Clients behavior and Mistakes (Our comments and observations)

In this video, one of our team member from jagoinvestor is sharing his experience of working with clients and what they feel about the client's behavior.

As a financial planner, we look at many different angles which clients may not see from their side.


Few Takeaways -


1# - Not giving importance to insurance.
2# - Focusing on returns only.
3# - Forgetting goals after some time of investing.


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