Role of Advisors in Selecting the Right PMS/AIF

Introduction
For HNIs, navigating the world of AIFs and PMS can be complex. Advisors play a vital role in evaluating, recommending, and monitoring investments.

Why Advisors Add Value

• Suitability Check: Align investments with risk profile.
• Due Diligence: Evaluate manager credibility and compliance.
• Ongoing Monitoring: Track performance and risks.
• Client Education: Help investors understand structures.

Key Takeaway

• Advisors act as guides in complex wealth solutions.
• Working with a SEBI-registered advisor improves decision-making.