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Guest Column

‘Ethical selling can help distributors build trust among clients’
Investors expect honesty and transparency when they approach financial advisors.
by Jimmy Patel 20 hours ago
‘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
Investing lessons from Yoga
How can you apply the principles of Yoga to investing?
by Karan Datta Jul 5, 2018
Seven key traits of ideal advisor
Here is what separates a successful advisor from an unsuccessful advisor
by Vinayak Sapre Jun 13, 2018
SWP or dividends, what should you recommend to your clients?
SWPs are more tax efficient as these are treated as growth plan of mutual funds for tax purposes.
by Karan Datta Jun 11, 2018
Do not compare apples with oranges post scheme merger
AMCs would like to boast long-term track record of their performing schemes post merger.
by Joydeep Sen May 27, 2018
Scheme re-categorisation: short-term pains for long-term gains
The changes will benefit the AMCs, distributors and investors in the long run.
by Lav Kumar May 24, 2018