Aashish P Sommaiyaa Sir, CEO & MD, Motial Oswal AMC, #India's #Best #Equity #Expert delivered an excellent presentation in our 6th CFP (CERTIFIED FINANCIAL PLANNER) Learning Conference " A Journey from a #Financial #Planner to #Portfolio #Manager to achieve Rs. 100+ Crore MF AUM on 17th June 2018 Sunday 9am to 7pm at Motilal Oswal Tower, Mumbai.
120+ Participants have listened & learn from his Out of Box & an Innovative Practical discussion followed by Q&A.
We thank Aashish Sir, Akhil ji & entire Motilal Oswal AMC Team for supporting & promoting "Goal based Financial Planning & Asset Allocation - Portfolio Mgmt" Concepts among IFAs, RM / WMs, CFP & Aspiring IFA / RM / WM / CFP.
Key #Learning from his #Presentation are as below
- Nature of Equity Market is to #SURPRISE every one.
- Educate your clients about SIP benefit of #DOWNSIDE Averaging in the long term.
Global Investors want to invest in India.
- Educate clients to start SIPs as per #Goals...Today, 50%+ clients have average ticket size per sip Rs. 2,000...It's shows that they are #TRYING not investing as per Goals.
Expected Future Nominal Return in Equity is expected to be around 12% in the long term.
Misleading Representation of Under performing funds in short term by Media.
Avoid watching Market Every day.
Asset Allocation must be as per client's Goals not based on AMCs advice / feedback. (#Never #Listen AMCs about Asset Allocation)
Fund Categorization is Right Decision in the long term.
- Your Client is #Important not a Fund.
- Your Investor must allocate in #International Equity as part of Diversification.
We will upload his Video soon.
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