Archive

July 2016 September 2016

August 31, 2016

MF News Reliance Nippon MF gets nod to manage CPSE ETF

Ravi Samalad

MF News Don’t close non-FATCA compliant accounts: MoF

Ravi Samalad

MF News IFAs can earn upto 1% commission on fifth tranche of sovereign gold bond scheme

Nishant Patnaik

August 30, 2016

MF News ‘IFAs should focus on cash flows & longevity of assets to get better valuations’

Nishant Patnaik

Success Stories This IFA was earlier an ISRO scientist

Nishant Patnaik

Events 200 IFAs participate in ICAA’s maiden event

Banali Banerjee

Wealthbeats How Rajinder conquered cancer and built 180 crore AUA in MFs

Ravi Samalad

August 29, 2016

MF News Mirae Asset MF appoints Mahendra Jajoo as its Head of Fixed Income

Team Cafemutual

MF News MF industry awaits CBDT go ahead on freezing non-compliant FATCA accounts

Ravi Samalad

August 26, 2016

Insurance ‘Unique identification number can help reduce mis-selling in banks’

Nishant Patnaik

MF News Majority of Indians do not have a retirement strategy

Team Cafemutual

Business Development ‘My first client taught me to be patient’

Banali Banerjee

Guest Column Soft Skills for Finance: Books That Inspire

Heather Packard, CFA

Insurance 76,000 LIC agents call it quits, private insurers add 50,000 agents

Darshita Shah

Tutorials Explaining GST and its impact

Bhavana Acharya, Analyst – Mutual Fund Research, FundsIndia.com

Insurance IRDAI to allow sales representatives to distribute life insurance policies

Nishant Patnaik

August 25, 2016

Success Stories Sanjay Khatri’s Krushna Finserv celebrates 22nd anniversary

Ravi Samalad

MF News SEBI releases FAQs on AIFs

Team Cafemutual

MF News UTI MF appoints Vetri Subramaniam as Group President & Head of Equity

Team Cafemutual

MF News AMFI board could see changes in its forthcoming AGM

Ravi Samalad & Nishant Patnaik

MF News AMFI may approach government on GST

Nishant Patnaik

August 24, 2016

MF News AMFI constitutes a group to discuss possibility of selling stake in MF Utility to BSE

Nishant Patnaik

August 23, 2016

MF News India finds 7th spot in the world’s wealthiest countries: New World Wealth report

Team Cafemutual

Insurance EY recommends leveraging digital technology to increase insurance penetration

Team Cafemutual

Insurance Max Bupa Health Insurance partners with Sarva U.P. Gramin Bank in UP

Team Cafemutual

Tutorials Mirae Asset: New China: The Chinese Consumer

Mirae Asset Knowledge Academy

MF News LIC MF ties-up with Corporation Bank for distribution of mutual fund products

Team Cafemutual

Business Development ‘Stick to the business for the first 1000 days’

Banali Banerjee

August 22, 2016

Wealthbeats How Shiva Prasad Konduru uses social media to develop business

Ravi Samalad

Insurance IRDAI to reach out to government on GST

Nishant Patnaik

Insurance Lessons to learn from Pradhan Mantri Jeevan Jyoti Bima Yojana (PMJJBY)

Nishant Patnaik

MF News Dilip Kumar Mandal is the new CEO of IDBI Mutual Fund

Ravi Samalad

MF News FT announces dividend in Franklin India High Growth Companies Fund

Team Cafemutual

August 20, 2016

MF News HNI folios and assets rising faster than retail

Ravi Samalad

MF News PFRDA to reconsider commission structure of NPS distributors

Nishant Patnaik

Business Development HNIs prefer using Facebook to communicate with their advisers: Spectrem report

Team Cafemutual

MF News Now, a marketplace for IFAs to buy and sell their advisory business

Nishant Patnaik

August 19, 2016

MF News ‘Mid-caps may see some correction in the near term’

Ravi Samalad

Business Development Clients consider ‘trusted referral’ as the primary reason for choosing financial adviser

Team Cafemutual

August 18, 2016

Success Stories “People were shocked that I was talking about MFs and not insurance”

Banali Banerjee

Wealthbeats How IFAs use technology to enhance service, and grow business

Ravi Samalad

August 17, 2016

MF News Foreign investors consider India as an attractive investment destination: PwC

Team Cafemutual

MF News ‘PFRDA is disappointed with the performance of annuity schemes’

