Guest Column

Are equity funds tax efficient than debt funds?

Tax efficiency in mutual funds is a function of horizon.

by Joydeep Sen Dec 27, 2021

Chehra (multibaggers) kya dhekte ho, Dil (Mutual funds) me utar kar dekho naa…

Many investors seek hot tips on stocks or multi-baggers without realizing the fact that mutual funds have changed fortunes over the years.

by Vijai Mantri Dec 25, 2021

Mastering the art of acquiring clients through IAPs

Make the most of IAPs through these four simple steps.

by Subir Nandi Dec 6, 2021

Why do MFDs lose their top clients?

To keep the client base intact, MFDs should pay more attention to top clients.

by Prabir Sharma Dec 1, 2021

Does direct equity investment score over mutual funds?

During bull markets, people compare performance of direct stocks versus mutual funds. However, they completely forget about the quality of performance that mutual funds have delivered.

by Vijai Mantri Nov 22, 2021

Is buy & hold strategy a ‘Bramhastra’ in investment world?

Investment is not complete without disinvestment.

by Vijai Mantri Oct 13, 2021

Understanding US benchmarks for international investing?

Let us look at difference between the four US based benchmarks available in Indian markets for international investing.

by Krishna Karwa Sep 28, 2021

Let’s look at PMS performance

Multicap strategies have performed better than pure large cap, mid cap or small cap PMSs.

by Deepak Jaggi Sep 22, 2021

Have we seen too many NFOs?

There were several media reports which say the MF industry has been banking on the current rally by launching NFOs.

by Joydeep Sen Sep 20, 2021

‘How MFDs can safeguard respect of married daughters of clients’

MFDs can help married daughters of their clients to achieve financial freedom.

by Deepak Jaggi Aug 12, 2021

‘How Franklin Templeton MF effectively preserved investors’ money’

FT took the hard call, a hit on their reputation and investors went through stress but it proved to be good for investors.

by Joydeep Sen Jul 21, 2021

Should you recommend target maturity funds to FMP investors?

Target maturity debt funds score over FMPs. Let us look how.

by Joydeep Sen Jul 6, 2021

Do ESG funds deserve a place in your clients’ MF portfolio?

ESG funds can be a part of large cap allocation in clients’ portfolio.

by Rachana Makhija Jun 30, 2021

Keep clients’ finance simple to weather the pandemic

Stick to basics by maintaining liquidity and continuing investments.

by Dilip Shenoy Jun 10, 2021

Time to look at Latin America for global diversification

Latin America offers a high risk, high reward commodity play at attractive valuations.

by Krishna Karwa May 25, 2021

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