Investors' Journeys

Some expenses may be worth it

Examining the role of an expert in achieving investment success

Why some expenses are worth undertaking

A combination of circumstances triggered the thought of writing about whether you need a distributor/coach/advisor/expert to help you with your investments. Ever since we started working as distributors, we have not been able to make headway with certain clients, who often find paying brokerage a waste of money. But a recent experience with my son has helped me find a response to that logic. Good times After finishing his engineering studies, my son started working as a software engineer in the US. Like any novice investor, he got enticed by cryptos and a few stocks that were a rage in his friends' circle. He was one of the many 'Robinhood' account holders, where execution was so smooth that he started to feel like a fund manager. I realised the mistakes he was making, but it was better that he learned his lessons early in life when the st

This article was originally published on September 17, 2024.

This story is not available as it is from the Mutual Fund Insight October 2024 issue

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