Archive

June 2016 August 2016

July 31, 2016

MF News What worked in favour of DSPBR Small & Mid Cap Fund

Team Cafemutual

July 30, 2016

Insurance No commission on portability of health insurance policies

Nishant Patnaik

Business Development 4 steps to acquire clients like a pro

Team Cafemutual

MF News Ultra HNIs have reduced exposure to equities in FY 16: Report

Ravi Samalad

July 29, 2016

Business Development ‘Keep the habit of learning and reading continuously’

Banali Banerjee

MF News MF industry adds close to 57 lakh retail folios in one year

Ravi Samalad

MF News SEBI gives go ahead to 26 new AIFs

Team Cafemutual

MF News 45% of Indian ultra HNIs are from non-metros: Kotak

Nishant Patnaik

July 28, 2016

Business Development How can you be the trusted adviser?

Team Cafemutual

MF News Can e-wallets be a game changer for the MF industry?

Ravi Samalad

July 27, 2016

MF News India has 1.47 lakh ultra HNHs with a combined wealth of Rs.135 lakh crore: Report

Team Cafemutual

MF News YES Bank AMC to start operations within 12 months

Team Cafemutual

MF News India ranks last in retirement preparedness, finds Natixis survey

Team Cafemutual

Tutorials Consistency and Quality of Investment – A premier for financial success

Mirae Asset Knowledge Academy

July 26, 2016

Events Over 700 delegates expected to participate in the 8th MFRT conference in Jaipur

Team Cafemutual

Business Development ‘My first client was a 70-year-old lady’

Banali Banerjee

MF News All you need to know about Central KYC

Ravi Samalad

July 25, 2016

MF News NSE receives bids of over Rs. 100 crore for sovereign gold bond scheme

Team Cafemutual

Insurance Life insurers profit declines marginally in FY 2015-16

Team Cafemutual

MF News AMFI seeks NPCI intervention in helping AMCs migrate to NACH

Ravi Samalad

Wealthbeats Meet Mukesh Dedhia who gave up C.A. to practice financial advisory

Nishant Patnaik

July 22, 2016

MF News Few takers for NPS distribution

Banali Banerjee

MF News India’s HNI population to reach nearly 6 lakh by 2025: Report

Team Cafemutual

MF News MF e-commerce distribution is just an enabler: MF CEOs

Ravi Samalad

Business Development How can IFAs build a SEO friendly website?

Team Cafemutual

MF News There are close to 450 RIAs now

Ravi Samalad

MF News 26 new AIFs awaiting SEBI approval

Nishant Patnaik

MF News Freezed MF accounts doesn’t mean ‘impounding of accounts’, clarifies AMFI

Nishant Patnaik

MF News SEBI asks AMCs, R&Ts and IAs to upload KYC data on central KYC platform

Team Cafemutual

July 21, 2016

Financial Planning More than performance, investors seek knowledge from advisers

Team Cafemutual

Tutorials Mirae Asset: The time for bearishness about China may be ending

Mirae Asset Knowledge Academy

Insurance Claimants need not sign acknowledgment receipt at the time of claim settlement: IRDAI

Nishant Patnaik

Financial Planning Investors want advisers to look beyond investment recommendations: Report

Team Cafemutual

July 20, 2016

MF News One third of HNWI wealth is in liquid assets, great opportunity for advisers: Survey

Team Cafemutual

July 19, 2016

Business Development ‘Misinterpreting client brief was one of my biggest mistakes’

Banali Banerjee

MF News India ranks 3rd among the countries to drive world HNWI wealth growth

Team Cafemutual

MF News 61% Indians want to retire in the next five years, says HSBC survey

Team Cafemutual

July 18, 2016

Insurance Aditya Birla group to float health insurance business

Team Cafemutual

MF News Distributors can now buy sovereign gold bond on NSE MF II platform

Team Cafemutual

Wealthbeats How Delhi’s Madhu Sudan Uppal built 1200 crore AUA in mutual funds

Nishant Patnaik

July 16, 2016

MF News Insurance companies yet to adapt fintech revolution: PWC report

Team Cafemutual

MF News Over 1 lakh crore MF AUM could be at stake if MFs don’t meet FATCA deadline

Ravi Samalad

Insurance 15 new players gets IRDAI license for open architecture model in insurance distribution

Team Cafemutual

July 15, 2016

Guest Column How to discuss succession with your clients

Karishma Choksi, Founder, CEO, CCC WillEffect

MF News How can advisers help clients save for retirement?

