Tag: client

1

Keeping financial records

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Advisor: Sir Please make this investment, it will get you great returns. Client: How much will it give? Advisor: Sir it will give at least 15% return over the next 5 years Client: That is not exciting. May I have something better… This is such a normal conversation, that I cannot even believe what is […]

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4

Best advise: I never get paid for!

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Funnily I do not get paid for the best investment advice that I have ever given! Let me enumerate some of the client questions which have been addressed in the negative. For a few of my clients the best investments are those that they did not make – but they do not know the value […]

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