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
Regulator will seek suggestions to overcome the constraints relating to distribution and reach of mutual funds.
Distributor associations like Chennai-based IFA Galaxy and Mumbai-based Foundation of Independent Financial Advisors (FIFA) are set to meet SEBI on 3rd May to discuss issues relating to reach and distribution of mutual funds. The meeting will be chaired by Prashant Saran, Whole-Time Member of SEBI.
The regulator will discuss the following issues in the proposed meeting:
Among other issues, a subject that is bound to come up for discussion is SEBI’s recent concept paper which tries to segregate the distributor community into ‘advisors’ and ‘agents’. IFAs want to avoid this segregation, because both models are followed by the trade.
HN Sinor, CEO of AMFI, admitted in a recent interview with the Economic Times that abolishing entry load at one go was not such a good idea. “We need to dispassionately review the (entry load ban) decision once again,” he said.
The introduction of transaction charge by SEBI has not done much for the industry so far.