A common situation for a distributor is facing a client who selects a scheme solely based on past performance tables in a morning newspaper. The client assumes that the returns are an inherent property of the fund...
Picture a client who walks into your office in Indore, frustrated that their blue-chip mutual fund did not match the stellar returns of a mid-cap stock their neighbor touted. They are convinced that finding the single...
Consider a client who looks at a high-yield corporate bond fund and assumes the extra returns are a 'bonus' for choosing a smart manager. In reality, that higher yield is primarily compensation for taking on credit risk,...
Picture this: a prospective client sits across your desk, eager to invest their retirement corpus into a mid-cap fund solely because their neighbor saw high returns last year. As an MFD, your first instinct might be to...
Consider a client who has faithfully invested in a large-cap equity mutual fund through a SIP for five years. When a sudden market correction of 10 percent occurs, they call you, convinced that the 'market is finished'...
Consider a client who walks into your office clutching a recent statement for their Mid-cap fund, visibly distressed by a 10% market correction. As an MFD, your task is to shift the conversation from raw panic to a...