Why Investors Switch Mutual Funds Despite Good Returns | Mitu Samar | Paisa Vaisa
Summary
Anupam Gupta interviews Meetu Samarja, founder of Eminent Strategy Consulting, about her report on investor trust in mutual funds. They discuss how reputation, fund manager credibility, and brand familiarity often outweigh personal knowledge, especially for Gen Z and women. The episode highlights that while performance is essential, superior customer experience and clear communication are critical for retaining investors and building long-term loyalty.
Topics discussed
Introduction to Paisa Paisa and guest Meetu Samarja
Meetu's career journey and introduction to the report
Report methodology and regional response analysis
Trust drivers: Brand reputation vs. personal knowledge
Gen Z behavior, switching triggers, and investment maturity
Gender differences in trust and reliance on social cues
Top qualities: Fund manager credibility and advisor influence
Industry mistakes: Complex processes and lack of education
Building fund manager credibility and brand visibility
Advice for AMCs: Focus on retention and long-term trust
REP Score explanation and final rapid-fire questions
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