Archive

November 2017 January 2018

December 31, 2017

Guest Column Emerging opportunities for distributors and AMCs in 2018

Manish Mehta

Guest Column What the Indian investor wants from his advisor

Radhika Gupta

Business Development Investor behaviour trends in 2017

Daya Ragunathan

MF News UniCredit (having stake in Baroda Pioneer MF) exits Indian MF industry

Team Cafemutual

December 30, 2017

NFO News NFOs now open on December 30

MF News Now REITs and InvITs can issue bonds

Padmaja Choudhury

December 29, 2017

MF News Tell your clients not to invest in bitcoins

Team Cafemutual

MF News Credit ratings agencies cannot withdraw their ratings abruptly: SEBI

Team Cafemutual

NFO News NFOs now open on December 29

NFO News How to correctly evaluate the performance of a mutual fund

Source: The Economic Times

MF News Debt papers will be more transparent

Padmaja Choudhury

MF News Government cuts small savings rates cut by 20 bps

Team Cafemutual

MF News MF distributors can only talk about the MF schemes, nothing else: SEBI

Nishant Patnaik

MF News MFs cannot hold more than 10% stake in other AMCs

Nishant Patnaik

December 28, 2017

NFO News NFOs now open on December 28

MF News Increasing exposure of mutual funds in NBFC bonds is a risk: FSAP

Padmaja Choudhury

MF News SEBI has asked a few fund houses for TER details

Nishant Patnaik

Insurance IRDAI imposes a fine of Rs. 5 lakh on Reliance Nippon Life Insurance

Team Cafemutual

December 27, 2017

Ask Us NFOs now open on December 27

MF News Mutual funds see huge opportunity in Bharat

Source: ET

MF News Profits from selling a redeveloped house can attract short-term capital gains tax

Source: Mint

MF News Former SBI Chairman Arundhati Bhattacharya is the new Chairperson of SEBI MF advisory committee

Nishant Patnaik

Guest Column Habits of successful financial advisors

Amit Trivedi

MF News Karvy Computershare launches Distributor Initiated Aadhaar Linking facility

Nishant Patnaik

December 26, 2017

NFO News NFOs now open on December 26

December 22, 2017

MF News SEBI to take some more time to finalize ‘fee vs commission’ issue

Nishant Patnaik

Business Development What advisors wish they knew in the initial years of their practice

Team Cafemutual

MF News How long is the long-term?

Padmaja Choudhury

Business Development What is your social media strategy?

Daya Ragunathan

Business Development Lessons advisors can learn from Scooby Doo

Kanika Bhargav

MF News RBI worried about mis-selling by banks

Padmaja Choudhury

NFO News NFOs now open on December 22

Success Stories Surat based advisors Keyur Mehta and Krunal Mehta to hold an event for HNIs

Team Cafemutual

MF News Distributors can initiate SIP in 2 days for their clients in NSE NMFII

Team Cafemutual

MF News SEBI to come out with a discussion paper on reduction of expense ratio

Nishant Patnaik

December 21, 2017

NFO News NFOs now open on December 21

Business Development What is your morning ritual?

Padmaja Choudhury

December 20, 2017

MF News SEBI wants uniformity in commission structure of distributors across financial products

Nishant Patnaik

MF News Pan Card and Aadhaar sufficient for MF investments: SEBI

Nishant Patnaik

NFO News NFOs now open on December 20

MF News SC allows SEBI to start afresh on SRO for MF distributors

Nishant Patnaik

Business Development What about your business, dear advisor?

Padmaja Choudhury

MF News Mutual fund related queries are now a chat away

Team Cafemutual

December 19, 2017

NFO News NFOs now open on December 19

Success Stories Overcoming challenges: When life gives lemons, make lemonade: Sachin Kharate

Nishant Patnaik

Insurance SBI General Insurance will reach the untapped markets: Pushan Mahapatra

Team Cafemutual

December 18, 2017

Business Development Does Quora help in acquiring clients?

Padmaja Choudhury

NFO News NFOs now open on December 18

December 16, 2017

MF News Finance Minister meets AMFI to discuss budget wishlist

Nishant Patnaik

P2p Lending How can advisors select P2P lending platform?

Kanika Bhargav

Business Development Top five investment mistakes clients make

Rosevina Gonsalves

NFO News NFOs now open on December 16

December 15, 2017

Business Development Are your clients not reading your emails?

