Discover and read the best of Twitter Threads about #ADVISORS

Most recents (7)

Ashish Kacholia buys stake in UGRO CAPITAL yesterday
Buying 6,26,174 shares in bulk deal @ 187₹ Image
▶️UGRO Capital was envisaged to be built as India's largest small business financing platform combining the power of Data & Tech and was uniquely created as India first listed startup.
▶️ In2018, its founder Mr. Shachindra Nath
acquired control of a small listed NBFC 'Chokhani Securities Limited
& raised capital institutional equity capital from likes of TPG- NewQuest, PAG, ADV Capital, Sameena Capital & other domestic family offices & public market investors
Read 10 tweets
As a professional who helps startups find funding, I often ask my clients to talk to me as if I were a prospective investor.

I've compiled a list, and in this thread, I'll share the top 15 things startup founders should AVOID saying to investors.

#startupadvice #investorpitch
1/ "We don't have a clear revenue model yet, but we'll figure it out eventually."

Come on... no investor wants to hear this! Have a solid plan for generating revenue from the start.

#startupadvice #revenuemodel
2/ "We don't have any competition."

None? Not at all? Every startup has competition, even if it's indirect. Do your research and be prepared to discuss your competitive landscape.

#startupcompetition #knowyourmarket
Read 19 tweets
#AMCs are manufacturers and will offer a basket to select from. Would anyone have invested if they came with NFO in March 2020?

It is duty of #Advisors/#Investors to invest or ignore. Just because AMCs offer is no criteria to invest.

Need to introspect before blaming others
Same is the case with IPOs, their timings and their valuations. Companies also come with #IPOs when markets were on a roll.

Again, investors had a choice to invest or ignore.

They invested with GREED and FOMO and now blaming others for these IPOs bombing
Why can't #Investors respect market signals? When going was good, they ignored advice of following #AssetAllocation.

When markets are bleeding, looking at scapegoats for their own actions.

This is #SelfAttribution bias. All good - their skill, all bad - blame it on others
Read 4 tweets
This thread is on disruption in #Advisory . I am sharing my thoughts and beliefs. I lean on my experience as an advisor and professional. 1/n
Product Selling & #Advisory were jumbled up at the start of the decade. Neither #Advisors nor customers could clearly draw lines. Conflict of interest was high. But, we significantly reduced these in a decade. Now, the system looks set for its most investor centric phase. 2/n
How did this happen? The primary credit goes to our regulation. By removing entry loads in 2009, launching #RIA, forcing all trail revenue models in mutual funds and segregating product selling and #Advisory, #SEBI has achieved way beyond even what investors expected. 3/n
Read 10 tweets
Why don’t you use #AI?

#fintech #advisors
When to book profits in #investments?
How to #invest in a low growth era?
Read 8 tweets
Current Credit Risk fiasco can be traced back to Regulator when they recategorised #AccrualSchemes as #CreditRisk. That gave open mandate to FMs to take this risk.

It was up to #Advisors and #Investors to have got lured by higher yields with higher risks or not chased yields .
This started when Regulator merged Institutional and Retail plans in the garb of protecting Retail Investors. Not realizing both segments have different risk appetite and knowledge levels
Ideally, they should have continued these two plans of institutional and retail (maybe same expense ratios) but different investment mandates to FMs.
Read 7 tweets
Only when #Investors and #Advisors realise that it is best to stick to AssetAllocation strategy thru BAF schemes for lump sum and SIP and not get lured by different offerings of #AMCs, will they have good Investment experience.
#AMCs should have one flagship scheme which combines all attributes as follows:
1) MultiCap
2) Rebalance like Dynamic Equity
3) add a bit of International Equity exposure

This can create All Seasons Scheme with lower volatility
That's why I like @PPFAS long term Equity Fund which combines all the above attributes.

AMC has stuck to only one scheme without confusing the Investors and doing a good job.

In such a case an Investor may not need an Exit Strategy as it will be in built in scheme construct
Read 5 tweets

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