Lessons to learn from Bollywood movies
Here are some important lessons advisors can learn from Bollywood.
by Daya Ragunathan Sep 13, 2017
Tax implications on STP
by Team Cafemutual Jul 27, 2015
Why do fund managers increase the maturity of paper?
Fund managers adjust the duration of portfolio by taking a call on the direction of interest rate movements.
by Team Cafemutual Jul 6, 2015
Investment Advisor Certification Examination
Investment Advisor Certification Examination is meant for advisors who are registered with SEBI.
by Team Cafemutual Dec 25, 2013
Should I do business on my own ARN or empanel with a national distributor?
Partnering an ND can get you support in terms of business development and support, attractive payouts, infrastructure support. However, the final call must be based on your needs and preferences.
by Team Cafemutual Oct 16, 2013
What happens when you transfer assets from national distributor to your own ARN?
As per AMFI, if assets are transferred from one ARN to another, trail is neither paid to the old distributor nor the new distributor.
by Team Cafemutual Sep 15, 2013
No commission is paid for business procured when ARN is invalid
All commission including trail, in respect of business procured prior to expiry of ARN and suspended due to non-renewal, is forfeited.
by Team Cafemutual Aug 8, 2013
ARN renewal without certificate
IFAs can send their scorecard and demand draft to AMFI to renew their ARN if they haven’t received their certificate yet.
by Team Cafemutual Aug 6, 2013
Redemption of ELSS money if investor dies before lock in period
If the investor dies before the lock in period, the nominee can redeem from ELSS only after the completion of one year from the date of allotment of units to the assesse.
by Team Cafemutual Aug 5, 2013
AMFI registration for private limited companies
Memorandum of Association should authorise the company to distribute mutual funds in order to qualify to get AMFI registration number (ARN).
by Team Cafemutual Jul 25, 2013
Switches under micro investments
Investors are required to quote PAN if the invested value exceeds Rs 50000.
by Team Cafemutual Jun 13, 2013
Switching investments under micro investments
You do not need to quote PAN if you stay invested in the same scheme even if the market value exceeds Rs 50000.
by Team Cafemutual Jun 10, 2013
Do sub-brokers need EUIN?
All salespersons/relationship managers including sub-brokers offering advice to investors should have EUIN.
by Team Cafemutual Jun 5, 2013
Is attending CPE mandatory if you attain the age of 50?
Irrespective of the age, it is mandatory to renew ARN by appearing for CPE.
by Team Cafemutual Jun 4, 2013