SUBSCRIBE NEWSLETTER

Financial Planning

‘If the initial journey is smooth, investors will stick to equity funds for long’
Kavitha Menon shares how she helped her client who was in a debt trap while Praveen Chhajed brought a conservative client into equity investing even though he had suffered losses in the past.
by Darshita Shah Jan 13, 2017
‘MF investments made it possible for my client to buy her own house’
Srikanth Matrubai says his advice saved the client Rs. 10 lakh on premium while Nisreen Mamaji says her guidance helped her client buy her own flat.
by Darshita shah Jan 13, 2017
‘My client bought two apartments from his MF investments’
Chennai based Alagappan Thenappan’s client has bought two apartments from his MF investments while Karnataka based Anita Kanbargi’s client is enjoying a comfortable retirement life by sticking to her investment plan. They share their client success stories with Cafemutual.
by Darshita Shah Dec 22, 2016
‘MF investments helped my client repay a big loan’
Nashik based Mukesh Chothani narrates how his advice helped his client repay a big loan; Gujarat based Narendra Zinzuvadia shows how his recommendation to switch to debt MFs from bank deposits has helped his client earn better post-tax returns.
by Darshita Shah Dec 19, 2016
The art of presenting a financial plan
A primer on how to articulate the financial plan to your clients.
by Nilesh Soman Dec 16, 2016
NexGen launches estate and succession planning services for IFAs
IFAs can tie up with NexGen to provide estate and succession planning services to their clients.
by Nishant Patnaik Dec 12, 2016
USA is the top choice for child’s education among Indian parents: HSBC
Of the parents surveyed, 58% rated USA as one of their top three destinations from a list of 50 countries for their child’s education.
by Team Cafemutual Nov 25, 2016
How can you help your clients make better financial choices this festive season?
The festive season has begun. So here are a few tips to help your clients manage their money better this festive season.
by Banali Banerjee Oct 7, 2016
‘Only advisers can give their clients holistic solutions’
M S Shabbir and Sachin Kharate share their client success stories.
by Banali Banerjee Oct 5, 2016
‘I was able to switch my client’s money from insurance and real estate to MFs’
Nikhil Thakker and Deepesh Mehta share their clients’ success stories and how their advice has helped them fulfil clients’ financial goals.
by Banali Banerjee Sep 17, 2016
‘I convinced my client to move from real estate to mutual funds’
In this series, we feature interesting case studies of advisers’ clients and what role these advisers played in helping their clients achieve financial freedom.
by Banali Banerjee Sep 14, 2016
‘Recommending closed end funds which offered high commissions was my mistake’
Advisers share their biggest mistakes and what they learned from it.
by Darshita Shah Sep 13, 2016
‘SIP helped my client cover his father’s heart operation cost’
In this series, we feature interesting case studies of advisers’ clients and what role these advisers played in helping their clients achieve financial freedom.
by Banali Banerjee Sep 6, 2016
Clients want to read articles written by advisers: Spectrem report
The study shows that investors are interested in articles and blogs on financial matters and also they look for such articles primarily on social media.
by Team Cafemutual Aug 12, 2016
How to select a fund manager?
With 44 AMCs and more than 3,000 schemes selecting a fund manager can be tall order for distributors. Read on to find out how you should select a good fund manager.
Posted on Aug 5, 2016