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Financial Planning

‘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
How to tailor advice to men and women differently?
Women of all ages approach an advice relationship more cautiously than men.
by Team Cafemutual Aug 5, 2016
Thinking about money can have a negative impact on health: study
This is most pronounced for individuals with low financial literacy and more so for women in terms of their emotional health, physical health and overall satisfaction with life.
by Team Cafemutual Aug 2, 2016
More than performance, investors seek knowledge from advisers
Investors want to become smarter and better informed about how investing and markets work, finds a Natixis study.
by Team Cafemutual Jul 21, 2016
Investors want advisers to look beyond investment recommendations: Report
Even as robo advisers are touted as the industry’s great disruptor, investors still value personal relationships with financial advisers, shows a Natixis AMC survey.
by Team Cafemutual Jul 20, 2016
7th Pay Commission, a bonanza for MF distributors?
Financial advisors are optimistic that at least 10-15% of the total Rs. 1.2 lakh crore outlay can flow into mutual funds.
by Banali Banerjee Jun 30, 2016
What Brexit panic? MF investors invest more
Advisors say that many of their clients called them to make additional investments in equity funds.
by Banali Banerjee Jun 28, 2016
‘My father advised me to follow my instincts’
Advisors share their closest memories of their fathers.
by Banali Banerjee Jun 17, 2016
What these CIOs learnt from their fathers
Some of the top CIOs share their closest memories of their fathers.
by Ravi Samalad Jun 17, 2016
‘My dad offered me a loan of 400 to buy a bicycle’
To mark the occasion of Father’s Day, we asked a few IFAs what they learned from their fathers about money and investing.
by Banali Banerjee Jun 17, 2016
How to deal with tough clients
A whitepaper by Wells Fargo Advantage Funds shares useful tips for advisors on how to deal with tough clients.
by Team Cafemutual May 26, 2016
How can you create client personas?
A client persona goes much deeper into identifying specific traits, characteristics and other ways in which this person is influenced when making decisions.
by Team Cafemutual May 26, 2016
43% Indians wish to invest more: Survey
The Principal Financial Well Being Index 2015 survey measured the concerns, attitudes and behavior of Indian households related to financial security.
by Team Cafemutual May 13, 2016