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
Market regulator SEBI is clearly in a mood to engage the industry to understand the perceptions and expectations of various stakeholders. In that context, SEBI has met IFAs and CEOs of various AMCs to discuss these issues over the past few days.
Cafemutual has received feedback from a few CEOs and the overall mood seems to be that of caution. AMCs have toned down their expectations from these meetings, and do not expect any fundamental change in the regulatory framework governing mutual funds.
Last week, SEBI had met distributor associations IFA Galaxy and FIFA to seek suggestions to overcome the constraints relating to distribution and reach of mutual funds. Over the last few days, SEBI met up with AMC CEOs.
Cafemutual has learnt that the following items were discussed during the meet:
Though a beginning has been made, AMCs feel that more interaction is needed with the regulator so that their suggestions see the light of day. The CEO of a global fund house who was present in the meeting says, “There were a lot of suggestions and opinions exchanged in the meeting. SEBI should take the necessary steps to rectify the situation in the industry as it is now well aware of the problems.”
The CEO of a small mutual fund house feels that the time has come to move on from meetings for the industry to truly transform itself. “We have no expectation of solutions evolving from such meetings,” said this CEO.
As of now, all stakeholders are in a wait-and-watch mode.