When you speak to fund managers – especially working in big fund houses, you realize that some of them are jealous of us as individual shareholders!! Let us look at some of the cribs from a guy I met recently:

– individuals do not have to deal with trustees and directors (absolutely true: In this country of financial illiteracy, this is to be seen to be believed)

-you have no obligation to worry about quarterly NAV. Worse, some sales guys come rushing to the FM on a daily basis if the fall in Nav is greater than the market fall.

– you can stay on in LMW and MRF as long as you want, but it does not meet my liquidity norms..

– if you sell a bank share you can buy a power stock, I have to maintain my ratios

– you can move to an all cash portfolio, I cannot.

– you can have a concentrated portfolio or a diversified portfolio

 

  1. Let us look at some of the cribs from a individual investor guy I met recently about fund managers:

    – you do not have to deal with spouses and their relatives
    – you have no obligation to worry about my investment returns
    – you can play with other people’s $ in millions and billions. i can’t
    – you can stay on in BMW or Mercedes A class as long as you want, but it does not meet my emi norms
    – you can move to an all cash portfolio and disappear overnight. i can’t

  2. Subra, You have left one bullet empty above. I want to add one…

    – You can have bad performance of your portfolio & no one to question you
    but yourself & if it is me than ……

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes:

<a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>