Kanika Bhargav

MF News Puneet Pal joins DHFL Pramerica MF as Deputy Head- Fixed Income

Team Cafemutual

MF News NRIs exempted from Aadhaar linkage

Team Cafemutual

NFO News NFOs now open on December 15

December 14, 2017

MF News Aadhaar linkage extension applicable to mutual funds as well: AMFI

Nishant Patnaik

MF News Global regulatory trends will drive Indian MF industry: SEBI

Nishant Patnaik

MF News India could surprise on the upside: Bob Baur, Chief Global Economist, Principal

Team Cafemutual

NFO News NFOs now open on December 14

Nivesh Jaagran Understanding SME clients

Daya Ragunathan

MF News IIFL’s distribution arm launches instant SIP facility

Team Cafemutual

MF News Does the Aadhaar linking extension apply to MFs?

Nishant Patnaik

December 13, 2017

NFO News NFOs now open on December 13

December 12, 2017

MF News Individuals will hold MF AUM of Rs.20 lakh crore by FY22: Karvy

Padmaja Choudhury

MF News Sharekhan launches ‘InstaMF’

Team Cafemutual

NFO News NFOs now open on December 12

December 11, 2017

MF News SIP inflows were nearly Rs.6,000 crore in November

Team Cafemutual

Business Development What advisors wish they knew in the initial years of their practice

Daya Ragunathan

Insurance Non-life insurers paid a gross commission of Rs. 7,000 crore in FY 2016-17

Team Cafemutual

MF News Funds raised by close-ended equity NFOs increase by 1400% in 2017

Padmaja Choudhury

NFO News NFOs now open on December 11

MF News New funds from HDFC MF and DSP BlackRock MF raise a total of Rs.4,000 crore

Padmaja Choudhury

December 9, 2017

MF News MF industry adds nearly 18 lakh folios in November

Padmaja Choudhury

December 8, 2017

Business Development Hosting a client event: Part - II

Daya Ragunathan

Insurance ‘Aadhaar linking will help the industry design customized insurance policies’

Rosevina Gonsalves

MF News BSE’s India INX gets SEBI nod for listing framework of debt securities

Team Cafemutual

MF News What you need to know about the bitcoin mania

Rosevina Gonsalves

NFO News NFOs now open on December 8

MF News UTI MF introduces e-KYC facility

Team Cafemutual

MF News Equity AUM reached a record high at Rs.9.58 lakh crore in November

Padmaja Choudhury

December 7, 2017

MF News Union MF launches Prudence Fund

Team Cafemutual

MF News MFs and PMS may be allowed to participate in commodity derivatives

Padmaja Choudhury

MF News Essel Finance appoints Viral Berawala as CIO of Essel MF

Team Cafemutual

NFO News NFOs now open on December 7

December 6, 2017

MF News Ashburton Investments to merge fund with IIFL AMC

Team Cafemutual

MF News Cash and debt allocation in equity diversified funds increases by 130%

Padmaja Choudhury

NFO News NFOs now open on December 6

MF News Essel MF to bear GST for its distributors

Team Cafemutual

December 5, 2017

Investor Studies How Vinod Jain’s financial coaching helped a tennis professional achieve her dreams

Rosevina Gonsalves

P2p Lending Why this senior investment professional uses P2P lending for wealth creation.

Monexo Feature

MF News Two schemes restrict fresh investments to Rs.2 lakh

Team Cafemutual

NFO News NFOs now open on December 5

MF News SEBI modifies circular on scheme categorisation and rationalization

Padmaja Choudhury

MF News How to deal with difficult questions of your clients?

Team Cafemutual

December 4, 2017

MF News DBS Bank brings mutual funds on its digibank platform

Team Cafemutual

NFO News NFOs now open on December 4

December 2, 2017

Events It’s time to talk business

Team Cafemutual

Success Stories Even cerebral palsy could not stop Amit Thakker from becoming a successful IFA

Team Cafemutual

P2p Lending How to advise your clients to diversify in P2P lending?

Team Cafemutual

December 1, 2017

Nivesh Jaagran Financial planning for single women

Daya Ragunathan

MF News Abc of hedge funds

Rosevina Gonsalves

Insurance ‘We process about 15 claims a day’

Nishant Patnaik

NFO News NFOs now open on December 1

Business Development Is your client prey to projection bias?

Rosevina Gonsalves

MF News This IFA association aims to raise the intellectual capital

Nishant Patnaik

MF News SEBI issues circular on fund governance

Padmaja Choudhury

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