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‘There’s very little correlation between career success and life success’   
Prof. Raj Raghunathan, McCombs, University of Texas talks to Cafemutual about his new course on happiness. He says that just like other things, being happy can also be learned.
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Banks to get Rs.100 per application to distribute Atal Pension Yojana    IRDAI invites application for Insurance Marketing Firm   
IRDAI committee recommends uniformity in commission payout in health segment    65 percent of ultra HNIs take investment decisions on their own: Kotak Wealth Report   
IIFL AMC: Clarification on compliance of AMFI guideline on commission    Neil Parikh takes over as the CEO of PPFAS Mutual Fund   
SEBI may relax advertising norms for mutual funds    NFOs now open May 27   
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
 ‘The biggest hindrance to a client’s financial success can be the client himself!’  
Ashish Modani, Winner of UTI CNBC Financial Advisors Awards 2014 (Tier 2 North) talks to Cafemutual about what inspired him to get into fina
 1000 sign up for a fee based service through the net  
Alumni of IIM Lucknow and Delhi School of Economics join hands to start an advisory firm called Finqa.
 ‘Acquiring new clients involves 20 times more effort than retaining existing clients’  
Deepak Chhabria, Founder of Axiom Financial Services caters exclusively to HNIs and ultra HNIs. He talks to Cafemutual about what it takes t
 ‘My maid servant and her rickshaw driver husband built their house, thanks to MF SIPs’  
Pune based financial advisor and author of the book ‘Prosperity through Mutual Funds’ Arvind Paranjape shares his experiences with Cafemutua
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
Who should bear the incidence of service tax ?

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