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March 2019
April 20, 2019
Guest Column Seven tips to increase client wallet share
Tata MF's Simply Simple
MF News HDFC, ICICI Prudential and Reliance are the top three fund houses in equity AUM
MF News Impact of upfront commission ban: Industry sees 13% decline in new individual ARN registration
Nishant Patnaik
April 19, 2019
MF News MFD Universe raises concern over ‘misleading’ ads of direct plan sellers
Team Cafemutual
Guest Column ‘Remember, FMPs are supposed to hold securities that mature before redemption date’
Joydeep Sen
MF News Why advisors should consider recommending NCDs to clients
Team Cafemutual
NFO News NFOs now open on April 19
April 18, 2019
Guest Column Perfecting the art of first client meeting
Tata MF's Simply Simple
MF News Sunday is the last day to send feedback on SEBI SRO consultation paper
Nishant Patnaik
MF News SIP contribution on a rise, grew 38% in just a year
Shreeta Rege
Principal Times Principal Small Cap Fund - NFO
Principal Times
April 17, 2019
MF News ‘Investors, trust your financial advisors’
Shreeta Rege
Tarraki Corner Rohtak IFA Vinay Goel initiates 258 SIPs in one day
Shreeta Rege
Edelweiss Insights Five nudges that will help advisors manage investors effectively
Radhika Gupta
April 16, 2019
MF News ‘Distributors will have to transfer their entire assets, partial transfer of AUM is no longer allowed’
Nishant Patnaik
MF News Effective yield of upto 10.51% on JM Financial Products Limited NCD Issue
JM Financial Feature
Events PIFAA’s IAP sees investor participation across the globe
Shreeta Rege
MF News Tripura, Himachal Pradesh and Chhattisgarh love equity funds
Sridhar Kumar Sahu
MF News ITI MF to debut with liquid fund and multi-cap fund NFOs
Team Cafemutual
April 15, 2019
MF News AMCs cannot spend IAP corpus on distributors’ clients: SEBI
Nishant Patnaik
Principal Times Small cap can grow mighty with time, says Principal MF
Principal Times Feature
April 14, 2019
MF News Update clients’ mobile number and email id before June 1: AMFI
Nishant Patnaik
Insurance A step-by-step guide for agents to switch insurers
Team Cafemutual
Guest Column Advice Zaroori hai: Value of investment advice is immense
Amit Nafde
April 12, 2019
Tarraki Corner Four IFAs narrate their stories in Meri Kahani Meri Zubani
Team Cafemutual
MF News We will recommend only short-term funds: MF distributors
Team Cafemutual
MF News HDFC MF and Reliance MF FMPs too have exposure to Zee backed securities
Shreeta Rege
April 11, 2019
MF News SEBI asks AMCs to set up technology committee to review cyber security
Team Cafemutual
Insurance Insurance claim settlement to become more transparent
Sridhar Kumar Sahu
MF News Most large schemes have partially absorbed the reduction in TER cut
Nishant Patnaik
April 10, 2019
MF News Kotak MF assures investors of repaying FMP proceeds after recovering Essel dues
Shreeta Rege
MF News NJ India applies for mutual fund license
Sridhar Kumar Sahu
MF News A help desk that will resolve your GST, KYC related queries
Team Cafemutual
April 9, 2019
Edelweiss Insights Edelweiss MF celebrated ‘Financial Advisor’s Day’ on March 31, 2019
Team Cafemutual
MF News Forget about TER, this fund actually pays investors to invest
Nishant Patnaik
MF News Aditya Birla MF offers insurance coverage on debt SIPs
Team Cafemutual
MF News Industry adds over 1 crore folios last fiscal
Team Cafemutual
April 8, 2019
Business Development Succession planning: You owe it to your family, clients and team, says Amit Trivedi
Team Cafemutual
MF News MFs have weathered the volatility in markets well, says AMFI CEO NS Venkatesh
Shreeta Rege
Events 1300 investors participate in Amravati IFA association IAP
Team Cafemutual
April 7, 2019
MF News Transactions with missing or invalid PIN are considered T30
Nishant Patnaik
MF News FPSB US terminates contract of FPSB India
Shreeta Rege
Business Development Clients are smarter than us, says Karan Bhagat
Team Cafemutual
April 5, 2019
MF News Transaction in mutual funds, direct stocks to cost more
Nishant Patnaik
Business Development ‘The train has left the station, either hop on or stay behind’
Shreeta Rege
Insurance Five online portals quit insurance distributors business
Team Cafemutual
April 4, 2019
MF News AMFI revises AUM transfer norms for distributors
Nishant Patnaik
MF News CAMS launches a single statement for all ELSS transactions
Team Cafemutual
MF News RBI cuts repo rate; what should you recommend to your clients
Sridhar Kumar Sahu
Guest Column Servicing rural clients gave me more joy than a paycheck
Kiran Bharde
April 3, 2019
MF News HDFC, ICICI Prudential and SBI are the top three fund houses in FY 2018-19
Sridhar Kumar Sahu
MF News FIFA urges AMCs to absorb cost of TER reduction
Nishant Patnaik
Edelweiss Insights Top reasons to hire a financial advisor, today!
Edelweiss Feature
April 2, 2019
MF News ‘SBI MF is the leader in equity assets’
Team Cafemutual
MF News Rajiv Shastri quits Essel MF
Team Cafemutual
MF News SRO for MF distributors and RIAs soon
Nishant Patnaik
April 1, 2019
MF News New TER slabs implemented from today
Team Cafemutual
MF News AMFI seeks clarification from SEBI on payment of withheld commission
Nishant Patnaik
MF News Himanshu Vyapak to quit Reliance Nippon Life MF
Nishant Patnaik
MF News Apna time aa gaya hai, aur chalta rahega, says Prem Khatri
Team Cafemutual
MF News Equity market commentary – what to expect in April
Team Cafemutual
MF News Fixed income market commentary – what to expect in April
Shreeta Rege
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After the recent correction, is it advisable to invest in small cap funds?
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