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    • Archive

    October 2017 December 2017
    November 30, 2017
    NFO News NFOs now open on November 30
    November 29, 2017
    Business Development Hosting a client event: Part- I
    Daya Ragunathan
    Business Development Three simple activities advisors can do to expedite Aadhaar linking process
    Daya Ragunathan
    MF News ‘Investors worry whether fee-based services is another way to extract additional money’
    Padmaja Choudhury
    NFO News NFOs now open on November 29
    November 28, 2017
    Business Development A picture is stronger than a word
    Daya Ragunathan
    MF News Why are fund houses launching 10 year close ended ELSS?
    Padmaja Choudhury
    MF News Five key skills financial professionals need to possess
    Rosevina Gonsalves
    NFO News NFOs now open on November 28
    Insurance Non- Life insurance premium up by over 300% in last nine years
    Kanika Bhargav
    Business Development Why you should look at holding a webinar to grow business
    Daya Ragunathan
    November 27, 2017
    Investor Studies How Amar Pandit helped an NRI recover a major loan
    Rosevina Gonsalves
    MF News Edelweiss Mutual Fund seeks SEBI approval for Maiden Opportunities Fund
    Padmaja Choudhury
    NFO News NFOs now open on November 27
    Insurance Now agents can sell insurance policies online
    Nishant Patnaik
    MF News ‘Housing sector is likely to be a big growth driver for the economy’
    Nishant Patnaik
    MF News Reliance Nippon MF provides working space for IFAs.
    Nishant Patnaik
    November 25, 2017
    Business Development Three simple activities advisors can do to expedite Aadhaar linking process
    Daya Ragunathan
    Insurance Flipkart to sell insurance policies, soon to venture into mutual funds distribution
    Team Cafemutual
    MF News KAMFA to hold its seventh annual convention on December 1
    Rosevina Gonsalves
    November 24, 2017
    NFO News NFOs now open on November 24
    MF News India is home to 40 crore millennials
    Padmaja Choudhury
    MF News French AMC to launch a fund that will invest in bitcoins
    Nishant Patnaik
    November 23, 2017
    NFO News NFOs now open on November 23
    Business Development Plan your succession now
    Team Cafemutual
    MF News S Naganath joins Franklin Templeton
    Nishant Patnaik
    MF News Nitin Rao quits HDFC Private Wealth
    Nishant Patnaik
    November 22, 2017
    MF News MF industry average AUM inches close to Rs.22 lakh crore in October
    Team Cafemutual
    MF News UTI AMC raises commitment of Rs.480 crore in its private debt fund
    Team Cafemutual
    NFO News NFOs now open on November 22
    November 21, 2017
    NFO News NFOs now open on November 21
    MF News Over 8,000 new distributors join MF industry in six months
    Padmaja Choudhury
    MF News Bharat 22 ETF gets overwhelming response from investors
    Nishant Patnaik
    November 20, 2017
    NFO News NFOs now open on November 20
    MF News Did you know: the type of debt funds best suited to systematic transfer plans
    Source: Mint
    Success Stories Overcoming challenges: How Gaurav Mashruwala defeated cancer
    Team Cafemutual
    MF News International investment opportunities for your clients
    Padmaja Choudhury
    Business Development How to make your own infographic
    Team Cafemutual
    November 18, 2017
    Success Stories How D.Muthukrishnan and Mahesh Mirpuri gained over 10,000 followers on Twitter
    Daya Ragunathan
    Business Development How to promote your client case studies
    Team Cafemutual
    MF News IDFC MF, Aditya Birla Sun Life MF top CRISIL performance index
    Team Cafemutual
    November 17, 2017
    NFO News NFOs now open on November 17
    MF News Kotak MF employees turn brand ambassadors in SIP campaign
    Team Cafemutual
    November 16, 2017
    MF News India will be home to 3.70 lakh dollar millionaires by 2022: Credit Suisse Report
    Team Cafemutual
    P2p Lending How to advise your clients on P2P lending
    Team Cafemutual
    NFO News NFOs now open on November 16
    MF News PMS assets excluding EPFO touch Rs.4.20 lakh crore in September
    Team Cafemutual
    November 15, 2017
    MF News GST registered IFAs earning less than Rs.20 lakh can file “NIL” returns: GST helpline
    Nishant Patnaik
    Nivesh Jaagran How Tejal Gandhi helped a young couple buy a house
    Padmaja Choudhury
    NFO News NFOs now open on November 15
    MF News ‘There are growing number of investors who wants to pay fees for financial advice’
    Padmaja Choudhury
    November 14, 2017
    Insurance IRDAI asks policyholders to link Aadhaar with existing insurance policies
    Nishant Patnaik
    MF News ‘In mutual funds, fund managers have to maintain medium term performance’
    Nishant Patnaik
    NFO News NFOs now open on November 14
    Insurance Retirement advisors may receive more incentives to distribute NPS
    Rosevina Gonsalves
    Insurance Now policyholders can purchase health insurance at an ATM
    Team Cafemutual
    NFO News Govt offers discount of 3% to investors on Bharat 22 ETF
    Nishant Patnaik
    November 13, 2017
    NFO News DSP BlackRock MF launches its close end multi cap scheme
    Team Cafemutual
    NFO News NFOs now open on November 13
    Guest Column Did the markets go up 21% due to demonetization?
