Managing Volatility And Rebalancing


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SSL Academy, in association with the Economic Times, organised a three-day digital conference titled ‘Financial Freedom Fraternity’ for financial advisors and professionals from July 24 to 26. The participants deliberated on various actionable solutions to mitigate the challenges faced by investors and investment professionals in a post-Covid19 market scenario.

The Virtual Conference, Financial Freedom Fraternity (FFF Conference) conceptualised by Volatility Coach Kanak Jain – founder of SSL Academy, saw 20 experts’ session and two gala award ceremonies alongwith music and a special DJ night to celebrate the success and hard work done by financial advisors and MFD’s in this pandemic.

Sharing the rationale for this conference, Jain said, “The history of this world will be divided in two eras – Pre-Covid19 and Post-Covid19. In this new era, what has worked so far, may become redundant in the future. Keeping this in mind, we have conceptualised this conference to give actionable tips to MF distributors and prepare them for the future.” In the conference, the top 10 performers across India were recognised as Tarakki Award winners, 2020. The Most Influential IFA Associations Awards were given to the associations for their seamless work throughout the year, at national, state, metro-city and non-metro city level. And finally, the ten most Influential Volatility Coaches of 2020 were also felicitated.

According to S Naren, CIO, ICICI Prudential AMC, “The fulcrum of successful long-term investment lies in prudent asset allocation practices. When investing in an asset allocation fund, an investor gets the opportunity to tap into the opportunities present across equity and debt asset classes. However, an investor should be mindful that there is a wide variation of funds available within this one category itself. So, it is best to seek the advice of a financial advisor who is well equipped to steer through the options available and match a fund as per one’s financial goal requirement.” Highlighting the importance of asset allocation, Ajit Menon, CEO, PGIM India MF shared, “Several studies have proved that more than 90% returns generated can be attributed to the asset allocation decision alone. However, the impact such decision has had so far, or would have in future is dependent on the quality of your asset allocation decision.”

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“Emotional investing is seen as one of the greatest impediments to wealth creation as it tempts investors to keep increasing their allocations as the valuation goes higher and higher because of the ‘Fear of Missing Out’ (FOMO), and on the other hand, panics them into selling their assets when the markets fall.”, shared Chandresh Nigam, MD & CEO, Axis MF.

“During a crisis, our mind second guesses the choices that we have made, but best the decision is to avoid panic and to remain invested,” said Aashish P Somaiyaa MD & CEO, Motilal Oswal, AMC. The better solution for portfolio rebalancing is to participate by Funds of Funds. “Its primary objective is to generate capital appreciation through diversified investment styles of underlying schemes, while, at the same time, reducing overall volatility,” stated Mahesh Patil, co-chief investment officer, Aditya Birla Sun Life AMC Ltd.

“The things that have happened in the past can never be undone, hence it is best to find ways to create new value rather than regretting the mistakes made in the past,” shared Ashish Vidyarthi, actor. Talking about rebalancing, Sushma K Jain, Business Coach & Graphologist, highlights that rebalancing is just like picking up pieces from a jigsaw puzzle and we have to try different combinations, till the puzzle is finally solved.

Karen Jacobson, the GPS Girl, shared five directions for the recalculating process, “Notice you are off route, be willing to change direction, clarify your destination, embrace the steering wheel and accelerate.”

Dr Himanshu Buch, Zen Coach, came up with a new word for the corporate world – Freintorship. Sam Cawthorn International Best-Selling Author from Sydney stated that bouncing back simply implies going back to where it all started, whereas the essence of bouncing forward lies in the transformation of a crisis into success.

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Dr Radhakrishnan Pillai, author and speaker said, “Problems are faced by one and all, but our attitude towards it makes the whole difference. The situation (Pari-sthithi) may be the same, but the mind set (Mana-stithi) is what matters”

Raghunath Murty, MCIS Life Malaysia pointed out the importance of staying positive. “Staying positive includes taking note of the environment around us and surrounding ourselves with people who are radiating positive energy.”

Participants form 125 cities of India and 20 different states made the 1st ever Virtual conference of Financial Freedom Fraternity, a huge success. It was held from 24th-26th July in association with The Economic Times and was an initiative by SSL Academy. www.volatilitygame.com

The Coverage and the magazine, ‘The Volatility Coaches of India’ can be downloaded from the below link https://www.volatilitygame.com/News&Media.php

To see the Glimpses of the three-day FFF Conference, 2020 click below https://www.volatilitygame.com/video.php

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Disclaimer: Content Produced by Subh Shree Commercial Co Ltd





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