar-2017

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.
08-Mar-2017

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