Business Development

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 AmarnaniJan 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 ParthasarathyJan 19, 2011

Getting started as a planner

Nilanjan Dey provides time-tested advice to those wanting to join the ranks of Financial Advisors

by Nilanjan DeyDec 6, 2010

Opportunity Beyond Adversity

Tensing Rodrigues says the changing environment presents new opportunities

by Tensing Rodrigues Dec 6, 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

To fee or not to fee!

Absolutely, no debate on that, feels Amit Trivedi of Karmayog Knowledge Academy.

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 RodriguesNov 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 PandyaNov 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 RodriguesOct 22, 2010

Set right expectation, not great expectations!

Ensuring that your client has the right set of expectations ensures harmonious relationship

by Arnav PandyaOct 21, 2010

Wrap Account

Post August 1, 2009, distributors need to re-engineer their offerings to provide more value to their clients and in the process earn a higher fee. Wrap accounts provide distributors an effective way to deliver greater value and earn fee from the client. Read on to discover what they are.

by Team Cafemutual Oct 18, 2010

Know your new KYD norms

Having difficulty in conforming to the new KYD norms? Here is a step-by-step guide

by Team Cafemutual Oct 11, 2010

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Does Quality investing approach protect the downside market fall?

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