Team Cafemutual

Insurance Now, agents can sell Pradhan Mantri Bima Suraksha Yojana through sales representatives

Nishant Patnaik

MF News DSP BlackRock Winvestor Initiative unveils new campaign

Team Cafemutual

July 14, 2016

Business Development ‘One of my client advised me to charge fee’

Banali Banerjee

MF News Central KYC goes live from tomorrow, big boost for MFs

Ravi Samalad & Nishant Patnaik

MF News IFAs will have to pass NISM test to distribute NPS

Nishant Patnaik

July 13, 2016

Business Development Secrets of successful women advisers

Banali Banerjee

MF News AMCs, advisors can breathe easy, SEBI chief rules out TER reduction

Team Cafemutual

MF News SEBI to give direct plan a boost

Team Cafemutual

Tutorials “2016 Emerging Markets Mid-Year Update: Two-Speed Growth in Asia and Emerging Markets”

Mirae Asset Knowledge Academy

Career Advice ‘Work for the benefit of your employees and they will never leave you’

Banali Banerjee

July 12, 2016

Insurance IRDAI inducts two new members in Insurance Advisory Committee

Team Cafemutual

MF News Fund houses rush to launch Gilt ETFs

Ravi Samalad

July 11, 2016

Business Development How well do you articulate your value?

Team Cafemutual

Wealthbeats ‘How Bharat Bagla built 225 crore MF AUM after quitting his first job’

Ravi Samalad

MF News Reliance MF launches instant redemption feature

Team Cafemutual

MF News UTI MF declares dividend under UTI-CRTS

Team Cafemutual

July 9, 2016

Business Development The best advice I ever got

Banali Banerjee

July 8, 2016

MF News 59% Indians are habitual savers, tops globally: Aegon survey

Team Cafemutual

MF News MF AUM stays the same in June

Team Cafemutual

MF News Equity funds add close to 2.50 lakh new folios in June

Team Cafemutual

MF News Bank sponsored AMCs leverage affiliates to tap customers

Ravi Samalad

Business Development Make your client the hero

Stephen Wershing

MF News Vishal Kapoor is the new CEO of IDFC MF

Team Cafemutual

July 7, 2016

Insurance Low insurance penetration reflects large untapped potential: Credit Suisse

Team Cafemutual

Business Development Useful tips to attract new clients through LinkedIn

Team Cafemutual

Tutorials Mirae Asset – Indian Infrastructure: Roads, Rails, and Ports infographics

Mirae Asset Knowledge Academy

July 6, 2016

Business Development 'Taking women clients for granted was my mistake'

Banali Banerjee

July 5, 2016

MF News Top 10 fund houses record healthy growth in assets during June quarter

Team Cafemutual

MF News ‘When the sentiment is good, all MF schemes produce positive returns’

Ravi Samalad

July 4, 2016

MF News PSU banks gaining traction in MF distribution

Team Cafemutual

MF News LIC MF ties up with Cosmos bank to distribute MFs

Team Cafemutual

MF News Indian companies dependent on advisors for employees’ financial well-being: survey

Team Cafemutual

Wealthbeats ‘None of my clients panic when the markets correct’

Ravi Samalad

MF News UTI Dividend Yield Fund declares tax-free dividend of 5.50%

Team Cafemutual

July 2, 2016

Business Development What advisors learned from their mistakes

Banali Banerjee

MF News FIFA suggests that service tax invoices should be accepted at R&T offices

Team Cafemutual

MF News Debt MFs exposure to downgraded debt securities has gone up: RBI

Team Cafemutual

July 1, 2016

Insurance IRDAI imposes Rs.10 lakh penalty on Max Life Insurance

Team Cafemutual

MF News Waterfield Advisors AUA crosses US D 1 billion

Team Cafemutual

Insurance Now, agents can sell crop insurance policies through sales representatives

Nishant Patnaik

MF News Seventh pay: fund managers divided over which category of fund will benefit most

Nishant Patnaik

Financial Planning 7th Pay Commission, a bonanza for MF distributors?

Banali Banerjee

MF News Top 500 distributor commissions drops due to upfront cap

Ravi Samalad & Nishant Patnaik

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