How can you anticipate the needs of investors?

To know what investors might need, think like them. Understand what they want, like making more money or keeping things steady. Keep up with what's happening in the money world and how it could affect them. Pay attention to how much risk they're okay with and talk in a way that eases any worries they might have. Watch the news about the type of businesses they invested in. Talk to them often to see if things are changing for them. By staying on top of things and being ready, you can guess what investors might need and help them out.

Some clients want income, some want capital growth and some want income & capital growth- it is important to determine this upfront. The duration of a growth investment will also determine the mix of asset classes that it needs to comprise of. It is important to name the strategy so that it is understood in the mind of the investor. Extreme market volatility and black swan events can undo all of this- it is important for clients to also understand that volatility is a function of time- the more the time the portfolio is exposed to the market, the lesser the volatility and the shorter the period of it being exposed to the market, the higher the possible volatility. Inflation has to be countered too and achieving real returns can be challenge

Listen … Identify needs and future aspirations… What is there present financial situation… Does their career have scope for future promotion and hence increased income … What are their goals Short /Medium/Long term . Family aspirations Attitude to risk … Are they Cautious / Moderate/ Aggressive … Age is important when considering investing … Less risk should be taken as people grow older - Wealth accumulated should be protected . What is their investment knowledge - Investing can make people wary … Make sure all products and solutions are fully explained and understood - It takes years of knowledge to acquire knowledge - Your investors need to know you have the skills and knowledge to help them People need to “Trust” you

My LP's are extremely intelligent individuals. It makes it harder to set out a single pitch, in fact, I approach without a pitch but, I come very well prepared with my numbers on the micro economic level and overall business. Listening, reading body language, posture and attention to detail is key to understand your investors. They have been pitched a million times, so what makes you special? or I? Don't rush to close a client/Investor, be calm and collected. Be on point and they will be as well. They will tell you everything based on how open you are. They'll read you like a book and you need to be open. Anyone who invests with you first, needs to trust you.

Listening, being present, is the be all and end all of any successful client relationship. As long as the client is being heard and is at the centre of everything not much can go awry. If you're not listening, not present, working only to your own agenda, there's every chance you miss something crucial.

Become friends with your investors by paying attention and listening to them. Figure out what they want to do with their money, like making it grow or keeping it safe. When they say something, really listen, and ask questions to understand better. Check in with them often to see if anything has changed. By being a good listener and understanding what they care about, you can help them with what they need.

Be a smart helper for your investors by thinking about what might happen with their money. Keep learning and share helpful info with them. Explain things in simple words, like being a guide for them. Tell them about stuff that could affect their money in a way that's easy to understand. Answer their questions before they ask. By doing this, you help them make good choices and build trust in you as their guide.

Individuals are smart, don't treat them as fools. They will tell you what they want, if you can't deliver it, say so Being honest to them and true to yourself is essential for any transaction. They will tell you that "I need a low risk portfolio", It's my job to calculate the overall risk and give him/her a result. Now, negotiations happen after. First listen then find common ground where they can add a little here and there and work together so that they get a desired result for them. In my case; an above average index return.

My biggest LP was sold on one well thought out line it was "I'm a window to a four trillion dollar economy and we've got front row seats. I'll deliver a min 18% return without selling a share and in two years if i do not hit it. You can pull your money out". I did hit it, in fact, I crushed it. I Gave a return in 2023 of more than 29% on average. Being able to tell a side of investing is what gets me going, that passion shown will never fade. The love for people over money means that I'll prioritise the relationship more. I always send out quarterly reports to my LP's and they are always eager to read it, because my perspective is different, and I like a challenge.