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3 fresh ideas to create impressive video content   
Check out these three ideas we use to create video content for advisor websites.
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Why every financial advisor must have a website?    After changes in debt fund structure, what should you tell your clients?   
Profits of top 10 life insurers grow by 5 percent in FY 2013-14    As the equity markets revive, MF line up new fund launches   
Dividend payout option to lose sheen after DDT computation revision    NISM to offer online CPE for mutual fund distributors soon   
How do tax proposals in Budget-2014 affect debt fund and FMP investors?    NFOs now open July 22   
Insurers cheer 26 to 49 move   
Experts expect growth in other key sectors like manufacturing, infrastructure and increase in limit of section 80 C to give a fillip to insurance industry.
A satisfactory budget: MF honchos    
Here’s what the industry officials have to say about the Union Budget 2014.
Equity funds see a record Rs. 7,309 crore net inflows in June   
Gross sales of equity schemes clocked Rs. 12,072 crore in June.
SRO decision making process was fair and transparent: SEBI to SAT   
SEBI has given its justification as to why it granted in-principle approval to IMFI as SRO.
Tarakki Corner
 From cooking to financial planning  
Kevin Michael adopted the teachings of the Bible to gain success in financial advisory
 Prateek manages Rs. 90 crore in the small town of Bhilai   
A professional approach and helping victims of mis-selling helped Prateek to grow his business.
 Nitin charges Rs. 14000 for financial planning in a village called Vita  
Nitin has 80 financial planning clients who pay him Rs. 14,000 annually! The young chap from a small village called Vita in Maharashtra’s Sa
 From a relationship manager to a successful financial advisor   
Vanitha has acquired 125 clients within a year of setting up her practice in Bangalore. Read on to find out her recipe for 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
The rise in 80 C investment limit will


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Advisor Channel
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