Guides

For mutual fund distributors.

The things an advisor explains to clients every week, explained once, plainly.

Returns

How to explain XIRR to a client

Why a SIP’s absolute return misleads, what XIRR measures instead, and one sentence that explains it to a client. With a worked example.

Statements

Reading a CAS: CAMS and KFintech statements, explained

What a consolidated account statement contains, and the rows that trip up a reconciliation: switches, reinvested dividends, stamp duty and closing units.

Allocation

Allocation drift: when to rebalance a client’s portfolio

How to measure drift from a client’s declared allocation, why a tolerance band beats a calendar, and how to rebalance with as little tax as possible.

Reviews

What a client portfolio review should contain

The figures a client reads first, the allocation against what they agreed, holdings by fund house, and what makes a review worth keeping. With a sample.

Concentration

Fund house concentration in a client’s portfolio

Why holding most of a portfolio with one fund house matters, how to measure it, and why the limit is your policy, not a SEBI rule for investors.

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