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Guest Column

Seven key traits of ideal advisor
Here is what separates a successful advisor from an unsuccessful advisor
by Vinayak Sapre Jun 13, 2018
SWP or dividends, what should you recommend to your clients?
SWPs are more tax efficient as these are treated as growth plan of mutual funds for tax purposes.
by Karan Datta Jun 11, 2018
Do not compare apples with oranges post scheme merger
AMCs would like to boast long-term track record of their performing schemes post merger.
by Joydeep Sen May 27, 2018
Scheme re-categorisation: short-term pains for long-term gains
The changes will benefit the AMCs, distributors and investors in the long run.
by Lav Kumar May 24, 2018
Must-have digital tools for IFAs
These 14 digital tools will help you manage your business seamlessly.
by Anoop Nasa May 21, 2018
A checklist for your due diligence requirement
Here are some good business practices that will help you comply with regulatory norms on due diligence.
by Ritesh Sheth May 14, 2018
What is in a name?
A few thoughts on scheme mergers and what it means for you.
by Radhika Gupta May 14, 2018
Do mutual funds manage their NAV during year-end?
Putting the NAV manipulation conspiracy theory under the microscope
by Vijay Mantri May 10, 2018
Let us look at scheme consolidation with a close lens
To select schemes, investors will have to look at fund manager credentials, stock selection capabilities, duration and credit management across rate cycles with regard to debt schemes.
by Kunal Valia Apr 20, 2018
How can advisors deal with change?
Change Management in 3 Steps
by Maria Marsala Mar 23, 2018
A letter to the finance minister:
Here are Amit Trivedi’s suggestions to the Union Finance Minister Arun Jaitley on Budget 2018.
by Amit Trivedi Feb 8, 2018
What does Budget 2018 hold for fixed income investors?
It is not as bad as it seems for the bond market.
by Joydeep Sen Feb 3, 2018
Union Budget 2018 - A satirical interview
Here is the Amit Trivedi’s ‘tongue in cheek’ take on Budget 2018.
by Amit Trivedi Feb 3, 2018
With bond yields going north, what should you do?
Recommend short term bond funds to your clients.
by Joydeep Sen Jan 22, 2018
How to sell debt funds when equity is booming
Give day-to-day analogies to promote debt funds among your clients.
by Joydeep Sen Jan 20, 2018