Cafemutual is a meeting point for all mutual fund professionals. So whether you are a self-employed independent financial advisor (IFA) or a hot-shot private banker with a big bank or a CEO of an AMC or a back office girl, we have something for you. To ensure that you have a productive and enriching experience at our site, spend a few minutes on this guide.
The Cafemutual Charter
What can you expect to see here?
Stay ahead of all the developments taking place in the Indian mutual fund industry. What’s more, all news is presented so that you find it relevant and useful. So whether it is industry news or NFO news or AMC specific news or the latest rankings and awards, expect to see it all here.
Get clarity on the broader issues and trends affecting your business
Benefit from the experience of your fellow IFAs as they share their success stories and best practices
There is a wide range of powerful applications and tools to make you more productive. Upload client portfolios, organise your meetings, compare funds, select funds, research funds…
You will find all the market commentaries and fact sheets of all the fund houses in this section. You can access these reports of all asset classes of any frequency (daily, weekly, monthly) of your choice.
This is the section where we try to address the concerns and issues of our visitors. You could post a query, remove your doubts or just seek more information by writing to us.
You can download the application forms of any fund house here.
Look up these directories when you want to locate addresses and contact details of the offices/ branches of AMCs, R & Ts, trainers, custodians, AMFI and SEBI.
Want to see something that is not there now? Have a suggestion on a topic or a subject? Encountered a technical glitch? Speak up and share. Send us your suggestions and feedback to prem@cafemutual.com. We will be delighted to hear from you!
Close
NFOs have dried up; AMCs promote their flagship products more actively
AMCs are now busy promoting their existing funds which have performed well. This is in contrast to the situation two years back when companies were flooding the market with NFOs.
“You don’t need to come out with a NFO for money. An established track record definitely attracts long term investments. You need to concentrate on the funds which have been performing well and money will automatically flow in,” said Sundeep Sikka, CEO, Reliance Capital Asset Management.
Even distributors see most of the investment going into flagship products. “NFOs do not have a track record and investors have much more confidence on the schemes which have been performing well. Mostly, my clients have invested in flagship products of various AMCs,” said Harshendu U Kaka, IFA.
“The new rule to allot units in NFOs across multiple locations within five days poses a challenge for the companies, therefore the companies are cutting down on NFOs. Secondly, most of the investors are looking at investing in funds which have track records. And most of the flagship funds are large cap funds so it’s safer to invest in those funds,” said a spokesperson of DSP BlackRock.