Advisor Perspectives 7 | Make Kids Money Smart with GYR Financial Planners
Paisa Vaisa with Anupam Gupta
00:00
The Difference Between Wealth Management and Financial Planning
In India, the investment advisory is like a 50, 60 years ago. Wealth managers or even PMS to some extent is dependent on performance. The only way that I can outperform a portfolio in a shorter period of time is by taking more risk. Over 90% of your returns are likely to be linked to asset allocation and holding period. Disciplines like annual rebalancing, to certain extent how you can do opportunistic movement.
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