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Guest Column

How can advisors deal with change?
Change Management in 3 Steps
by Maria Marsala Mar 23, 2018
A letter to the finance minister:
Here are Amit Trivedi’s suggestions to the Union Finance Minister Arun Jaitley on Budget 2018.
by Amit Trivedi Feb 8, 2018
What does Budget 2018 hold for fixed income investors?
It is not as bad as it seems for the bond market.
by Joydeep Sen Feb 3, 2018
Union Budget 2018 - A satirical interview
Here is the Amit Trivedi’s ‘tongue in cheek’ take on Budget 2018.
by Amit Trivedi Feb 3, 2018
With bond yields going north, what should you do?
Recommend short term bond funds to your clients.
by Joydeep Sen Jan 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 Sen Jan 20, 2018
Beware of framing, as it affects behavior
Let us look at the concept of framing bias.
by Amit Trivedi Jan 17, 2018
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 Mehta Dec 31, 2017
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 Gupta Dec 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 Trivedi Dec 26, 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 Trivedi Nov 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 Sen Oct 27, 2017
Enjoying the journey called life!
A real life case study on life planning.
by Suresh Sadagopan Sep 22, 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 Pandit Aug 5, 2017
How to achieve Rs.100 lakh crore AUM by 2018
MF industry needs disruptive thinking rather than incremental thinking
by Sanjay Bhargava Jul 27, 2017