Guest Column

Actively managed funds have underperformed benchmarks but this could soon change

Though large cap funds have underperformed over 1, 3 and 5 years, there is still a lot of room for alpha.

by Joydeep SenJun 8, 2019

No takers for side-pocketing despite series of credit events

AMCs have not made changes to their SID to use side-pocketing.

by Joydeep SenMay 7, 2019

TER reduction: Good intentions but poor execution

With dual brokerage structure, we are entering into a vicious cycle of self-destruction!

by Harsh GahlautApr 29, 2019

Seven tips to increase client wallet share

The most effective way to grow business is to focus on increasing wallet share from your existing clients

by Tata MF's Simply Simple Apr 22, 2019

‘Remember, FMPs are supposed to hold securities that mature before redemption date’

Let us look at the concept of FMP rollover and side-pocketing.

by Joydeep SenApr 19, 2019

Perfecting the art of first client meeting

Ensure that prospective clients hire you after the first meeting.

by Tata MF's Simply SimpleApr 19, 2019

Advice Zaroori hai: Value of investment advice is immense

Why advised investors are twice as likely to continue creating wealth than DIY investors

by Amit NafdeApr 14, 2019

Servicing rural clients gave me more joy than a paycheck

Riding on a bullock cart, I reached a hilly village to spread the message of mutual funds.

by Kiran BhardeApr 4, 2019

How to get referrals from your clients?

Six things to keep in mind when you want to grow your business through referrals.

by Tata MF's Simply SimpleMar 29, 2019

Ditch the myths and your fears: niche yourself already!

In a Horsesmouth survey of 2,100 advisors, those with a niche reported they enjoy easier access to prospects and better and wealthier clients.

by Maria MarsalaMar 28, 2019

A checklist to select funds

This quick guide will help you choose funds wisely.

by Sankarsh ChandaMar 21, 2019

Things to keep in mind before recommending REITs

Let’s discover advantages and disadvantage of REITs and tips to invest in REITs

by Chanchal WankhadeMar 15, 2019

How Beed IFA Kiran Bharde manages clients expectations in tough times

In this Marathi article, Kiran shares with us how he helps his clients deal with behavioural biases.

by Kiran BhardeMar 14, 2019

ABC of REITs

REITs give an opportunity to earn regular income through rents without owning a physical property.

by Chanchal WankhadeMar 12, 2019

5 Costly Mistakes Financial Advisors Can’t Afford to Make in 2019

by Maria MarsalaMar 4, 2019

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