Guest Column

‘Markets hitting new highs tells only half the story’

Large number of stocks yet to participate in the rally.

by Atul Kumar Jan 13, 2020

‘Incremental money is gradually moving into select midcap names’

Many mid and small caps where second quarter earnings were good showed decent investor interest.

by Harsha Upadhyaya Jan 13, 2020

5 things for IFAs to do in 2020

Here is how IFAs can kick-off 2020.

by Jimmy Patel Jan 8, 2020

Person of the year 2019

Like every year, there were several contenders.

by Navneet Munot Jan 2, 2020

Make your clients’ payday, their SIP day

If financial advisors counsel investors/clients to make their payday, the SIP day, it can go a long way.

by Jimmy Patel Dec 16, 2019

Fallacy of using index PE multiple as a valuation benchmark

Fair value approach is the directionally correct and consistent approach to make judgements on market valuation.

by Vinay Paharia Dec 12, 2019

Solutions to common challenges faced by IFA community

Rajan Pathak who has been in the financial industry for more than 25 years shares his thoughts on the most common problems that IFAs face.

by Rajan Pathak Nov 29, 2019

India and the ESG challenge

Navneet Munot, CIO of SBI MF elaborates on the need to integrate ESG considerations into investment analysis.

by Navneet Munot Nov 27, 2019

What accounts for the investor interest in debt in October 2019?

Read on to find what is driving the debt markets and what you should recommend to your investors

by Jimmy Patel Nov 18, 2019

Tips on how to retain clients

Read on to find out how to keep your clients happy and satisfied.

by Tata MF's Simply Simple Nov 18, 2019

Meet 10 types of mutual fund investors

These categories of mutual fund investors based on investment process, behavioral traits and knowledge level.

by Sougata Basu Nov 18, 2019

Do you really know about real inflation?

Inflation rate declared by the Government of India is not personal inflation.

by Rishabh R. Adukia Nov 13, 2019

How to position your client’s portfolio with Sensex at a record-high

Core holdings should form a major portion of the mutual fund portfolio and ideally should consist of a large-cap fund, multi-cap fund and a value style fund.

by Jimmy Patel Nov 11, 2019

Why having your own mobile app is important

Having your own mobile app can help you get new clients and reduce operational cost.

by Ritesh Sheth Nov 7, 2019

Here is how you can ‘Excel’ your advisory business

The article lists out some of the commonly used Excel functions in financial advisory.

by Anoop Nasa Nov 5, 2019

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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

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