Redeeming investments and borrowing from friends are top ways to cope with exigencies: Principal Study
A research conducted by Principal Retirement Advisors shows that only 28% respondents had some kind of emergency corpus available with them.
by Ravi Samalad Feb 11, 2015
80 percent investors make investment decisions instinctively: Natixis 2014 global survey
60% of investors do not have clear financial goals and 70% don’t have a plan in place to reach what goals they have.
by Ravi Samalad Dec 8, 2014
Should an advisor hire another advisor to manage his own finances?
Though the concept is alien in India, the practice is catching up globally.
by Fouzia Oct 8, 2014
Succession planning is not taken seriously in India, say advisors
Offering succession planning services can add a lot of value to clients while opening up a new revenue stream for advisors.
by Fouzia Sep 1, 2014
Performance or better experience, what matters to clients most?
Does better portfolio performance result in better client experience?
by Ravi Samalad Aug 4, 2014
70 percent of Indian parents want to invest for their child’s education: HSBC study
Financial advisers say that clients consider child education as a key financial goal.
by Nishant Patnaik May 23, 2014
Ameriprise Financial shuts its financial planning division in India
The company has cited poor prospects of growth in fee-based advisory services for shutting down its operation.
by Team Cafemutual May 5, 2014
‘Our aim is to educate and empower financial planners’
B. Srinivasan, President of Council of Financial Planners talks to Cafemutual about the origins of this association, its activities and its future plans.
by Ravi Samalad Mar 29, 2014
How to diversify smartly?
Diversification appears straight forward but has many nuances to it. Here's how to get it right.
by Content Team, Fundsupermart Jul 11, 2013
FPG is an exclusive club of financial planners: Suresh Sadagopan
Suresh Sadagopan, President of The Financial Planners Guild, India talks about the association’s objective, future plans and more.
by Nishant Patnaik Jun 17, 2013
Life cycle planning
While working on a comprehensive plan for your clients, it is important to factor in all aspects of life cycle.
by Nishant Patnaik Apr 26, 2013
Making the annual review work for your clients
Dilshad Billimoria of Dilzer Consultants explains the importance of annual review with your client.
by Dilshad Billimoria Mar 30, 2013
Only empowered advisors can empower consumers: Rajiv Bajaj
Rajiv Bajaj, Sundeep Sikka, Anup Bagchi, Suresh Mahalingam and Pankaj Mathpal shared their views at the FPSB Financial Planning Congress on the topic ‘Aiding Business Progression through ‘Consumer Empowerment’. Edited excerpts…
by Team Cafemutual Jan 17, 2013
Network FP Annual Conference 2012 gets bigger and better
Network FP Annual Conference modeled on the popular FPA conference held in USA ends on December 7th.
by Team Cafemutual Dec 5, 2012
Don’t be fooled by averages
Go beyond statistics and look at the processes and approach in selecting funds for your clients, says Amit Trivedi.
by Amit Trivedi Nov 20, 2012