Archive

May 2016 July 2016

June 30, 2016

Tutorials Mirae Asset- Analyze your Investor Behaviour

Mirae Asset Knowledge Academy

Business Development Cafemutual Fintech review: NSE NMF II

Nishant Patnaik

MF News Top distributors assets rise, commissions drop

Ravi Samalad

Insurance 95% of Indians are underinsured for any health crisis: BigDecisions survey

Team Cafemutual

June 29, 2016

NFO News BOI AXA launches BOI AXA Mid Cap Equity & Debt Fund

Team Cafemutual

Insurance IRDAI may relax agency norms to sell simple insurance policies

Nishant Patnaik

Financial Planning What Brexit panic? MF investors invest more

Banali Banerjee

June 28, 2016

Business Development ‘Clients are willing to pay fees if you ask them’

Banali Banerjee

MF News 8 IFAs win the VIP pass for Cafemutual Confluence 2016

Team Cafemutual

MF News United Forum to represent IFAs before SEBI, AMFI and Finance Ministry

Nishant Patnaik

June 27, 2016

MF News A few AMCs start disclosing TER of direct and regular plans as part of SEBI diktat

Ravi Samalad

Wealthbeats How Vatsal Shah from Sushil Finance built 500 crore AUA

Ravi Samalad

Success Stories 4 friends leave their cushy jobs to become IFAs, build 250 crore AUA

Banali Banerjee

June 24, 2016

MF News 19% Indians rely on professional advice for retirement: Survey

Team Cafemutual

MF News Most MFs ‘passive’ when it comes to voting in investee companies

Ravi Samalad

Insurance e-insurance policies likely to get cheaper than physical policies

Team Cafemutual

MF News IFAN launches WRAP portfolio for its associates

Team Cafemutual

MF News Brexit not a calamity: Top Indian CIOs

Team Cafemutual

MF News Offshore fund managers may not rush to India after change in permanent establishment norms

Ravi Samalad

Insurance Life insurers record 36 percent growth in new business premium collection in April-May 2016

Team Cafemutual

June 23, 2016

MF News CBDT allows AMCs to accept self-declaration online to comply with FATCA

Nishant Patnaik

Tutorials Mirae Asset – Asia Education: Young, Bright, and Mobile

Mirae Asset Knowledge Academy

Guest Column What Hungry Investors Really Want from Their Financial Adviser

Ron Surz

June 22, 2016

MF News MFs rush to meet FATCA deadline

Nishant Patnaik

MF News Partial withdrawals in PPF allowed after 5 years

June 21, 2016

Events COFP to hold its third annual convention in July

Team Cafemutual

MF News MFs introduce separate plans to deploy unclaimed dividend amount

Nishant Patnaik

Business Development Prove your value proposition through what you deliver

Stephen Wershing

June 20, 2016

Insurance Profits of top 10 life insurers grows marginally in FY15-16

Nishant Patnaik

MF News Indian new generation unlikely to retire comfortably, finds a study

Team Cafemutual

Wealthbeats ‘My aim is to reach Rs. 100 crore AUA in 2016’

Ravi Samalad

MF News Kotak MF Launches Long Term Income facility

Team Cafemutual

MF News FT announces tax free dividend in Franklin India Prima Fund

Team Cafemutual

Business Development 5 surprisingly simple marketing strategies of successful advisors

Team Cafemutual

MF News AMFI requests SEBI to allow commission disclosure only on investor demand

Nishant Patnaik

Insurance Life insurance industry pays Rs. 13,000 crore commission in April-December 2015

Nishant Patnaik

June 18, 2016

MF News SEBI to come out with a consultation paper on PMS and REIT regulations

Team Cafemutual

Financial Planning ‘My father advised me to follow my instincts’

Banali Banerjee

June 17, 2016

MF News L&T Mutual Fund announces launch of eKYC

Team Cafemutual

Financial Planning What these CIOs learnt from their fathers

Ravi Samalad

Financial Planning ‘My dad offered me a loan of 400 to buy a bicycle’

Banali Banerjee

MF News UTI Equity Fund declares tax-free dividend of 28%

Team Cafemutual

Insurance IRDAI removes 2-hour-a-day cap on training for acquiring IMF license

Team Cafemutual

June 16, 2016

Business Development Tips for advisors to plan their succession

Team Cafemutual

MF News ‘Hedge funds can transform India from a developing market to a developed market’

Ravi Samalad

MF News Will sovereign gold bonds pose a threat to Gold ETFs?

