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Guest Column

The debt fund spook and what it means for your clients
Whether downgrades or default is a new phenomenon, it is not.
by Vidya Bala Feb 15, 2019
DIE another day, handhold your clients now
Issues with DHFL, IL&FS and Essel (DIE) are rattling nerves but the dust will settle down soon.
by Joydeep Sen Feb 11, 2019
Current trends in HNI investing
HNIs believe that the best place to book returns right now is investment funds, followed by equities and fixed income.
by Anirudha Taparia Feb 11, 2019
What to expect from liquid funds in 2019?
Debt guru Joydeep Sen shares his perspective on how the liquid funds category needs to be strengthened.
by Joydeep Sen Jan 2, 2019
Person of the year 2018
Like every year, there were several contenders.
by Navneet Munot Dec 27, 2018
‘Ethical selling can help distributors build trust among clients’
Investors expect honesty and transparency when they approach financial advisors.
by Jimmy Patel Dec 9, 2018
‘Trail commission ensures that there is no income disruption for distributors’
Committed and dedicated advisers will be able to sustain and grow.
by Rajiv Shastri Dec 4, 2018
Meet a fund category safer than liquid funds
The recent IL&FS episode reemphasized that even liquid funds can be volatile like equity funds.
by Joydeep Sen Nov 20, 2018
Let’s take a close look at anchoring bias
‘Anchoring’ is among the main reasons behind people not investing in equity.
by Amit Trivedi Nov 19, 2018
Goal based planning goes mainstream. Are you prepared?
Get ready as your clients too will expect this service from you.
by Ronak Hindocha Nov 11, 2018
‘Advisors should avoid one size fits all approach to recommend life and health coverage’
Advisors should customise solutions to ensure that their clients have adequate life and health insurance.
by B. Govindarajan Oct 19, 2018
Mis-selling – goes deeper than you think
There is nothing wrong in being aggressive and pushing for sales; one enters the realm of wrongdoing when the push is all that matters and not who one is selling to.
by Jimmy Patel Oct 15, 2018
Grow your financial firm faster
The marketing system you need depends upon the vision you have for your company.
by Maria Marsala Sep 23, 2018
Mutual funds are not for ‘sale’
“When you get something for nothing, you just haven’t been billed for it yet” – Franklin P. Jones.
by Vidya Bala Aug 29, 2018
The crucial role of distributors in growing the industry and the way forward
Only distributors can inculcate investment habits among investors.
by Joydeep Sen Aug 20, 2018