National distributors on expansion mode
Most of the national distributors plan to add new investment centers to penetrate the mutual fund industry
by Pallabika Apr 12, 2011
MF industry in talks with legal experts on trail nomination
Ravi Samalad finds that the mf industry is trying to figure out how a nominee can be paid trail even if he or she is not an ARN holder
by Ravi Samalad Apr 5, 2011
The Future of Investment Advisory Business
Mr. Rajan Mehta, Executive Director, Benchmark AMC points to the long-term potential of the investment advisory business in India
Posted on Apr 2, 2011
Training crucial for distributors: Survey
A majority of the IFAs feel that skill development and training provide a much needed edge to them while dealing with their clients
by Team Cafemutual Feb 11, 2011
Become the Family's CFO
The rising affluence in India presents an opportunity for Family CFOs to evolve and guide clients in investments as well as expenditure planning
by Shalini Amarnani Jan 25, 2011
How to select a fund manager
Choose a fund manager with consistent investment philosophy and commitment to the funds he or she manages
by Arjun Parthasarathy Jan 19, 2011
Opportunity Beyond Adversity
Tensing Rodrigues says the changing environment presents new opportunities
by Tensing Rodrigues Dec 6, 2010
Getting started as a planner
Nilanjan Dey provides time-tested advice to those wanting to join the ranks of Financial Advisors
by Nilanjan Dey Dec 6, 2010
To fee or not to fee!
Absolutely, no debate on that, feels Amit Trivedi of Karmayog Knowledge Academy.
by Amit Trivedi Nov 26, 2010
Aligning your business with clients’ portfolio
Amit Trivedi underlines the need to align their book of business with their clients’ portfolio
by Amit Trivedi Nov 26, 2010
Fraudulent actions by mutual fund distributors
Tensing Rodriques examines the legal ramifications of mis-selling and fraudulent actions in the cont
by Tensing Rodrigues Nov 10, 2010
Collection of personal information saves a lot of time and effort
Keeping a record of routine personal information saves lot of time and effort
by Arnav Pandya Nov 9, 2010
Grow your business through referrals
Learn how to earn your right to grow your business through referrals
by Team Cafemutual Nov 2, 2010
The Metamorphosis of an IFA
Tensing Rodrigues shows how IFAs can prosper and grow under the changed circumstances!
by Tensing Rodrigues Oct 22, 2010
Set right expectation, not great expectations!
Ensuring that your client has the right set of expectations ensures harmonious relationship
by Arnav Pandya Oct 21, 2010