Nishant Patnaik

MF News Anuradha Rao is the new MD and CEO of SBI Mutual Fund

Nishant Patnaik

Guest Column 7 strategies for organizing effective investor awareness programs

Sadique Neelgund, Founder & CEO, Network FP

Insurance IRDAI imposes a fine of Rs.35 lakh on Bharti Axa General Insurance

Team Cafemutual

August 16, 2016

Insurance IRDAI to come out with final guidelines on commission structure by October

Nishant Patnaik

MF News AMFI to rerun its diversification campaign

Ravi Samalad

August 13, 2016

MF News PFRDA wants to regulate pension products of AMCs and insurers

Nishant Patnaik

August 12, 2016

MF News AIF AUM doubles in a year, crosses 50,000 crore mark

Ravi Samalad

MF News AMFI considering using part of IAP corpus for new distributor enrollment

Ravi Samalad

Financial Planning Clients want to read articles written by advisers: Spectrem report

Team Cafemutual

MF News MF distributors can now register online on BSE StAR MF platform

Team Cafemutual

Insurance ‘Compensation of agents should be lucrative enough’

Nishant Patnaik

MF News Birla Sun Life launches new SIP campaign

Team Cafemutual

August 11, 2016

Guest Column ‘Do not fear direct plans or commissions disclosure’

Srikanth Matrubai, CEO, Sri Kavi Wealth

Insurance Rajan expresses concern over mis-selling of insurance policies in banks

Team Cafemutual

MF News NSE introduces overnight liquid investment facility

Team Cafemutual

Education India had the third largest number of CFA exam takers in June 2016, globally

Team Cafemutual

Tutorials Emerging Markets Insight Magazine 3Q 2016

Mirae Asset Knowledge Academy

August 10, 2016

MF News SEBI hikes exposure limit to housing finance companies for debt funds to 10%

Nishant Patnaik

MF News Ensure AMCs vote in investee companies, SEBI tells AMC trustees

Team Cafemutual

MF News Dinesh Khara is now managing director of SBI Bank

MF News Time for prudent action: the case of the FATCA declaration

Team Cafemutual

August 9, 2016

MF News Gilt funds have many advantages over direct gilt securities: experts

MF News Equity funds add over 2 lakh folios

Team Cafemutual

MF News B15 assets grow by 25%, reach Rs. 2.42 lakh crore

Ravi Samalad

Tutorials Mirae Asset Flash: India GST

Mirae Asset Knowledge Academy

Events Advisers learn, network and bond at the 8th MFRT conference in Jaipur

Banali Banerjee

August 8, 2016

MF News MF industry AUM at all-time high, crosses Rs. 15 lakh crore mark

Team Cafemutual

MF News UTI Banking Sector Fund declares dividend of 25%

Team Cafemutual

Wealthbeats What helped Bharat Phatak grow his business to serve as advisor to 700 families?

August 6, 2016

Insurance IRDAI penalizes Bajaj Allianz and Shriram General for violating norms

Team Cafemutual

Insurance IRDAI caps salaries of top insurance officials at 1.50 crore

Nishant Patnaik

MF News Average ticket size of retail folio goes up

Ravi Samalad

August 5, 2016

Financial Planning How to select a fund manager?

Financial Planning How to tailor advice to men and women differently?

Team Cafemutual

MF News 53% of retail equity assets stays put for over 24 months

Team Cafemutual

Events Forthcoming CPE Training schedule

Team Cafemutual

Education NISM-Series-XVII: Retirement Adviser Certification Examination

Team Cafemutual

MF News GST Bill: compliance cost may go up for AMCs and IFAs

Nishant Patnaik

August 4, 2016

Success Stories A college principal in Ahmedabad manages 40 crore in MFs

Banali Banerjee

August 3, 2016

MF News ‘SIP inflows will be on par with FII inflows in the next 3 years’

Ravi Samalad

MF News Ultra-HNIs keen to make a difference through impact investing: Kotak Wealth Report

Team Cafemutual

Insurance Don’t force customers to buy insurance: IRDAI to banks

Nishant Patnaik

August 2, 2016

MF News myCAMS wins Best Mobile App Award in Finance category at GMASA 2016

Team Cafemutual

MF News IFAs can avail service tax exemption under Small Service Provider: GOI

Nishant Patnaik

Financial Planning Thinking about money can have a negative impact on health: study

Team Cafemutual

August 1, 2016

Insurance Health insurance policies offered by life insurers to be discontinued: IRDAI

Team Cafemutual

Business Development How should IFAs use social media

Team Cafemutual

Tutorials Mirae Asset Lens 7: India - An Exciting Consumption Story in Asia

Mirae Asset Knowledge Academy

Wealthbeats Being in touch with clients during tough times has helped Anita and Datta

Banali Banerjee

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