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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