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Bal Nivesh

Child plans: Top mistakes your clients make
Here are a few pitfalls you need to look out for and avert when you encourage your clients to invest for their kids.
by Daya R Mar 15, 2017
Child plans: Untapped opportunity for IFAs
A five-minute guide on how IFAs can benefit from planning for the future of their client’s children.
by Daya R Feb 7, 2017
Ways to educate client’s children about financial planning
Youth today are the biggest consumers. Most of them spend their pocket money on fashion or technology.
by Team Cafemutual Dec 28, 2016
Mutual funds gaining popularity as preferred investment avenue for children’s future
Popularity of mutual funds as the most preferred investment avenue for children’s future has grown to 27% in 2014 from 18% in 2013, shows a survey conducted by ING Vyasa Bank.
by Team Cafemutual Oct 18, 2016