Podcast #179: DIY investing, risk and building resilient portfolios, with Rohit Vaswani of Omnis

In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, we explore the continued rise of DIY investing, what investors should look for beyond platform costs, and how advisers can help clients build resilient portfolios in an increasingly complex investment landscape.

To discuss this further, Meg and Jenny are joined by Rohit Vaswani, Director of Investment & Client Solutions at Omnis. Drawing on nearly two decades of industry experience, Rohit shares his views on why professional financial advice remains invaluable despite the growth of low-cost investment platforms. 

Rohit also discusses the importance of understanding risk tolerance, constructing portfolios that can weather changing market conditions, and how technology is shaping the future of investing.

For advisers, this episode offers valuable insight into investor behaviour, the role of platform selection beyond price alone, and practical approaches to helping clients stay focused on their long-term financial goals through periods of market uncertainty.

Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!

Rohit Vaswani

Director of Investment & Client Solutions at Omnis

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With 18 years of industry experience, Rohit works directly with advisers and investors, helping them understand Omnis’s investment philosophy and how the portfolios are being invested. He also works closely with the investment team and the investment managers to ensure that Omnis’s delivers good client outcomes.

Disclaimer 

IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast. Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.