Investment consulting

Worldwide the financial markets are influenced by several factors such as the changes in economic and political processes that occur in the country and the globe, information diffusion and approachability and so on. Yet, the foremost important factor is the investor’s /Advisor’s reaction and perception. For an individual investor or an Advisor , decision making process can be perceived as a continuous process that have significant impact of their psychology while making investment decisions. Behavioral finance relies on research of human and social recognition and emotional tolerance studies to identify and understand the investment decisions. This program uncovers the investor’s /Advisor’s psychology in investment decision making focusing on the investor’s rationality by explaining psychological and emotional factors that affect investing. It also gives suggestions to overcome the behavioral biases.

Belief System is a set of beliefs by which we lead our lives. These beliefs guide our thoughts, words, and actions. Our beliefs reflect who we really are. While we could have beliefs about how to lead our lives in general, we could also have beliefs that are very specific to our profession. Over time, all professionals, including investment consultants, developed their own beliefs. Yet, for most, the process of acquiring these beliefs is not a part of a conscious design. One of the characteristics of successful professionals is that they tend to have well-defined and well-developed belief systems. This program is intended to make a case for advisors to have such a Belief System, as a means to success, and to offer thoughts on what it could take to consciously build such a Belief System.