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MF Facts & Figures
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Events
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RESOURCES
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Archive
April 2018
June 2018
May 31, 2018
Business Development
Different strokes for different folks is the key to manage clients well
Shreeta Rege
MF News
A knowledge event to help IFAs extract more from R&T services
Nishant Patnaik
Business Development
Why are you not able to convert your prospects
Kanika Bhargav
MF News
Smaller fund managers beating bigger peers hands down in a tough market
Source : Economic Times
May 30, 2018
Financial Planning
Is your client prey to hindsight bias?
Team Cafemutual
Business Development
Five mobile apps that you should recommend to your clients
Riya Lakhmani
MF News
SEBI asks fund houses to follow best practices circular in letter and spirit
Nishant Patnaik
MF News
I am Viral Berawala from Essel Mutual Fund…
Shreeta Rege & Nishant Patnaik
MF News
Four new non-life insurers start operations
Team Cafemutual
MF News
A single database of 21 lakh insurance agents
Team Cafemutual
May 29, 2018
MF News
Here are frequently asked questions on digiSIP for MF distributors
Nishant Patnaik
MF News
NCD of JM Financial Credit Solutions oversubscribed on the first day
Team Cafemutual
May 28, 2018
Business Development
What to do if your clients say goodbye
Kanika Bhargav
Guest Column
Do not compare apples with oranges post scheme merger
Joydeep Sen
MF News
Funds launch on rise after scheme re-categorisation
Team Cafemutual
MF News
IFAs, non-sponsored banks and NDs manage 51% of total AUM in April 2018
Team Cafemutual
May 27, 2018
Ask Us
It is raining closed-ended equity mutual fund schemes. Should you buy them?
Source : Economic Times
May 26, 2018
Business Development
Make your travel stress free!
Riya Lakhmani
Business Development
How to fire difficult clients
Kanika Bhargav
MF News
Fortune Financial Services to start its mutual fund business
Nishant Patnaik
May 25, 2018
MF News
AP Globale forays into mutual fund distribution
Nishant Patnaik
Guest Column
Scheme re-categorisation: short-term pains for long-term gains
Lav Kumar
MF News
‘Advisors help invest your earnings sensibly’
Riya Lakhmani
May 23, 2018
MF News
Now your clients can get loan against mutual fund through net banking
Team Cafemutual
MF News
Debt funds giving negative returns. What should you do?
Shreeta Rege
MF News
Make sure to issue credit note on time to get GST refund
Nishant Patnaik
Business Development
Tips to deal with time-wasters at work
Kanika Bhargav
Insurance
Life insurance AUM reaches Rs.33 lakh crore as on December 2017
Team Cafemutual
May 22, 2018
Business Development
7 things that piss off your client
Kanika Bhargav
MF News
BSE Star MF and NSE NMF II to waive off registration fee to attract distributors
Nishant Patnaik
MF News
SIP a coffee with PPFAS Mutual Fund
Nishant Patnaik
Ask Us
Must-have digital tools for IFAs
Anoop Nasa
May 21, 2018
Guest Column
Must-have digital tools for IFAs
Anoop Nasa
MF News
You can get up to 1.60% commission on DHFL NCD issue
Team Cafemutual
MF News
How these two IFAs targeted young clients to grow client base
Team Cafemutual
MF News
Yes Bank to start its mutual fund business by August
Nishant Patnaik
May 18, 2018
MF News
Anup Maheshwari quits DSP BlackRock MF
Team Cafemutual
Business Development
Fire these clients without wasting time
Kanika Bhargav
MF News
Top AMCs get active in the AIF space
Shreeta Rege
MF News
Open-ended equity NFOs collect Rs.6,612 crore in FY 2017-18
Team Cafemutual
MF News
Ready reckoner for your MF scheme post consolidation and merger is here
Team Cafemutual
MF News
Union AMC has a new partner Dai-ichi Life
Team Cafemutual
Business Development
What do you say when you ask for referrals?
