Financial Planning

Is your client prey to hindsight bias?
Making an investment decision based on past experience can cause financial problems. Find out how to deal with clients with cognitive bias.
by Team Cafemutual May 30, 2018
How to deal with difficult questions of your clients
A recent CFA Institute study has compiled some difficult questions that your clients may ask and suggested measures to deal with such questions.
by Team Cafemutual Sep 29, 2017
How should you make an ideal client database?
Getting to know the finer aspects of your clients will help you serve them better, say advisors.
by Daya Ragunathan Jul 13, 2017
Five red flags I look out for in a fund
When is the right time to give exit recommendation from a fund? What are the signals you need to look out for? Find all your answers here.
by Daya Ragunathan Jul 12, 2017
Bridging the gap between dreamers and planners
Industry leaders explain how they plan to impart financial literacy among investors.
by Daya R Apr 1, 2017
How a fee based model works for me.
RIAs divulge the highs of being a Registered Investment Advisor, the challenges they face and how they overcome them.
by Daya R Feb 20, 2017
I select funds based on…
Learn from top advisors as they discuss their fund selection strategy.
by R Daya Feb 13, 2017
‘If the initial journey is smooth, investors will stick to equity funds for long’
Kavitha Menon shares how she helped her client who was in a debt trap while Praveen Chhajed brought a conservative client into equity investing even though he had suffered losses in the past.
by Darshita Shah Jan 13, 2017
‘MF investments made it possible for my client to buy her own house’
Srikanth Matrubai says his advice saved the client Rs. 10 lakh on premium while Nisreen Mamaji says her guidance helped her client buy her own flat.
by Darshita shah Jan 13, 2017
‘My client bought two apartments from his MF investments’
Chennai based Alagappan Thenappan’s client has bought two apartments from his MF investments while Karnataka based Anita Kanbargi’s client is enjoying a comfortable retirement life by sticking to her investment plan. They share their client success stories with Cafemutual.
by Darshita Shah Dec 22, 2016
‘MF investments helped my client repay a big loan’
Nashik based Mukesh Chothani narrates how his advice helped his client repay a big loan; Gujarat based Narendra Zinzuvadia shows how his recommendation to switch to debt MFs from bank deposits has helped his client earn better post-tax returns.
by Darshita Shah Dec 19, 2016
The art of presenting a financial plan
A primer on how to articulate the financial plan to your clients.
by Nilesh Soman Dec 16, 2016
NexGen launches estate and succession planning services for IFAs
IFAs can tie up with NexGen to provide estate and succession planning services to their clients.
by Nishant Patnaik Dec 12, 2016
USA is the top choice for child’s education among Indian parents: HSBC
Of the parents surveyed, 58% rated USA as one of their top three destinations from a list of 50 countries for their child’s education.
by Team Cafemutual Nov 25, 2016
How can you help your clients make better financial choices this festive season?
The festive season has begun. So here are a few tips to help your clients manage their money better this festive season.
by Banali Banerjee Oct 7, 2016