    Amit Trivedi
    MF News Should you recommend housing fund to your clients?
    Padmaja Choudhury
    MF News ‘In the era of direct plans, advisors need to offer a better value proposition’
    Team Cafemutual
    November 11, 2017
    MF News Demonetisation has helped MF industry grow its assets by 45%: Finance Ministry
    Team Cafemutual
    Insurance Sales representatives of agents can now distribute health insurance policies
    Team Cafemutual
    MF News One of India’s largest MF distributors to go public
    Team Cafemutual
    November 10, 2017
    NFO News NFOs now open on November 10
    MF News MF industry adds close to average of 59,000 folios per day in October
    Team Cafemutual
    MF News AIFs see massive demand: commitment crosses a trillion
    Padmaja Choudhury
    Success Stories An IAP with over 900 investor registrations
    Nishant Patnaik
    November 9, 2017
    NFO News NFOs now open on November 9
    MF News Majority of fund houses witness profits in FY2016-17
    Padmaja Choudhury
    Insurance No major impact of demonetisation on insurance industry
    Rosevina Gonsalves
    November 8, 2017
    MF News Proven ideas to retain clients
    Team Cafemutual
    NFO News NFOs now open on November 8
    Insurance Life insurers added over 10,000 agents in the last six months
    Rosevina Gonsalves
    MF News PNB to exit MF business
    Team Cafemutual
    MF News One year of demonetisation: MF industry receives net inflows of Rs.3.30 lakh crore
    Nishant Patnaik
    November 7, 2017
    NFO News NFOs now open on November 7
    MF News Why are mutual funds going public?
    Padmaja Choudhury
    MF News MF assets zoom, reach a record Rs.21.45 lakh crore
    Padmaja Choudhury
    MF News Reliance Nippon Life AMC zooms 13% on listing
    Team Cafemutual
    November 6, 2017
    NFO News NFOs now open on November 6
    November 4, 2017
    MF News After the scheme consolidation, it will truly be ‘what you see is what you get’ – Sunil Subramaniam
    Nishant Patnaik
    MF News RIAs, robo advisors to accelerate the ETF growth
    Rosevina Gonsalves
    MF News Demystifying myths associated with HNIs and UHNIs
    Rosevina Gonsalves
    NFO News NFOs now open on November 4
    MF News Will NRIs move their PPF money to mutual funds?
    Padmaja Choudhury
    Success Stories The story of my book
    Daya Ragunathan
    MF News Indian households invest just 1% of their investible corpus in mutual funds: National Account Statistics
    Rosevina Gonsalves
    November 3, 2017
    NFO News NFOs now open on November 3
    MF News FAQs on linking Aadhaar with MF folios: Karvy Computershare
    Team Cafemutual
    MF News UTI AMC gets best portfolio manager award from EPFO
    Team Cafemutual
    November 2, 2017
    MF News UPI to get Airtel Payments Bank’s push
    Team Cafemutual
    NFO News NFOs now open on November 2
    Insurance Either pay fees or commission to intermediaries selling motor insurance policies, says IRDAI
    Team Cafemutual
    MF News AMFI to approach SEBI on scheme consolidation regulations
    Nishant Patnaik
    P2p Lending Five-step guide to understand P2P lending
    Monexo Feature
    November 1, 2017
    NFO News NFOs now open on November 1
    MF News Essel Finance launches Essel Mutual Fund
    Team Cafemutual
    MF News Now your clients can register bank mandate online
    Reliance Mutual Fund Feature
    MF News IFAs can now cancel GST registration online to avail RCM deferment benefits
    Nishant Patnaik
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