Kanika Bhargav
May 17, 2018
Insurance
Life insurers pays out gross commission of Rs.16,000 crore in nine months
Team Cafemutual
MF News
Open-ended funds on the rise after scheme consolidation and merger
Team Cafemutual
MF News
In five years, just 918 register as RIAs
Padmaja Choudhury
May 16, 2018
MF News
Direct equity AUM of top 20 fund houses grows 63% in one year
Padmaja Choudhury
May 15, 2018
Success Stories
How can you enable your advisory business to outlive you
Shreeta Rege
Insurance
Recommending a health plan to your client? Read this first
Shreeta Rege
MF News
What is in a name?
Radhika Gupta
Guest Column
A checklist for your due diligence requirement
Ritesh Sheth
MF News
Dhairyasheel Patil is the new President of PIFAA
Team Cafemutual
May 14, 2018
Guest Column
What is in a name?
Radhika Gupta
May 12, 2018
MF News
Fund houses reduce minimum application size to attract retail investors
Nishant Patnaik and Padmaja Choudhury
MF News
Now your clients can initiate their SIPs on NSE NMF II
Team Cafemutual
MF News
A single mandate for all fund houses
Nishant Patnaik
May 11, 2018
MF News
Now, no need to carry a laptop while meeting your clients
NSE Feature
MF News
Things advisors need to keep in mind before suggesting AIFs to clients
Shreeta Rege
Business Development
How to be happy and efficient at work and in life
Riya Lakhmani
Ask Us
Best aggressive hybrid mutual funds to invest in 2018
Success Stories
The journey of an IFA who built a monthly SIP book of Rs.1 crore
Shreeta Rege
May 10, 2018
Nivesh Jaagran
Tips to work with couple clients
Kanika Bhargav
Guest Column
Do mutual funds manage their NAV during year-end?
Vijay Mantri
MF News
You can get new schemes information post scheme consolidation on R&Ts
Nishant Patnaik
MF News
MF industry adds over 8 lakh folios in April
Team Cafemutual
MF News
Essel Mutual Fund collects Rs.230 crore in its hybrid fund NFO
Nishant Patnaik
May 9, 2018
MF News
Partial withdrawal in NPS gets easy
Team Cafemutual
MF News
India to become the fourth wealthiest country in the world by 2027: Report
Nishant Patnaik
MF News
MF AUM crosses Rs.23 lakh crore in April
Team Cafemutual
MF News
Six out of 10 SIP accounts stay invested for more than five years
Padmaja Choudhury
May 8, 2018
MF News
Muthoot Finance and Frontline Capital Services to foray into MF business
Nishant Patnaik
Insurance
Your clients can now invest up to Rs.15 lakh in Pradhan Mantri Vyay Vandana Yojana
Team Cafemutual
MF News
BlackRock to exit from DSP BlackRock
Team Cafemutual
May 7, 2018
MF News
HDFC AMC IPO may take some more time for listing
Team Cafemutual
MF News
IDFC MF flagship scheme IDFC Premier Equity Fund is now IDFC Multi Cap Fund
Team Cafemutual
Business Development
Here’s how you can make the most out of a fund factsheet
Shreeta Rege
Business Development
How to make the profile picture work for you on social media
Kanika Bhargav
Success Stories
Meet Ajay Jain who built SIP book of Rs.60 lakh per month in Jabalpur
Riya Lakhmani and Nishant Patnaik
May 5, 2018
MF News
Individual investors account for 37% of overall AUM
Team Cafemutual
MF News
Maharashtra adds Rs.92,600 crore equity AUM in FY 2017-18
Padmaja Choudhury
May 4, 2018
Events
Listen to Warren Buffet live today
Team Cafemutual
MF News
Share of arbitrage funds shrinking, equity inflows get stickier
Padmaja Choudhury
May 3, 2018
Ask Us
Pay your pending tax to cancel GST registration
Nishant Patnaik
MF News
Gopal Agrawal quits Tata Mutual Fund
Nishant Patnaik
MF News
Over 55,000 distributors enter MF industry in five years
Nishant Patnaik
MF News
Average size of retail folio reaches Rs.79,000 in FY 2017-18
Padmaja Choudhury
May 2, 2018
Insurance
Subhash Chandra Khuntia is the new IRDAI chairman
Team Cafemutual
POLL
MORE POLLS
AMCs can pay trail commission to the new distributor if investors initiate transfer of their assets. How will this impact you?
Help me get clients of other distributors who are underserved
Lead to poaching of clients
No significant effect on my business
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