Importance of average maturity while choosing debt funds for your clients
You need to consider the investment horizon as the starting point and align it with the average maturity of the fund to ensure that it is in line with your client’s time horizon and risk profile.
by Kishorkumar Balpalli Oct 18, 2016
‘I ran my first half marathon at the age of 40’
Running helps me take better decisions and have a very healthy work life balance.
by Vikaas Sachdeva Oct 14, 2016
Distributor or RIA?
If you feel that the adviser model is not viable for you then you may keep functioning as a distributor focussing on mutual funds only without digressing into the advisory route.
by Kishorkumar Balpalli Oct 7, 2016
How can IFAs build a robust retail business
Retail fund distribution is undergoing a structural change. Opportunities are plentiful and distributors need to provide a comprehensive solution catalogue in alignment with the needs of customers.
by Suraj Kaeley Oct 7, 2016
Is money management a profession or business?
If one sees this activity as a profession rather than a business, one will be more likely to have the best intention and interest of the client in mind.
by Neil Parikh Oct 6, 2016
How to create an IFA Inc.?
Small and large IFAs must come together and corporatize themselves into a single, united business entity.
by Nilesh Shah Oct 3, 2016
Managing volatility will draw investors towards MFs
To increase investor confidence in MFs, we have to manage volatility. If we achieve this, there will be no reason for investors to stay away from MFs.
by S. K. Bagaria Sep 1, 2016
7 strategies for organizing effective investor awareness programs
Through IAPs, an adviser gets to address a group of investors.
by Sadique Neelgund, Founder & CEO, Network FP Aug 17, 2016
‘Do not fear direct plans or commissions disclosure’
Srikanth Matrubai of Sri Kavi Wealth, bestowed the Samman Award recently at the MFRT Conference, cites the interesting evolution of cab services to show how IFAs can tackle the competition from direct plans. Read on.
by Srikanth Matrubai, CEO, Sri Kavi Wealth Aug 11, 2016
How to discuss succession with your clients
If you are wondering how to ease the nerves of your clients while you talk about the grim reality of life, we have a couple of tips to help you bring up the conversation on wills in a subtle way.
by Karishma Choksi, Founder, CEO, CCC WillEffect Jul 15, 2016
Your Daily Morning Checklist
The To Do list is great at telling you what you need to accomplish today, or what your priorities were yesterday.
by Stephen Wershing Jun 10, 2016
No more elevator pitches - start using a positioning statement
I suggest this because you may think an elevator pitch is something that a salesperson uses. Because you are uncomfortable selling your services.
by Stephen Wershing Jun 6, 2016
How SEBI is killing financial inclusion
Regulators are meant to sift through the bad apples and throw them out. Not destroy the industry.
by Vivek Law May 30, 2016