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Upfront commission to go down and trail to increase?    IRDAI to end licensing system for insurance agents, media reports   
SEBI releases FAQs on Investment Adviser Regulations    Two years on, just 100 IFAs register with SEBI as RIA   
How advisors can get feedback from clients using client advisory board    NFOs now open February 27   
PFRDA allows online withdrawal facility in NPS   
The facility can be used by NPS subscribers from April 1.
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.
Tarakki Corner
 Four IFAs come together to register as SEBI RIA   
Four progressive advisors from Kolkata have come together to form a company. Their aim is to help those IFAs who want to write financial pla
 ‘While probing clients, advisors need to talk less to improve their listening skills’  
Lisa Kirchenbauer, founder of Omega Wealth Management, a financial planning firm based in Washington D.C., speaks to Cafemutual on the sidel
 ‘A financial planner has to help create a meaningful life rather than an affluent life’  
Zankhana Shah, Founder of Money Care Financial Planning talks to Cafemutual about her journey into financial planning and her approach towar
 Celebral Palsy could not deter Amit Thakker from making it big in advisory profession  
Despite having to struggle moving and communicating, Mumbai’s Amit Thakker has worked his way to success by taking up mutual fund advisory.
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Portfolio Manager
You can track mutual fund portfolios of your clients
Meeting Scheduler
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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
The Budget 2015 will throw a positive surprise for the MF industry

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