Guest Column

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 10, 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 5, 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 21, 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 12, 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 20, 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 24, 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 30, 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 21, 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 12, 2018

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