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Guest Column

The New Financial Advisor World Order – SEBI Investment Adviser Regulations 2013
SEBI has finally released the much awaited regulations for Investment Advisers (IA) after a slew of other regulations to combat mis-selling in markets and related services.
by Biharilal Deora Jan 30, 2013
Lessons from Chinese bamboo for equity investments
Equity investment is like sowing a Chinese bamboo tree which grows only after 5 years 3 months
by Jigar Parekh Jan 21, 2013
Life after death
Malhar Majumder, Executive Director, Fine Advice shares the importance of creating a succession plan for clients.
by Malhar Majumder Dec 9, 2012
It is your EQ and not your IQ that will determine your success
Brijesh Damodaran, Founder and Managing Partner, Zeus WealthWays takes you through the important role played by Emotional Quotient (EQ) in an advisor’s success
by Brijesh Damodaran Nov 26, 2012
What does a distributor want from a manufacturer?
Ritesh Sheth of Tejas Consultancy presents his charter of expectations from fund houses
by Ritesh Sheth Oct 31, 2012
Financial awareness among Indians – miles to go…
Sunil Mishra, CEO, Karvy Private Wealth draws some useful and relevant insights for all financial planners and advisors from a VISA International survey on financial awareness
by Sunil Mishra Aug 28, 2012
What the Bhagavad Gita can teach IFAs about motivation
Shifali Satsangee of Funds Vedaa digs deep into the Bhagavad Gita and finds that it can be a great guide for motivation.
by Shifali Satsangee Jun 25, 2012
Advisors should not neglect their own personal finances!
While advisors are busy creating financial plans for clients, they should ensure that they do not neglect their own personal finances. Mumbai-based financial planner Melvin Joseph recounts this true story.
by Melvin Joseph Jun 11, 2012
Dilshad Billimoria of Dilzer Consultants illustrates the benefits of Value Cost Averaging over Rupee Cost Averaging (SIP).
Dilshad Billimoria of Dilzer Consultants illustrates the benefits of Value Cost Averaging over Rupee Cost Averaging (SIP).
by Dilshad Billimoria Jun 3, 2012
Unshackle the MF industry, simplify cumbersome procedures
A number of steps need to be taken to simplify various procedures which are bogging down the industry, says Pune-based advisor Hemant Shah.
by Hemant S Shah May 22, 2012
11 key attributes that define an effective financial advisor
How you can boost your business and develop long-lasting client relationships.
by Dilshad Billimoria May 1, 2012
Liquid Funds: A simpleton that we conveniently ignore at our cost!
Rajesh Krishnamoorthy, MD, iFAST Financial India, shares an interesting perspective on how your investors can make the most of liquid funds.
by iFAST Financial India Mar 28, 2012
Lessons from a jungle safari for the advisor
Amit Trivedi, Karmayog Knowledge Academy, went for a jungle safari recently and realized that given the similarities between the jungle and financial markets, advisors can learn a trick or two.
by Amit Trivedi Mar 27, 2012
A single trading platform for debt & equity would lead to increased penetration: Sandesh Kirkire
Sandesh Kirkire, CEO, Kotak Mutual Fund says that there is a need for consolidated trading platform for equity and debt asset classes; operating within a single (or a coordinated) regulatory framework to increase penetration the retail investors segment.
by Sandesh Kirkire Mar 12, 2012
‘Running a marathon is similar to meditation where you shut out the outside world’
Vikaas Sachdeva, CEO, Edelweiss Mutual Fund recounts his experience of running the Mumbai Marathon.
by Vikaas Sachdeva Jan 18, 2012