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    • Archive

    October 2019 December 2019
    November 29, 2019
    Guest Column Solutions to common challenges faced by IFA community
    Rajan Pathak
    MF News To budget and finance all marriage activities #AdviceZarooriHai
    Bhakti Makwana and Vidyut Deshpande
    Business Development Here’s why IFAs should involve both the spouses in financial planning
    Vidyut Deshpande
    CafeAlt ‘Ultra high net worth investors are more loyal to advisors’
    Vidyut Deshpande
    MF News How to tackle over-competing investors experiencing FOMO!
    Team Cafemutual
    MF News Tips to teach good financial habits to millennial clients
    Bhakti Makwana
    MF News ‘Current scenario provides a good entry point for mid-caps’
    Principal Times Feature
    November 28, 2019
    MF News Aditya Birla MF side pockets exposure to Essel Group firm
    Bhakti Makwana
    MF News Raghav Iyengar joins Axis MF as Chief Business Officer
    Bhakti Makwana
    CafeAlt Here is why alternative investments can be helpful in retirement planning
    Vidyut Deshpande
    Insurance Most Indians do not have health Insurance - NSO
    Vidyut Deshpande
    November 27, 2019
    Guest Column India and the ESG challenge
    Navneet Munot
    MF News Here’s how IFAs can create a multi-generational business
    Vidyut Deshpande
    MF News Axis Mutual Fund launches ‘Axis Retirement Savings Fund’
    Team Cafemutual
    MF News It’s business as usual at Karvy Fintech
    Feature
    November 26, 2019
    MF News Mirae Asset AMC goes through corporate restructuring
    Team Cafemutual
    November 25, 2019
    MF News A Fund that helps you overcome greed and fear
    Franklin Templeton Feature
    Events Most awaited event of the year Cafemutual IFA (CIFA) is back!
    Team Cafemutual
    MF News Muthoot Finance to buy IDBI MF for Rs.215 crore
    Team Cafemutual
    November 24, 2019
    CafeAlt India’s savings ratio low compared to peers: PGIM
    Team Cafemutual
    MF News Here is a highlights of what experts think top five drivers of growth are
    Team Cafemutual
    MF News Profound investment lessons through relatable investories!
    Vidyut Deshpande
    MF News What to do, if investors trust ‘Google baba’ over advisors?
    Vidyut Deshpande
    November 23, 2019
    MF News Retirement planning presents a big opportunity
    Vidyut Deshpande
    MF News #AdviceZarooriHai when planning to buy a house
    Team Cafemutual
    Success Stories IFAs join hands to help Priyanka, daughter of an Odisha IFA
    Vidyut Deshpande
    November 21, 2019
    MF News RBI supersedes DHFL board on rising defaults, governance concerns
    Vidyut Deshpande
    MF News Sundaram MF’s Global Brand Fund opens for subscription on Nov 21
    Vidyut Deshpande
    MF News Active vs passive debate: Industry veterans weigh on where ETF stands
    Team Cafemutual
    MF News SEBI directs listed companies to disclose all defaults
    Team Cafemutual
    MF News SEBI ups minimum PMS investment amount to Rs.50 lakh
    Bhakti Makwana
    November 20, 2019
    MF News BSE Star MF launches new services for IFAs
    Bhakti Makwana
    MF News ‘Opportunities lie on mid cap and large cap front’
    Team Cafemutual
    Success Stories A journey from being an Ayurveda doctor to a successful advisor
    Vidyut Deshpande
    November 19, 2019
    CafeAlt Bengaluru among the top 5 cities globally with highest investment opportunities: Report
    Bhakti Makwana
    MF News More than 60% SIP accounts are more than 5 years old
    Sridhar Kumar Sahu
    MF News Average ticket size of retail investors falls to Rs.59,201
    Team Cafemutual
    MF News ‘Markets always give opportunities to investors who have patience’
    ITI MF Feature
    CafeAlt Four political trends to shape wealth creation for ultra HNIs
    Team Cafemutual
    November 18, 2019
    Guest Column What accounts for the investor interest in debt in October 2019?
    Jimmy Patel
    MF News 'Investors should start tax planning at the start of financial year'
    Spotlight Feature
    Guest Column Tips on how to retain clients
    Tata MF's Simply Simple
    MF News ‘SBI MF is the leader in total equity value’
    MF News ‘Indian investors believe financial planning is complex’
    Vidyut Deshpande
    Guest Column Meet 10 types of mutual fund investors
    Sougata Basu
    CafeAlt Mumbai has the highest ultra HNI population
    Team Cafemutual
    November 15, 2019
    MF News 35% of MF industry’s equity assets stays invested for over 2 years
    Team Cafemutual
    MF News What went in and went out of MF portfolios
    Team Cafemutual
    MF News SN Lahiri quits L&T Mutual Fund
    Nishant Patnaik
    CafeAlt Here is list of Cat III AIFs open for subscription
    Team Cafemutual
    MF News AMFI best practices circular on suspended ARN unlikely to affect distributors
    Nishant Patnaik
    November 14, 2019
    Success Stories 12 experts to spread financial awareness through ‘Bharat Bhraman’
    Vidyut Deshpande
    NFO News Why it makes sense to invest in Union Large & Midcap Fund
    Union MF feature
    Success Stories Meet the Jaipur IFA who finished the half Iron Man challenge
    Bhakti Makwana
    CafeAlt Three key risks in long-short funds
    Team Cafemutual
    Insurance Term insurance cover for clients suffering from diabetes and high cholesterol
    Team Cafemutual
    November 13, 2019
    Guest Column Do you really know about real inflation?
