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  • Guest Column

    How to charge fees from your clients? Learn from real life examples…
    Clients pay us when they see us improving their financial lives, believes Deepali and cites three examples
    by Deepali SenJun 2, 2013
    Are you on the right direction?
    Sadique urges advisors to address 10 important questions relating to their future.
    by Sadique NeelgundMay 30, 2013
    Mis-selling of MFs is now a fraudulent practice; get prepared to deal with it
    To avoid unlimited personal liability, adopt either the LLP or the Private Limited Company framework.
    by Rajesh KrishnamoorthyMay 27, 2013
    What’s with the mad rush towards gold and real estate?
    Are investors being really foolish, in saying, “my property has doubled in eight years”, when they can double their money in the bank or post office in the same time with virtually zero risk?
    by Dilshad BillimoriaMay 16, 2013
    Change is unavoidable
    Intermediaries across the board need training on psychology, economics, technology and soft skills.
    by Vinayak SapreMay 1, 2013
    How to calculate tax on mutual funds?
    Melvin Joseph of Finvin Financial Planners explains the applicability and calculation of taxes on different fund categories.
    by Melvin JosephFeb 21, 2013
    What do most successful advisors do before breakfast?
    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.
    by Nandish DesaiFeb 18, 2013
    Key takeaways from Network FP panel on SEBI Investment Adviser Regulations
    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.
    by Sadique Neelgund - Founder of Network FPFeb 17, 2013
    Making indexation work to your clients advantage
    Dilshad Billimoria of Dilzer Consultants explains the importance and application of indexation in various asset classes.
    by Dilshad BillimoriaFeb 5, 2013
    How much will your clients get if they invest Rs 1000 every month via SIP?
    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!
    by Melvin JosephFeb 4, 2013
    The New Financial Advisor World Order – SEBI Investment Adviser Regulations 2013
    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.
    by Biharilal DeoraJan 31, 2013
    Lessons from Chinese bamboo for equity investments
    Equity investment is like sowing a Chinese bamboo tree which grows only after 5 years 3 months
    by Jigar ParekhJan 21, 2013
    Life after death
    Malhar Majumder, Executive Director, Fine Advice shares the importance of creating a succession plan for clients.
    by Malhar MajumderDec 9, 2012
    It is your EQ and not your IQ that will determine your success
    Brijesh Damodaran, Founder and Managing Partner, Zeus WealthWays takes you through the important role played by Emotional Quotient (EQ) in an advisor’s success
    by Brijesh DamodaranNov 26, 2012
    What does a distributor want from a manufacturer?
    Ritesh Sheth of Tejas Consultancy presents his charter of expectations from fund houses
    by Ritesh ShethNov 1, 2012
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