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well said experts !
Real Challenges for MF Distributors read all 3 parts 1st part is from regulatory - 2nd part is from our own marketing method and 3rd contains what distributors thinking and how investor behaves. You can navigate through Next Previous options http://bltpindia.com/wordpress/index.php/2016/08/23/challenges-to-mf-distributors-1/
One of the best edition on WF.........really appreciate all the legends for there valuable feedback views ............
I second Pawanjis strategy. In fact putting money into ICICI Pru Equity Income Fund and switching it into Equity does not attract exit load. I Think this strategy will be beneficial for investors
I personally second Vineets view. Keeping things simple, we are following specific asset allocation strategy for each client, sticking to consistent funds and weeding out not so consistent/under performers. Current tax rules in debt funds has made converting equity to cash and then holding it for correction or doing STP less attractive. Switch to balanced funds and then doing STP is another alternative. Not only from tax perspective, but also to gain from both future scenarios-whether the market goes up, or it goes down.
Jignesh V Shah, Surat I fully agree with Mr. Jignesh V Shahs view