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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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.
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SEBI announces a host of changes for distributors.
The SEBI Board today decided to slash the NISM and AMFI registration fee for selling mutual funds. However, the exact reduction in fees is not decided yet.
The regulator has also decided to allow distributors to opt out of transaction charges on the basis of schemes. Earlier, distributors were either allowed to charge all of their clients and not charge at all. This was creating a lot of accounting problems.
To broad base the distribution network, the regulator has proposed that postal agents, retired officials from government, banks, retired teachers etc. should be roped in for distributing simple products. SEBI has also decided to introduce varied levels of certification and registration depending on products & services offered by distributors.
To reduce mis-selling, SEBI has asked AMCs to create a system of identification of actual sales personnel of distributors, evolve a system of 'product labeling' and inclusion of mis-selling as a 'fraudulent and unfair trade practice' in SEBI Regulations.