Consider a HNI client who is invested in a long-duration debt mutual fund. When the RBI announces a surprise repo rate hike, the client calls, distressed to see their portfolio value drop despite the fund’s high credit...
Consider a scenario where your client, a high-net-worth individual, is concerned about the liquidity of the debt-oriented mutual fund schemes in their portfolio. They worry that during a market correction, exiting a...
Consider a situation where a high-net-worth client with a substantial debt portfolio in a dynamic bond fund expresses concern over a potential repo rate hike by the RBI. As a distributor, your role is to explain how fund...