Identity Capital
1) We have heard of capital but have you heard of Identity Capital
2) Identity Capital refers to the unique way in which you perform your tasks
3) As an MFD, it refers to how you create your Alfa
4) While Alfa is usually referred to increased returns, it also is about increased investor experience
5) So what constitutes this Advisor Alfa are
1) How you communicate and explain? Can you explain Balanced Advantage Fund with clarity to even a small child
2) How you structure the Portfolio? Do you use the various algorithm based tools like Booster STP, BAF, Asset Allocator FOF, etc. to structure Portfolios
3) Do you create Solutions based on life situations and life needs such as Sudden Job Loss, Business Challenges, Holiday Planning, Financial Freedom, New Education Planning etc.
4) Do you structure Portfolio that provides Great Investor Experience of Reasonable Returns with Minimum Risk.
5) Do you structure Product Wraps for different segments and needs
6) Do you test the Diversification Quotient of the Portfolio you construct
7) Do you mindfully use Automation to Optimise Returns
8)Are you mindful to arrest the drawdown of the Portfolio as far as possible so that you create Alfa during subsequent recovery
9) Do you structure Cash Flow for your Client’s need using the Expected Power of Returns or Do you focus mindlessly on Returns
10) Do you segment the investment journey into short, medium and long term and regulate the Portfolio accordingly by consciously using Bucket Strategy using multiple channels
11) Do you manage SIP by using SIP Filter Strategy
12) Do you consciously break the age old stereotypes like SIP Karo Bhool Jao and instead adopt SIP Management Approach using Filter Strategy
13) Do you add a Channel of Select Direct Stocks to the Portfolio by using Solutions like Smallcase
14) Do you provide Business Continuity Advice and Solutions
15) Do you provide Estate Planning Solutions and Execution
16) Do you Provide Personalized Solutions for HNI Clients like helping them to cope up with Technology Challenges
17) Do you have a relationship / tie up with multiple vendors to help your Top Clients with multiple solutions including Real Estate, Tax Planning, Insurance Planning, Gold and Ornaments buying and selling and so on and so forth
There are several choices before us which add to the Alfa of an MFD to provide Clients with the highest quality of Investor Experience
I rest my case
