Thread by @shyamsek

“Why should I practise multi-asset investing?” Any die hard equity investor would loathe the idea. Investors tend to believe multi-asset investing is only meant for those with lower return expectations. But, that in my view, is stereotyping.

Multi-asset investing = Versatility.

When i decided to work in the advisory space, i asked myself a simple question. What will allow me the freedom to invest wherever the opportunity is most attractive? Only an open-minded approach would give me that freedom. Multi-asset investing helped me do that professionally.

Advising clients on multi-asset investing was hardly easy. Often, investors heavily influenced by recency bias would not listen to advise. Opportunity would be missed. It was when I decided that if we productise and take the investment discretion, we would be able to deliver.

When i spoke of productising, the immediate reaction was that it was the preserve of AMC’s. But,the times were changing. PMS was a platform on which we could deliver a winning, versatile multi-asset product. So, we created our own product, #SpherePMS a unique one of its kind PMS.

When a product is created, it must solve a problem, remove critical pain points & deliver the right experience. That is where #SpherePMS is uniquely positioned. It comes with over a decade of real-time testing. It has a sound process & investment framework. And, its easy to own.

Most importantly, an investor who wants to cut the clutter, keep all investments in one place, measure performance regularly & never lose a good night's sleep will love #SpherePMS

Our team is hosting regular webinars. Join us on Saturday, 25-REGISTER NOW. bitly.ws/AvkN

Here is the latest fact sheet of #SpherePMS . Join us at 11 am on Saturday, 25, February. Get to know all about SpherePMS.