Nishant Patnaik

June 15, 2016

MF News Harshendu Bindal to move US to head Franklin Templeton’s global retail business

Team Cafemutual

MF News Pankaj Sharma is the new head of fixed income at DSP BlackRock MF

Team Cafemutual

MF News Prudent launches online MF investing portal FundzBazar for its sub-brokers

Prudent Corporate Feature

June 14, 2016

MF News Tauras MF scouts for new CEO

Banali Banerjee

MF News With 125 million middle income professionals, India has huge potential for robo advice: EY

Team Cafemutual

Insurance Web-aggregators can sell insurance products, proposes IRDAI

Team Cafemutual

Tutorials Mirae Asset – New China: Travel & Tourism

Mirae Asset Knowledge Academy

Business Development Is your website user friendly?

Advisor Websites

June 13, 2016

Wealthbeats Corporatized practice helped Umesh Shukla take his business to new heights

Nishant Patnaik

MF News Prudent launches online MF investing portal fundzbazar for its sub-brokers

Ravi Samalad

MF News UTI Balanced Fund declares tax-free dividend of 5%

Team Cafemutual

June 11, 2016

Guest Column Your Daily Morning Checklist

Stephen Wershing

Insurance IRDAI proposes to float ecommerce platform for selling insurance policies

Nishant Patnaik

Business Development Wealthy investors who work with financial advisors are more optimistic: Survey

Team Cafemutual

MF News Gain insights from the best CIOs in the industry on investing

Team Cafemutual

June 10, 2016

Business Development Building trust to drive referrals

Team Cafemutual

MF News Futurewise launches SEBI RIA compatible software

Team Cafemutual

Tutorials Mirae Asset – New China: E-Commerce

Mirae Asset Knowledge Academy

MF News MF industry adds over 2 lakh equity folios in May

Team Cafemutual

Business Development How can content help you generate leads?

Advisor Websites

MF News SEBI cautions public to deal only with RIAs

Team Cafemutual

June 9, 2016

MF News Investor complaints against AMCs drop by 7% last fiscal

Ravi Samalad

June 8, 2016

MF News Advisors are uniquely positioned to help employers reduce their employees financial stress: Survey

Team Cafemutual

MF News India to become $5 trillion economy by 2025, says Rashesh Shah

Nishant Patnaik

MF News India has 1.20 lakh ultra UHNIs: Cafemutual - EY report

Team Cafemutual

June 7, 2016

MF News Equity funds see net inflows of close to Rs. 5,500 crore in May

Nishant Patnaik

Wealthbeats Building a scalable model for business growth

Ravi Samalad

MF News Cafemutual - EY to unveil wealth management report at CCWM 2016

Team Cafemutual

Guest Column No more elevator pitches - start using a positioning statement

Stephen Wershing

June 6, 2016

MF News Motilal Oswal MF’s equity assets cross Rs. 10,000 crore

Team Cafemutual

June 4, 2016

Business Development Wealth management is one of the least tech-literate sectors: PwC

Team Cafemutual

MF News SEBI nudges fund houses to promote direct plans

Nishant Patnaik

Business Development Simple, one-page business plan for advisors

Stephen Wershing

Insurance HDFC ERGO to acquire L&T General Insurance

Team Cafemutual

MF News Alternative investment funds witness massive AUM growth in FY 2015-16

Nishant Patnaik

MF News SEBI nudges fund houses to reduce costs

Nishant Patnaik

June 3, 2016

Events Wealth Managers looking forward to 35 experts sharing insights and ideas

Team Cafemutual

MF News India Post Payment Bank to distribute mutual funds

Banali Banerjee

MF News The top 15 AMCs add more than 43 lakh folios in FY15-16

Ravi Samalad

June 2, 2016

NFO News SBI MF to launch SBI -ETF gilt fund

Team Cafemutual

June 1, 2016

MF News Use IAP corpus intelligently, SEBI tells AMCs

Nishant Patnaik

Business Development The big question mark: big data analytics

Poonam Bansal

Business Development Wealth managers need to focus on digitalisation, finds a study

Team Cafemutual

Tutorials Top Up your Wealth through SIP Top Up

Mirae Asset Knowledge Academy

MF News SEBI tightens redemption restriction rules

Ravi Samalad

POLL

MORE POLLS

How will the US tariffs impact the Indian economy over one year?

Indian economy will be negatively impacted

There will be little or no impact on Indian economy

Indian economy will be positively impacted

EVENTS