Consider a client who walks into your office in Ahmedabad, proudly showing you a bank deposit offering a 7% interest rate. They are confused because your recent communication about a debt mutual fund suggested a slightly...
Consider a HNI client who recently liquidated a bank fixed deposit to invest in a debt mutual fund. When they see the portfolio disclosure, they compare the fund’s coupon rates to the YTM and ask why the numbers are...
Consider a client who walks into your office in Mumbai, agitated because their Medium Term Debt Fund shows a drop in NAV despite the issuer of the underlying bonds having a strong credit rating. They compare this to...