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
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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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Depositories have almost finished their data collection
Life insurers have agreed to go for dematerialisation of policies and the depositories have almost finished their data collection. According to an official close to the development, demat policies will be available from November.
The benefits of holding policies in an electronic form are obvious: no risk of loss or damage to policy; convenience of anytime, anywhere access to policy documents and elimination of paperwork.
Earlier few IFAs and insurers were against demat of policies because they feared that it might weaken a client-agent relation and increase cost of insurers. But IRDA and depositories have resolved the issue.
Recently, few top insurers held a close discussion with IFAs and promised them to train on client servicing before demat policies are issued in the market. The training will help the IFAs serve their client better. Even the discussion highlighted the pros of dematerialisation of policies.