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5 important aspects of a review meet   
A review meeting is an important part of the financial planning process to ensure that clients meet their goals in a well-defined timeframe. Read on to find out the five most essential elements of a successful review meeting.
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Tata Mutual Fund launches Regular Savings Equity Fund    ‘India poised to capture a lion share of the emerging markets flows’   
IRDAI allows insurers to charge up to 20 bps per annum for managing unclaimed amount    With revival in markets, AMCs seeing more distributors getting active   
AMFI ARN committee may relax AUM transfer rule    AMCs can now offer 3 year upfront commission up to 1 percent in SIPs   
Uniform KYC to be a reality soon    NFOs now open July 31   
RBI surprises market, cuts repo rate ahead of its policy review    
RBI has cut repo rate by 25 basis points to 7.75%.
83 percent Indian investors willing to pay a nominal fee for advice, DSP BlackRock study   
Also, majority of investors who invested through financial intermediaries are highly satisfied with the service they get.
AMFI asks AMCs to withdraw dividend reinvestment option in ELSS    
The dividend re-invested in ELSS is locked-in for three years which is creating confusion among investors.
60 percent investors choose schemes regardless of AMC name or size   
A Neilsen study on mutual funds shows that majority of investors choose schemes that suit their investments requirements, irrespective of brand name and AMC size.
Tarakki Corner
 His first office was a tabela, today he has 125 cr AUM   
From starting with a tabela (stable) to renting an upscale office with a team of 13 in Borivali, Paresh has come a long way with sheer deter
 Providing financial planning services free of cost is his USP  
R. R. Kannan has written over 300 plans for his clients for which he has not charged a single penny yet.
 ‘My clients consider me as their family member’   
Ranjit Dani, Founder and Director of Think Consultants talks to Cafemutual about his journey in the financial advisory and his success mantr
 ‘My client bought a flat out of appreciation in just a single share’  
Bhushan Mahajan, owner of Arthbodh Shares and Investments and Founding Member of Pune Independent Financial Advisors Association talks to Ca
Applications & Tools
Portfolio Manager
You can track mutual fund portfolios of your clients
Meeting Scheduler
This tool helps you ensure that your meetings are productive
Scheme Fact Sheet
The fact sheet will give all details of your mutual fund schemes
SIP Calculator
Allows you to calculate your returns if you had gone for a SIP/SWP/STP
Fund Vs. Fund
Allows you to compare between funds on the basis of risk, past performance, expense ratio and fund ranking
Personalized Returns
Find out the returns on your fund for any period of your choice
Fund Performance
Shows you the returns of all the schemes as per your specification.
Fund Filter
Allows you to choose funds on the basis of your criteria
Opinion Poll
Are Robo Advisors a threat to traditional financial advisors ?

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