Guest Column

Intermediaries across the board need training on psychology, economics, technology and soft skills.

Melvin Joseph of Finvin Financial Planners explains the applicability and calculation of taxes on different fund categories.

Nandish Desai of Jagoadvisor lists out seven important practices which advisors should inculcate before they start their day in order to succeed in their profession.

Network FP organized a roundtable discussion on "SEBI Investment Advisor Regulations 2013" to understand its implications on financial planners, advisors and investors recently in Mumbai.

Dilshad Billimoria of Dilzer Consultants explains the importance and application of indexation in various asset classes.

Melvin Joseph, a Mumbai based financial planner shares his experience of investing Rs 1000 per month through a SIP in 1995 when his first daughter was born. He invested 2.12 lakhs in these 212 months and the fund value is 22 lakhs now!

SEBI has finally released the much awaited regulations for Investment Advisers (IA) after a slew of other regulations to combat mis-selling in markets and related services.

Equity investment is like sowing a Chinese bamboo tree which grows only after 5 years 3 months

Malhar Majumder, Executive Director, Fine Advice shares the importance of creating a succession plan for clients.

Brijesh Damodaran, Founder and Managing Partner, Zeus WealthWays takes you through the important role played by Emotional Quotient (EQ) in an advisor’s success

Ritesh Sheth of Tejas Consultancy presents his charter of expectations from fund houses

Sunil Mishra, CEO, Karvy Private Wealth draws some useful and relevant insights for all financial planners and advisors from a VISA International survey on financial awareness

Shifali Satsangee of Funds Vedaa digs deep into the Bhagavad Gita and finds that it can be a great guide for motivation.

While advisors are busy creating financial plans for clients, they should ensure that they do not neglect their own personal finances. Mumbai-based financial planner Melvin Joseph recounts this true story.

Dilshad Billimoria of Dilzer Consultants illustrates the benefits of Value Cost Averaging over Rupee Cost Averaging (SIP).