    Rishabh R. Adukia
    CafeAlt PE/VC investments decline in October
    Team Cafemutual
    MF News MFs to put incremental flows of investors in direct plans if distributors’ ARN is suspended
    Nishant Patnaik
    November 12, 2019
    MF News Shunning cookie cutter solutions
    Edelweiss MF Feature
    MF News ‘Don’t highlight scheme returns, focus on social proof instead’
    Vidyut Deshpande
    MF News ‘There is a limit of Rs.50,000 on OTP based Aadhaar authentication’
    Team Cafemutual
    CafeAlt Slowdown in AIFs growth story
    Vidyut Deshpande
    MF News FEMA: Foreign owned AMCs likely to get relief soon
    Sridhar Kumar Sahu
    November 11, 2019
    Guest Column How to position your client’s portfolio with Sensex at a record-high
    Jimmy Patel
    MF News India likely to clock 7% growth in the next fiscal: Bibek Debroy
    Team Cafemutual
    MF News Fund management to look different in future with adoption of AI: SEBI Chief
    Team Cafemutual
    November 10, 2019
    Success Stories This banker turned IFA has started a platform for ex-bankers
    Sridhar Kumar Sahu
    November 9, 2019
    MF News Equity inflows fall for second consecutive month
    Bhakti Makwana
    CafeAlt Top PMSs in large cap, multi cap and mid & small cap fund category
    Team Cafemutual
    November 8, 2019
    MF News Raghav Iyengar quits Indiabulls MF to join Axis MF
    Nishant Patnaik
    Insurance Now your clients can avail discounts and vouchers on health insurance by staying fit
    Team Cafemutual
    MF News All new schemes must have side pocketing provision: SEBI
    Sridhar Kumar Sahu
    Insurance IRDAI directs Reliance Health not to sell policies
    Nishant Patnaik
    November 7, 2019
    CafeAlt Govt sets up Rs.25,000 crore AIF to revive realty sector
    Team Cafemutual
    MF News ‘MFs have to flag any extension on maturity of debt security immediately’
    Sridhar Kumar Sahu
    Guest Column Why having your own mobile app is important
    Ritesh Sheth
    November 6, 2019
    Events Over 1100 investors to participate in pink city IAP
    Team Cafemutual
    Business Development An untapped opportunity for IFAs: Homemakers
    Vidyut Deshpande
    MF News Aadhaar based e-KYC makes a comeback
    Sridhar Kumar Sahu
    MF News Foreign-owned AMCs seek clarity on new FEMA rules
    Sridhar Kumar Sahu
    MF News MF industry sees a rise in launch of debt schemes
    Bhakti Makwana
    Success Stories Meet the IFA heroes who convinced clients to start SIP this Dhanteras
    Vidyut Deshpande
    November 5, 2019
    Guest Column Here is how you can ‘Excel’ your advisory business
    Anoop Nasa
    MF News This Children’s Day, invest to make your child’s dream come true
    Spotlight Feature
    Guest Column The retiree market is huge, but are you equipped to handle them?
    Vinayak Sapre
    MF News How these advisors helped millennial clients to save more
    Bhakti Makwana
    November 4, 2019
    MF News Anand Shah joins NJ Advisory Services as CEO
    Sridhar Kumar Sahu
    MF News HDFC, ICICI Pru and Aditya Birla retain the top spots in debt AUM
    Team Cafemutual
    November 3, 2019
    CafeAlt Here is the list of top PMS performers
    Team Cafemutual
    Success Stories Two IFAs create history with record SIP numbers
    Bhakti Makwana and Nishant Patnaik
    MF News About 44% of women need financial advisors, finds a Scripbox survey
    Bhakti Makwana
    November 2, 2019
    MF News HDFC, ICICI Pru and Aditya Birla top the equity AUM league
    Team Cafemutual
    MF News HDFC AMC registers a 79% rise in profits
    Team Cafemutual
    November 1, 2019
    Insurance Total individual wealth in insurance may almost double in next 5 years
    MF News Equity Funds: What to expect in November
    Bhakti Makwana
    MF News #AdviceZarooriHai when planning an independent life for single women
    Bhakti Makwana
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