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Advisor Perspectives 6 | Discussing Financial Freedom with Dilzer Consultants
Paisa Vaisa with Anupam Gupta
What Happens When Risk Profiling Goes Wrong?
Risk profile is meant to translate a person's goals into certain assets or investments, okay? When does this go completely haywire? Someone who thinks that he's very aggressive, lands up putting in say equities and the market goes for a toss. It could have very bad kind of discussions or wrong discussions, which can turn sour between the client and us. The onboarding stage is the most crucial for a new prospect or a client because that's when you need to explain the importance of volatility.
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