Guest Column

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 15, 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

Beware of framing, as it affects behavior

Let us look at the concept of framing bias.

by Amit Trivedi Jan 18, 2018

Emerging opportunities for distributors and AMCs in 2018

Manish Mehta, National Head – Sales & Distribution Alliance, Kotak Mutual Fund, pens down his views on how 2018 will be for distributors and mutual funds.

by Manish Mehta Dec 31, 2017

What the Indian investor wants from his advisor

The relationship between a client and his financial advisor is almost sacred and is purely fiduciary in nature.

by Radhika Gupta Dec 31, 2017

Habits of successful financial advisors

Most financial advisors and mutual fund distributors recommend their clients to start investing once they identify their life’s goals. Why should it be any different for the financial advisors?

by Amit Trivedi Dec 27, 2017

POLL

MORE POLLS

AMCs can pay trail commission to the new distributor if investors initiate transfer of their assets. How will this impact you?

Help me get clients of other distributors who are underserved

Lead to poaching of clients

No significant effect on my business

EVENTS FORUMS