Picture a client who walks into your office in Pune, holding a fund statement that shows a positive return of 8 percent over the last year. They are visibly upset because a neighbor claimed their portfolio grew by 15...
Consider a situation where a client approaches you with a printed factsheet of a thematic mid-cap fund and questions why it is measured against a broad market index rather than a more specialized sector gauge. As a...
Consider a situation where your client, a long-term HNI investor, notices a sharp deviation in the performance reporting of their mid-cap fund. Upon reviewing the latest Scheme Information Document, you realize the AMC...
Picture a client who walks into your office clutching a fact sheet, pointing at a Large-Cap fund that delivered 14% returns while its benchmark index returned 13%. The client assumes the fund manager is a genius, but as...
Consider a client who discovers that their long-held equity fund has suddenly changed its benchmark index, and they immediately suspect the fund manager is trying to hide underperformance. As an MFD, your first reaction...