Guest Column

The best performing scheme in three years duration has returned 11.25% CAGR whereas the worst performer has given returns of -1.31%. This difference in performance is many times the difference of expense ratio between direct and regular plans (which may at best be 0.5%).

Whether you have a team of 3 or 30, an IFA can give clarity of their role to his employees and at the same time have flexibility in the outfit, says Vinayak Sapre.

The services offered by IFAs are now perceived as hygiene factor. The client is more sensitive to what we talk and how we behave. We need to sense those changes.

There is a saying ‘Doctor aur Vakil se kuchh bhi nahi chhupana chahiye’. A financial advisor should aspire to be in that position.

Do not have too much confidence in the correctness of your present, firmly held investment beliefs, says A. Michael Lipper, CFA.

What is true for the professional managers is also true for individual investors, says A Michael Lipper, CFA.

Vinayak Sapre of Insights examines a few commonly held beliefs that hold IFAs back

Timing the sale of a security is arguably the most important aspect of any successful investment strategy.

Good research, good due diligence in general, means looking for differential information and approaching the problem in different ways, says Tom Brakke, CFA.

M S Shabbir of SenSage Financial Services shares his views on why financial planners should register with SEBI as Investment Advisers.

It seeks to cover all conceivable real world contingencies in proportion to their likelihood.

I have been recently asked “What do you believe about investing, but know that you could never prove?”

All PMs should study competitive portfolios and performance, not to copy them because the student will be late.

A. Michael Lipper, CFA discusses what money means in different contexts.

Mark Armbruster, CFA discusses the most commonsense strategies of investing which are largely ignored by the professional fund managers.