Guest Column

Here’s how MFDs are embracing regulatory changes and technology to drive inclusion.

Currently, just as there is inequality at an individual level, there has been increasing polarization in stock markets too with a select few stocks accounting for a disproportionate share of overall market cap.

A sustained expansion on the back of right ambition and execution is critical for turning the tide in favour of equities over the next decade.

Here is the interpretation of SEBI RIA regulations by Aakash Bansal of Mercury Finance.

We are in the midst of India's worst economic crisis but stock markets are near all-time highs.

Both fixed income and equity ULIPs are more tax efficient than debt funds, equity funds, direct equity PMS and AIFs.

In the post-covid world, more independent financial entrepreneurs, who are more digital led, collaborative and addressing a wider range of potential customers.

Understanding the AMFI circular on transfer of assets.

The magnitude of benefit to the real economy will depend on the virus situation and the extent to which the economy is open both officially but more importantly in terms of actual people behavior.

Why guaranteed return products offered by life insurers deserve a place in clients’ investment portfolio.

If you simply do what you did pre COVID-19 and call ‘zoom interaction’ a virtual client experience, chances are you won’t find the level of success.

Risk management often allows to eliminate the potential risk involved and provides ways to diversify the investment options depending on the goals of investors.

Arbitrage funds: It is important to understand the positioning.

The world has moved to digital communication due to coronavirus pandemic. In such a situation, individual MFDs should equip themselves with effective communication skills to strengthen their relationship with clients.

Investors who have continued their SIPs in the hope of reaching their financial goals soon have been affected due to sharp decline in the market. Hence, it is better to recommend clients to shift their corpus to low risk funds and make incremental contribution to the new funds.