Over the last week there has been a spurt in discussions on the traditional insurance cum savings products and how they are misunderstood by investors in India. Many of us know that these products have multiple layers of charges that make them difficult to understand and operate. So I thought of highlighting how the investment returns differ with different levels of Fee charged by the investment service providers. Continue reading “The Real Cost of Fee on Portfolio Returns”
Category: Investment Planning & Asset Management
Understand behavioral finance issues impacting individuals, and to develop strategies and use techniques to optimize risk adjusted real returns on assets considering the risk profile, requirements, financial capacity and constraints, as well as to understand: various types of securities traded in financial markets, investment
theory and practice, portfolio construction and management, and investment strategies and tactics