As a part of my advisory, I look at investor portfolios and discuss their investment decisions. Almost every time I am  surprised.
I recently looked at a portfolio of an HNI investor.
My learnings – 10 ways to destroy an investment portfolio. Read it carefully.
So, who should be your investment advisor? The mutual fund distributor, the insurance agent, the bank RM or your uncle? Let me try and get around this question by looking at the other side. But first, a story from my personal experience. The story of the Bank Relationship Manager A few years ago, I was … Read more