Arguably there is some value being added given not everyone is an expert and ofcourse there are pros and cons compared to Registered Investment Advisors
One of the issues is that average investor is too naive to challenge MFD. There is an inherent conflict of interest since they are an agent (and there are good ones who actually help clients instead of maximizing fee)
The issue is also benchmarking. First, asset allocation is based on goals - 3 people will do it 5 different ways. Second, fund performance past performance is not always a good indicator.
Arguably there is some value being added given not everyone is an expert and ofcourse there are pros and cons compared to Registered Investment Advisors
In my last 5 years of investing in MF, only hdfc top 100 fund has outperformed index. The return of other mutual fund miss the index by 0.5-1%. Though this is not big, paying expense ratio and still underperforming makes less sense to me...
Hello everyone,
I'm Sandeep, the co-founder of Dezerv. We're an investment management platform helping affluent Indians invest better.
Prior to Dezerv, I was a Sr. Managing Partner & Head of IIFL-One, and in all have over 15 year...
Hey Sandeep, are you hiring SDE-1? I would like to work with you.
Hi Sandeep. Love what you’re doing. Had a few questions. 1. What is the rationale behind raising venture fu...
How did you get to where you are today in your life journey? Would love to know about your path to becoming a founder
