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  • Guest Column

    Selling debt funds in an era of tax uniformity
    Even after change in tax rule, here is why investing in debt mutual funds still makes sense.
    by Jimmy PatelMay 22, 2023
    Eight smart tips to build future ready business
    These timeless lessons can help you prepare for the 5 trillion-dollar economy.
    by Suren KocharMay 5, 2023
    On top of the world, yet a long way to go!
    A unique combination of democracy, demographics, demand and digitization give India a potent force to take the next step, or rather the next leap towards becoming a global superpower.
    by Navneet MunotMay 3, 2023
    Here is how to distribute debt funds post change in taxation
    Debt funds are no longer subject to indexation benefits. Now the big question is how to sell debt funds to clients?
    by Joydeep SenApr 4, 2023
    Why hybrid funds are better than long short AIFs?
    Even conservative hybrid funds have performed better than the top long short AIFs.
    by Sandeep KulkarniMar 9, 2023
    Here is how to protect your AUM
    These tips can protect your assets from forces which are not in your control like market volatility, direct plans and so on.
    by Vinayak SapreJan 19, 2023
    Target Maturity Funds: Things to keep in mind before recommending
    TMFs are relatively safer and offer visibility of returns.
    by Joydeep SenJan 5, 2023
    Person of the year 2022
    Like every year, there were several contenders.
    by Navneet MunotDec 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 SenOct 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 WankhedeOct 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 SharmaJul 22, 2022
    Dealing with client’s ego
    Follow ‘LEAP’ model to address your client’s ego and engage with them meaningfully.
    by Amit BasuJul 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 SenJun 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 SenMay 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 SapreFeb 22, 2022
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