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  • Guest Column

    Should you worry about the recent winding up of schemes?
    The virus claims its first victim in BFSI sector. Should you follow ‘social distancing’ from debt funds? Read on to understand what is happening in the debt fund space and how you should safeguard your clients.
    by Joydeep Sen Apr 24, 2020
    Are you a peacetime CEO or wartime CEO?
    The current situation is like war and you must win it, says Amar Pandit of Happyness Factory.
    by Amar Pandit Apr 20, 2020
    This is how a wise MFD got a HNI family as a client during the lockdown
    Amar Pandit of Happyness Factory shares a case study of an individual mutual fund distributor who has acquired HNI family despite covid-19 lockdown. Read on to find out how.
    by Amar Pandit Apr 13, 2020
    Impact of SEBI’s new valuation metrics on liquid fund NAV
    Mark to market valuations of all debt securities irrespective of the maturity will make liquid funds little more volatile, says Joydeep Sen.
    by Joydeep Sen Apr 9, 2020
    ‘Frog in the boiling water’
    Volatility of stock prices is like boiling water – if you put the frog in boiling water, he jumps out, writes Amit Trivedi, Author and Trainer.
    by Amit Trivedi Apr 6, 2020
    An effective way to handle panicky clients in trying times and even get referrals
    Your real value is not shown in bull markets but in tough times like these.
    by Amar Pandit Mar 30, 2020
    A message for your clients in these trying times
    A few thoughts as an investor and industry person on the current situation.
    by Kailash Kulkarni Mar 26, 2020
    Should you buy when market tumbles?
    Extreme market movements are result of herd behavior. The crowd oscillates like a pendulum between manic highs and depressive lows.
    by Nimesh Chandan Mar 24, 2020
    The world is not going to end
    by E A Sundaram Mar 15, 2020
    Seven tips to deal with women clients
    This Women’s Day, let us take pledge to make women clients financially independent.
    by Sapna Narang Mar 7, 2020
    ‘Coronavirus outbreak: India can fancy its chances as an alternative to China in global economy’
    Following the outbreak of coronavirus, global supply chains will have to readjust, and manufacturing should shift away from China to other countries.
    by Navneet Munot Mar 3, 2020
    A checklist for advisors to set up anti mis-selling practice
    Currently, the regulator is closely watching financial advisors to check mis-selling practices.
    by Jimmy Patel Jan 28, 2020
    Why it makes sense to shun hybrid funds
    Investors should invest in a combination of equity funds and debt funds instead of hybrid funds. Here is why.
    by Joydeep Sen Jan 25, 2020
    Say no to retirement planning and yes to financial freedom
    Let us see why it makes sense to change our pitch from retirement planning to financial freedom.
    by Vinayak Sapre Jan 20, 2020
    Risk profiling is even more critical for advisors
    Ethics and upholding high fiduciary standards is the cornerstone of the financial advisory business.
    by Jimmy Patel Jan 17, 2020