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.
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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.
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Principal Mutual Fund has launched the NFO of Principal Pnb Fixed Maturity Plan- Series B1, a close ended income scheme.
The NFO opens for subscription on June 22, 2012 and closes on June 27, 2012. No entry load or exit load will be applicable for the scheme. The minimum subscription amount is Rs. 5000.
The scheme’s performance will be benchmarked against CRISIL Short Term Bond Fund Index and its fund manager is Pankaj Jain.
The investment objective of the scheme is to build an income oriented portfolio and generate returns through investment in debt/money market instruments and Government securities.
Source: Accord Fintech