SUBSCRIBE NEWSLETTER
  • Change Language
  • English
  • Hindi
  • Marathi
  • Gujarati
  • Punjabi
  • Tamil
  • Telugu
  • Bengali
  • Ask Us

    Have a query or a doubt?
    Need a clarification or more information on an issue?
    Cafemutual welcomes all mutual fund related questions. So write in to us at newsdesk@cafemutual.com
    ‘There is no regulation which stops your children from working with an AMC/insurer’
    Ask us: However, your children will have to give a declaration to the respective AMC to avoid any conflict of interest.
    by Nishant PatnaikFeb 8, 2024
    MFDs have to explicitly tell their clients that regular plans pay commission to MFDs
    Ask us: MFDs offering online transactions should disclose ‘Regular plans involve payment of commission to MFDs’.
    by Nishant PatnaikFeb 7, 2024
    Only 5 MFs allow NRIs residing in US and Canada to execute online transaction without any limits
    Ask us: Another 9 fund houses allow NRIs from US and Canada to invest in MF scheme albeit with physical presence of clients.
    by Nishant PatnaikJan 29, 2024
    Tax arbitrage: SWP, still a tax friendly option for investors seeking regular income
    Ask us: Despite similar taxation between dividend and growth option of debt funds, investors have to pay less tax if they opt for SWP.
    by Nishant PatnaikJan 15, 2024
    Is email id/phone number mandatory to invest in mutual funds?
    Ask us: Email id and phone number is mandatory only if an investor uses Aadhaar as officially valid document as address proof and he makes KYC request online.
    by Nishant PatnaikAug 30, 2023
    Family members of MFDs can become an RIA
    Ask us: You can also explore becoming an EOP to offer direct plans to your clients.
    by Nishant PatnaikAug 6, 2023
    Distribution of PMS and AIF is more tax efficient for MFDs
    Ask us: Commission income on PMS and AIF is exclusive of GST. This means, the end investor pays GST on the brokerage fee earned from distribution of PMS and AIF.
    by Nishant PatnaikAug 3, 2023
    How can agents deal with difficulty in switching insurance company?
    Ask us: Agents should approach CEOs if branch manager does not issue NOC to change insurance company.
    by Nishant PatnaikJul 16, 2023
    Here is how individual insurance agent can deal with direct plans in insurance
    Ask us: Agents should tie up with brokers to offer multiple policies to price sensitive clients.
    by Nishant PatnaikJul 6, 2023
    MFDs can become EOPs by segregating distribution of regular and direct plans
    Ask us: MFDs will have to float a body corporate and invest in technology platform.
    by Nishant PatnaikJun 14, 2023
    Ask us: No relaxation on trail-forfeiture if you delay ARN renewal
    AMFI is not considering extending any relaxation period on forfeiture of trail commission due to delay in ARN renewals, said two AMFI ARN committee members.
    by Nishant PatnaikMar 20, 2023
    Distributors get trail commission if an investor changes MFD through STP route
    Ask us: MFDs are entitled to receive trail commission if an investor changes ARN through STP route. However, MFD will have to justify that they have acted in the best interests of clients.
    by Nishant PatnaikMar 2, 2023
    ‘MFDs cannot split their assets to get exemption from GST’
    Ask us: MFDs cannot execute partial transfer of their assets.
    by Nishant PatnaikJan 27, 2023
    ‘MFDs can obtain GST and cancel multiple times’
    Ask us: You can cancel GST in the subsequent year if your income doesn’t hit the threshold limit of Rs.20 lakh.
    by Nishant PatnaikJan 18, 2023
    ‘MFDs relocating to other countries must surrender ARN’
    Ask us: Only Indian MFDs can service Indian investors.
    by Nishant PatnaikJan 11, 2023
    Cafemutual is an independent media platform and focuses on providing knowledge and information for the benefit of finance professionals. We do not promote any particular brand or asset category.