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Guest Column
‘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 Sen
Apr 19, 2019
Perfecting the art of first client meeting
Ensure that prospective clients hire you after the first meeting.
by
Tata MF's Simply Simple
Apr 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 Nafde
Apr 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 Bharde
Apr 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 Simple
Mar 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 Marsala
Mar 28, 2019
A checklist to select funds
This quick guide will help you choose funds wisely.
by
Sankarsh Chanda
Mar 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 Wankhade
Mar 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 Bharde
Mar 14, 2019
ABC of REITs
REITs give an opportunity to earn regular income through rents without owning a physical property.
by
Chanchal Wankhade
Mar 12, 2019
5 Costly Mistakes Financial Advisors Can’t Afford to Make in 2019
by
Maria Marsala
Mar 4, 2019
Continual Learning: Will AI Give Gray Hair a Pay Cut?
by
Dan Philps, CFA
Feb 26, 2019
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 16, 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
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Cafemutual is an independent media platform and focuses on providing knowledge and information for the benefit of finance professionals. We do not promote any particular brand or asset category.