A common dilemma for a distributor arises when a conservative investor notices a corporate bond fund showing significantly higher yields than a gilt-focused scheme. The client naturally assumes the fund manager has...
Consider a situation where your client, who holds a significant allocation in a corporate bond fund, calls you in a panic after reading news about a major infrastructure company’s credit rating being downgraded from AA...
Consider a client who walks into your office in Mumbai, confused by a portfolio report showing a bond purchased at ₹850 that is currently valued at ₹920. They are surprised because they receive no periodic interest...