Your Finance Advisor is Your Therapist (And You Don’t Even Know It)
A good finance advisor doesn’t just manage your money—they manage your mindset.
5/20/20251 min read
Scene 1: The Panicked Client
Mumbai, 2023. A frazzled 35-year-old IT manager, Rahul, storms into his financial advisor’s office.
Rahul (slamming his laptop): "The market crashed AGAIN! My portfolio is bleeding! Should I sell everything and buy gold? Crypto? Maybe a chai tapri franchise?!"
Advisor (Mr. Kapoor) (calmly pouring tea): "Tell me, Rahul… when you see red in your portfolio, do you also feel… unworthy?"
Rahul blinks. "…Are you my therapist now?"
Scene 2: The "Therapy" Session
Mr. Kapoor (leaning back): "Let’s diagnose your real problem:
Anxiety: You check your portfolio 10x/day.
FOMO: Your cousin’s ‘Bitcoin Lambo’ triggers you.
Impulse Control: You treat stocks like Zomato orders—‘Buy Now, Regret Later.’"*
Rahul (sheepish): "Okay, maybe I do need help."
Mr. Kapoor (smirking): *"Prescription:
1 SIP (to cure timing addiction)
0% CNBC (reduce emotional volatility)
Daily reminder: ‘Markets recover. Always.’"*
Scene 3: The Breakthrough
One year later…
Rahul (relaxed, sipping chai): "I didn’t sell during the crash. My SIPs bought more units cheap. I… I think I’m healed?"
Mr. Kapoor (grinning): "No. You’re just financially stable. That’s better."
Moral of the Story
"A good finance advisor doesn’t just manage your money—they manage your mindset."
Why This Works:
✅ Humor: Equating panic-selling to needing therapy.
✅ Relatable: Every Indian investor has been Rahul at some point.
✅ Lesson: Behavior matters more than stock picks.
Tagline: "Your portfolio isn’t the problem—your brain is."