Swarup Mohanty, Mirae Asset Global Investments India With Rakesh Bhandari & Ritu Poddar, Nirmal Bang

Описание: Key Takeaways from the Presentation of Mr Swarup Mohanti, CEO, Mirae Asset management Company-

1. All Investments should have a purpose while investing.
2. Every market have its own nature of volatility
3. Talk about the things which we can control like Asset Allocation/Product Section
4. Let’s have a knowledge about uncontrolled things but don’t give more weightage
5. Savings + Purpose(Goal)= Investments
6. IFAs are powerful entity with decision-making ability
7. Scheme selection is the last part of financial planning
8. Portfolio review is most powerful tool to reaching the goal
9. Offered product should be fit in the customer’s Goal
10. Whatever you can do, do; whatever you can’t do, don’t attempt to do.
11. Before listing your goals, you need to priorities them so that you can plan Important goal first
12. Each goal should be Time Bound (Time bound goal approach)
13. More you get in to your clients life, better for future perspective
14. Asset Allocation is Most important attribute of portfolio performance
15. Important to be part of all asset classes as winner keeps changing.
16. As an advisors it’s important to safeguard our investors from any uncertain risk
17. Start shifting assets to safer assets while approaching a goal
18. Every crisis is different and the world upgrades quickly
19. Indian investors has missed a low in this crisis from MF flows perspective
20. Right Asset Allocation with optimal amount of risk help to meet goals
21. Best way to Know Your Client is to know the risk appetite of the client
22. Spot opportunity in sectors like Pharma, FMCG, Power and Financials
23. India continues to be a huge growth opportunity due to structural factors
24. Favorable demographic to support the long term growth
25. High Margin of safely is available in large companies
26. Good time for the lump sum investments
27. Crisis Alpha is available in the market to generate extra return
28. The Crisis Alpha works well on SIP as well
29. Investors need to increase risk appetite to meet current expected return projection

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