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Wealth Beats
Articles
A Journey called “Wealth Beats”
Let us find out what Wealth Beats means to advisors.
by Daya Ragunathan Jul 25, 2017
How Surat-based advisor Amit Thakkar built a large equity AUM
From low-income group, to entrepreneurs and HNIs, Amit’s investors come from all walks of life.
by Padmaja Choudhury Jun 14, 2017
The financial cricketer
Discover how advisor Pravin Mutha built large Assets under Advisory by recommending balanced funds, using the cricket analogy.
by Rosevina Gonsalves May 5, 2017
Factsheets
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‘Trail commission is like pension income for distributors’ @klash233 @lntmutualfund
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Top five fund houses account for 57% of the total equity assets
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#IFAs, #banks and #NDs account for 35% of gross inflows in debt funds
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You cannot get #GST refund on the amount you paid so far
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Indeed, Mutual Funds Sahi Hai, but remember Advice bhi Zaroori Hai! #EdelweissInsights @EdelweissAMC @EdelweissFin… https://t.co/I7bifnkL6f