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  • Guest Column

    With bond yields going north, what should you do?
    Recommend short term bond funds to your clients.
    by Joydeep SenJan 22, 2018
    How to sell debt funds when equity is booming
    Give day-to-day analogies to promote debt funds among your clients.
    by Joydeep SenJan 20, 2018
    Beware of framing, as it affects behavior
    Let us look at the concept of framing bias.
    by Amit TrivediJan 18, 2018
    What the Indian investor wants from his advisor
    The relationship between a client and his financial advisor is almost sacred and is purely fiduciary in nature.
    by Radhika GuptaDec 31, 2017
    Emerging opportunities for distributors and AMCs in 2018
    Manish Mehta, National Head – Sales & Distribution Alliance, Kotak Mutual Fund, pens down his views on how 2018 will be for distributors and mutual funds.
    by Manish MehtaDec 31, 2017
    Habits of successful financial advisors
    Most financial advisors and mutual fund distributors recommend their clients to start investing once they identify their life’s goals. Why should it be any different for the financial advisors?
    by Amit TrivediDec 27, 2017
    Did the markets go up 21% due to demonetization?
    Amit Trivedi examines if the Nifty rise of 21% for the one-year period since the announcement of demonetization is a coincidence, correlation or cause.
    by Amit TrivediNov 13, 2017
    A commentary on debt funds post scheme merger
    Let us understand the impact of SEBI’s circular on scheme merger on key categories of debt funds.
    by Joydeep SenOct 27, 2017
    Enjoying the journey called life!
    A real life case study on life planning.
    by Suresh SadagopanSep 23, 2017
    ‘Why hybrid model is the future of financial advisory’
    Many people think robo advisors will replace humans. They are wrong. Computers definitely function at a much faster pace than humans; but humans too are skilled at certain things that computers cannot do.
    by Amar PanditAug 5, 2017
    How to achieve Rs.100 lakh crore AUM by 2018
    MF industry needs disruptive thinking rather than incremental thinking
    by Sanjay BhargavaJul 27, 2017
    KK Bajaj’s six-step process to make an ideal financial plan
    Founder Chairman & Chief Mentor of the 50-year old financial distributors company Bajaj Capital, KK Bajaj shares tips on how to go about making a financial plan for your clients to strengthen client relationship.
    by KK BajajJul 26, 2017
    20 years of distribution, Rs.20 trillion of assets, but less than 2% users
    If penetration is what industry wants, then it must welcome SEBI's investment advisory consultation paper.
    by Kamal ManochaJul 26, 2017
    ‘When change is inevitable, let us embrace it in the right spirit’
    “Much bad advice is given for free.” These are the words written by Benjamin Graham, in his famous book, The Intelligent Investor.
    by Kamal Manocha Jul 21, 2017
    Why distributors should not rely on MF ranking agencies
    Go for a fund house with a good track record across market cycles, large size and with skin in the game.
    by Joydeep SenJul 10, 2017
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