With separate wealth management business for e.g. Anand Rathi, they can recommend product from all of market and work with the investor about how aggressive they want their investments. So, Wealth manager experience plays a big role.
Whereas, trusted brands e.g. HDFC/SBI – may prefer to select their own AMC.
So, it is important to be an independent/market agnostic wealth manager.
I am also interested in investing this space, however I am unable to understand the competitions from PMS players. Many of the PMS players/AIF firms are offering similar services – however their track records/returns need to be watched carefully.
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