Guest Column

Target Maturity Funds: Things to keep in mind before recommending

TMFs are relatively safer and offer visibility of returns.

by Joydeep Sen Jan 5, 2023

Person of the year 2022

Like every year, there were several contenders.

by Navneet Munot Dec 31, 2022

‘Arbitrage fund can’t be a substitute for liquid fund’

Arbitrage funds can replace money market funds but not liquid funds.

by Joydeep Sen Oct 19, 2022

Tell your clients to invest 10% of their EMI in MFs through SIPs

Your clients can build a good corpus if they follow this simple yet effective tip.

by Chanchal Wankhede Oct 9, 2022

Lessons from Paanwala to deal with direct plans

Why do people prefer buying paan from a shop rather than ordering online or making it at home? The answer may have lessons for us.

by Prabir Sharma Jul 22, 2022

Dealing with client’s ego

Follow ‘LEAP’ model to address your client’s ego and engage with them meaningfully.

by Amit Basu Jul 13, 2022

How to select passive funds for clients?

Don’t get confuse by tracking error of ETFs as it is calculated on its NAV and not on the actual price at which investors buy and sell ETF units.

by Joydeep Sen Jun 24, 2022

SWP for retirement planning: How much to withdraw?

Ideally, MFDs/RIAs should keep retirement corpus and legacy planning separate for prudent retirement planning.

by Joydeep Sen May 13, 2022

Investment lessons from my first 10-km run

Building wealth requires long-term mindset, focus on the goal and the ability to venture into unchartered waters just like running your first 10 km run.

by Vinayak Sapre Feb 22, 2022

What is your unique value proposition?

As an MFD, we need to go beyond selling mutual fund products and develop expertise in any one subset of the profession, be it asset allocation, goal planning or something else.

by Prabir Sharma Jan 28, 2022