3min chapter

Paisa Vaisa with Anupam Gupta cover image

Advisor Perspectives 6 | Discussing Financial Freedom with Dilzer Consultants

Paisa Vaisa with Anupam Gupta

CHAPTER

The Importance of Asset Allocation

The NFTI has given us some 4-5% last year. Small NFTIs are even down even more and some portfolios are actually in loss. So, very importantly, you need to draw out actual numbers and show the graphs to the client. Even though last year has been flat or negative when it comes to NFT, mid has been negative, small has been negative,. And this is the advisor alpha that we are trying to bring to the table.

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