Here are the key highlights of the latest episode of ‘Smart Investing’, where Vidya Bala, Founding Partner & Head, Research and Product, PrimeInvestor shared with us some practical advice on portfolio monitoring.
Get an expert, क्यूंकि जिसका काम उसी को साजे, दूजा करे तो ठेंगा बाजे (Professionals can do extremely well at their work, if you are not an expert, you better leave to one).
Through a video campaign, Franklin Templeton Mutual Fund CEO Sanjay Sapre and sales leadership team of Avnish Bhatnagar, Mohit Sharma and Sanjay Patni highlight the fund house's strengths in India and thank investors for standing with them during tough times.
At a recently held Cafemutual Confluence Investment Conference 2021 (CCIM 2021), the renowned author Harold Pollack believes that advisors/MFDs offer great value. However, they should focus more on planning clients’ goals instead of picking up funds for them.
In FY21, their revenues were Rs 1,043 crore and Rs 915 crore respectively, shows Care Advisory Research and Training report presented by Anand Rathi Wealth in its draft IPO prospectus.