Home | Register | Sign in | Contact Us | Sitemap |
   
What's New
Don’t give final approval to AMFI promoted IMFI as SRO: SAT   
Securities Appellate Tribunal (SAT) has asked SEBI to send its reply justifying its decision to give AMFI promoted IMFI an in-principle approval to set up SRO by June.
 More News
IRDA shortlists Accenture, IBM, PwC and United Health to set up fraud analytics system    ICICI Prudential MF to launch ICICI Prudential Dividend Yield Equity Fund   
How to target the second generation of existing clients    Baroda Pioneer Mutual Fund appoints Mahmood Basha as Head of Sales   
Franklin Templeton launches European Growth Fund    L&T MF launches L&T Emerging Businesses Fund   
‘Our priority is to be among top three fund houses’    NFOs now open April 23   
DSP BlackRock to launch financial awareness drive for women   
The awareness drive aims to cover 24 cities across the country.
Reliance Mutual Fund discloses group companies investments in its schemes   
The group companies have invested Rs 3,274 crore in Reliance Mutual Fund schemes.
IRDA asks insurers to put a warning in their advertisements   
From February 1, 2014, all insurance companies will carry IRDA’s message in their advertisements.
Insurance agents may get to have multiple tie ups   
Allowing insurance agents to sell multiple insurance products will give a wider choice to investors.
Tarakki Corner
 ‘Our job is similar to that of a doctor’   
They say a doctor’s job is to cure sometimes, relive often but to give comfort always. Our job is similar to that of a doctor, says Bharat P
 How I got my first client   
Achuthan Kutty from Thrissur narrates how he acquired his first client who was a retired superintendent of police (SP).
 From bank relationship managers to financial advisors  
Rajat and Rohini have carved out a niche in serving HNIs, UHNIs and wealthy NRIs.
 ‘IFAs should meet clients regularly and not just when business arises’  
Anil Raj, who turned to financial advisory by giving up his marketing job narrates his journey and secret behind his success.
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
With Indian equity markets touching new highs, your clients


More >  
Advisor Channel
Cricket
 
About Us | Media | Advertise With Us | Editorial Policy | Contact Us | Privacy Policy | Disclaimer | Sitemap
© Cafemutal.com. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of cafemutual.com is prohibited.
Best Viewed in I.E 7.0 and above. Resolution: 1024 * 768. Developed & Hosted by Accord Fintech Pvt. Ltd