Archive

August 2016 October 2016

September 30, 2016

Insurance IFAs can charge an advisory fee of up to Rs. 1,000 from NPS subscribers

Team Cafemutual

MF News Distributors brace up for commission disclosure

Ravi Samalad

MF News How will the commissions be calculated in CAS?

Ravi Samalad

September 29, 2016

MF News AIWMI forms an association of Alternative Investment Funds

Team Cafemutual

MF News LIC MF ties-up with Karnataka Bank for distribution of MF products

Team Cafemutual

September 28, 2016

Business Development Are you using #hashtags the right way?

Banali Banerjee

MF News Commission disclosure will help increase transparency: U K Sinha

Nishant Patnaik

Business Development ‘Clients trust women advisers more than men’

Banali Banerjee

MF News SEBI wants AMCs to promote direct plans

Nishant Patnaik

September 27, 2016

Insurance 51% of health insurance policyholders are underinsured: Apollo Munich survey

Team Cafemutual

MF News Household investments in equities jumps by 72% last fiscal: RBI

Darshita Shah

MF News Three new faces join AMFI board

Nishant Patnaik

MF News We are not against distributors: U K Sinha

Nishant Patnaik

September 26, 2016

Wealthbeats On boarding clients through debt funds has been Shiney’s success mantra

Banali Banerjee

September 24, 2016

MF News SEBI to revisit exemption provided to MF distributors to register as RIA

Team Cafemutual

MF News Now create financial plans, execute transaction for your clients at a click!

Banali Banerjee

Tutorials All you want to know about unified payment interface (UPI)

Darshita Shah

September 23, 2016

MF News ICICI Prudential AMC wins mandate to launch CPSE ETF

Team Cafemutual

Insurance ‘Open architecture in insurance distribution will help reduce mis-selling’

Nishant Patnaik

Business Development ‘Failure is necessary to taste success’

Darshita Shah

Insurance IRDAI imposes a fine of Rs.10 lakh on SBI Life

Team Cafemutual

September 22, 2016

Insurance Central KYC will be a game changer for the financial services industry: Vijayan

Nishant Patnaik

Business Development ‘Women make better advisers’

Banali Banerjee

September 21, 2016

MF News Key highlights of Cafemutual EY report

Team Cafemutual

MF News Direct plan details will not be reflected in CAS

Team Cafemutual

MF News Disclose absolute commissions of distributors in CAS: SEBI

Team Cafemutual

MF News Big data and robo-advisers are disrupting the Indian MF industry: EY-Cafemutual report

Team Cafemutual

MF News MF stars land at Cafemutual Confluence 2016

Team Cafemutual

MF News ‘India has an edge over other countries among the emerging markets’

Nishant Patnaik

September 20, 2016

Wealthbeats The journey from an investor to adviser

Nishant Patnaik

Business Development ‘Don’t start a conversation with investor with products’

Darshita Shah

MF News AMFI receives 7 fresh nominations for Board elections

Nishant Patnaik

September 19, 2016

MF News UTI Balanced Fund declares tax-free dividend of 6.5%

Team Cafemutual

September 17, 2016

Insurance ‘Agents should leverage PoSPs to expand their footprint’

Nishant Patnaik

Success Stories A theater actor turned financial adviser

Darshita Shah

Financial Planning ‘I was able to switch my client’s money from insurance and real estate to MFs’

Banali Banerjee

Success Stories What made them quit their profession to become IFAs

Banali Banerjee

Insurance IAC to submit its recommendations to IRDAI on new commission structure soon

Nishant Patnaik

Business Development ‘No client is big or small’

Darshita Shah

September 15, 2016

Financial Planning ‘I convinced my client to move from real estate to mutual funds’

Banali Banerjee

Business Development The best advice I ever got

Darshita Shah

MF News AMFI to hold AGM on September 26

Nishant Patnaik

MF News R&Ts start providing direct feed data to RIAs

Ravi Samalad

MF News Equity funds add over 3 lakh folios in August

Team Cafemutual

Business Development ‘Asking for fee from clients is not a sin’

Banali Banerjee

September 14, 2016

MF News Birla SunLife MF launches FinGo Partner app for distributors

September 13, 2016

MF News 67% employers suggest making NPS compulsory: survey

Team Cafemutual

Financial Planning ‘Recommending closed end funds which offered high commissions was my mistake’

Darshita Shah

September 12, 2016

Success Stories ‘I want to cover 1 lakh people for investor education by March 17’

Banali Banerjee

Insurance IRDAI to come out with exposure draft on financing non-life premiums through loans

Nishant Patnaik

Wealthbeats Small steps ensure big success for Jagdish

Ravi Samalad

September 10, 2016

MF News ‘Running motivates and increases my confidence’

Ravi Samalad

Business Development ‘My biggest mistake was recommending sector funds’

Darshita Shah

Insurance Open architecture in insurance distribution gaining momentum

Nishant Patnaik

September 9, 2016

Insurance ‘Online channel will not undermine the importance of agents’

Team Cafemutual

Insurance IRDAI to finalize commission structure of agents soon

Team Cafemutual

MF News ‘We will tap those customers who have never invested in MFs’

Ravi Samalad

Insurance IRDAI introduces verification through OTP for e-insurance policies

Team Cafemutual

MF News How important is consistency in Mutual Fund scheme

Source: The Economic Times

September 8, 2016

MF News RIAs facing difficulties in getting direct plan feeds

Nishant Patnaik

MF News Equity funds receive over 10,000 crore inflows in August, largely in arbitrage

Ravi Samalad

September 7, 2016

MF News Soon, thanks to RBI, investors to have a single view of all their savings and investments

Nishant Patnaik

Business Development ‘My first client flew from Bahrain to India to seek my advice’

Darshita Shah

MF News BSLMF launches closed end fund, other AMCs too line up

Ravi Samalad

Tutorials Mirae Asset: Benefits of Multi Cap Investing

Mirae Asset Knowledge Academy

MF News 'Inflation should move down to 5% by March 2017'

Banali Banerjee

Financial Planning ‘SIP helped my client cover his father’s heart operation cost’

Banali Banerjee

NFO News Motilal Oswal AMC launches MOSt Focused Dynamic Equity Fund

Team Cafemutual

September 6, 2016

MF News AMFI, AMCs await format of distributor commission disclosure

Nishant Patnaik

Wealthbeats How Srikanth and Chandrasekar used cutting edge technology to build FundsIndia

Ravi Samalad

MF News FT announces tax free dividend in Templeton India Equity Income Fund

Team Cafemutual

September 3, 2016

Business Development ‘My biggest mistake was to suggest thematic funds to my clients’

Banali Banerjee

MF News Financial regulators join hands to prevent people from investing in Ponzi schemes

Nishant Patnaik

MF News ‘I have a Daily Investment Plan’

Ravi Samalad

September 2, 2016

MF News ‘I have had the privilege of running with the late actor Feroz Khan’

Ravi Samalad

Insurance Now, policyholders can revive lapsed ULIPs within two years

Team Cafemutual

Success Stories How Nitin built 130 crore AUA in MFs after taking over reins from his parents

Darshita Shah

September 1, 2016

Guest Column Managing volatility will draw investors towards MFs

S. K. Bagaria

MF News PFRDA reduces minimum contribution in NPS to 1000 a year

Team Cafemutual

Tutorials Mirae Asset: New China: Impact of the Chinese Consumer

Mirae Asset Knowledge Academy

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