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What We Need Advisors To Do


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An E-Book by Swaraj Wealth on what we need advisers to do.

Published in: Economy & Finance
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What We Need Advisors To Do

  2. 2. Great Warrior needs a coach!
  3. 3. Even God of Cricket needs a coach Coach Ramakant Achrekar guiding a young Sachin Tendulkar on his grip at Shivaji Park. Pic courtesy: ‘the making of a cricketer’ by Ajit Tendulkar Do you really think Sachin Tendulkar would have been same “Sachin Tendulkar” without his Coach !!
  4. 4. Understanding Performance Rs 10 Rs 02 Rs 04 -80% +100% Rs 10 Rs 11Rs 08 -20% +10% FUND-A FUND-B Investor: Wow Fund A is great… I should invest Advisor: Fund A is highly volatile. Rather Fund-B is more recommended which is consistent & stable return Investor Advisor
  5. 5. Advisor clears the fog! 810 Open Ended MF Schemes 13 Types of Debt MF Schemes More than 300 Equity Schemes 17 Types of Equity MF Schemes How Long & How Much to Invest? ?  Investor Advisor
  6. 6. Monitoring & Evaluation Fund Performance Keeping track of fund performance Fund Attribution where is the performance coming from? Asset Allocation & Rebalancing As and when required timely action
  7. 7. Where should we focus? DoctorEngineer Lawyer Service Men Business Man House wife What is our primary role & responsibility ? And where should we focus on?  Different professions needs different know how & skills  No one other understands their roles & responsibilities better then the one who is in charge of the respective role.  We should spent more of our time in our primary roles.  Imagine exchange of roles in between and see the CHAOS & MESS
  8. 8. Let Expert takes a lead What does it make sense? Self Medication v/s Doctor’s Prescription
  9. 9. Keeping Record & Maintenance Where all have I invested ? Consolidated Statement ? Taxation & Capital Gain! What about nominations ? Other important records ? Who helps my family with critical financial information & records in case of a unexpected unfortunate event with me? Maintaining these records will be my primary responsibility
  10. 10. Expert Advise & Convenience Investor Advisor I will ensure smooth process & will take care of your formalities & financial solutions.
  11. 11. When Confuse always at your service
  12. 12. A friend in need is friend indeed A financial advisors income increases with increase in prosperity of people And hence, financial advisors always wish for the prosperity of people Advisor A Truly your Well Wisher