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.
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!
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SEBI ready with SEBI (Investment Advisors) Regulations, 2012
SEBI has taken the first step towards regulating distributors by bringing under its purview “all individuals, body corporate and partnership firms engaged in the business of providing investment advice to investors for consideration, Financial Planners and also any person who holds himself as an investment advisor.”
However, AMFI registered distributors providing investment advice incidental to their primary activity are not going to be affected. This means a majority of IFAs will be out of its purview.
Initially, SEBI will directly register and regulate the investment advisors though it is expected that the self-regulatory organization announced for distributors will take over this role in future. Such investment advisors will not be able to take any other remuneration from anyone else. Any entity which currently offers a mix of both distribution and advisory will have to form a separate entity or division.
The (Investment Advisors) Regulations will prescribe the minimum experience, qualification, certification and net worth/ net assets requirements. It is expected that these investment advisors will be held to higher standards of governance and transparency.