IFAs will have to pass NISM test to distribute NPS
PFRDA has mandated retirement advisers to obtain certification from NISM by passing NISM-Series-XVII: Retirement Adviser Certification Examination to sell NPS.
by Nishant Patnaik Jul 14, 2016
59% Indians are habitual savers, tops globally: Aegon survey
Of the 15 countries surveyed, India has the highest proportion of habitual savers (59%) followed by US (54%).
by Team Cafemutual Jul 8, 2016
Indian companies dependent on advisors for employees’ financial well-being: survey
Employers are concerned about the financial security of their employees and they are dependent on advisors to help them.
by Team Cafemutual Jul 4, 2016
19% Indians rely on professional advice for retirement: Survey
India achieved a retirement readiness rating at 7.3 which is higher as compared to last year’s ranking.
by Team Cafemutual Jun 24, 2016
Indian new generation unlikely to retire comfortably, finds a study
A Willis Towers Watson study titled ‘Understanding and preparing for retirement adequacy in India’ shows that millennials in India feel that they are less likely to be better off when they retire as compared to their parents.
by Team Cafemutual Jun 20, 2016
How advisors can meet the new retirement challenge
A whitepaper on ‘The New Retirement: How advisors are meeting the challenge’ focuses on the issues advisors will face in helping clients achieve a secure retirement and offers insights to overcome these challenges.
by Team Cafemutual Apr 11, 2016
Investors prefer to hire reputed and qualified advisors: Study
58% of people voted for reputation while 56% preferred qualification as the most desirable attributes while choosing an advisor.
by Team Cafemutual Feb 26, 2016
40% of Indians aged 60 years and above are still working: Census
Of the 40% of working people aged 60 years and above, 60% are men whereas 19% are women.
by Team Cafemutual Feb 20, 2016
PFRDA enables Aadhaar based KYC in NPS
New investors can now subscribe to NPS through their Aadhaar cards.
by Team Cafemutual Feb 18, 2016
Women are better prepared for retirement: DBS-Manulife survey
Not only are women more confident, they also save sufficiently to fund their retirement plan, finds a DBS-Manulife survey.
by Team Cafemutual Feb 11, 2016
HDFC MF launches Retirement Savings Fund
The NFO opened for subscription on January 5 and closes on January 19.
by Team Cafemutual Feb 6, 2016
Healthcare expense is the biggest worry post-retirement: DBS-Manulife survey
One in three respondents is not sure about estimating the correct healthcare cost during retirement.
by Team Cafemutual Feb 3, 2016
63% of Indians rely on IFAs for retirement planning: Survey
A survey conducted by DBS-Manulife shows that 89% seek formal advice on retirement planning out of which 63% depend on financial advisors.
by Team Cafemutual Jan 25, 2016
Indians plan for retirement at the age of 40: DBS-Manulife survey
The survey shows that people set aside 26% of their monthly income, an average of Rs. 22,437 to save for retirement.
by Team Cafemutual Jan 25, 2016
HDFC MF gets CBDT nod for its retirement fund
The NFO is expected to open in February.
by Team Cafemutual Dec 29, 2015