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  • Guest Column

    What is your unique value proposition?
    As an MFD, we need to go beyond selling mutual fund products and develop expertise in any one subset of the profession, be it asset allocation, goal planning or something else.
    by Prabir SharmaJan 28, 2022
    Understanding performance of PMS
    Many PMS schemes have outperformed benchmark by a good margin over the last 10 years.
    by Deepak JaggiJan 14, 2022
    Key learnings of the mutual fund industry in 2021
    Read on to know some of the major learnings for the mutual fund industry during 2021.
    by Chandresh NigamDec 31, 2021
    Person of the year 2021
    Like every year, there were several contenders.
    by Navneet MunotDec 31, 2021
    Are equity funds tax efficient than debt funds?
    Tax efficiency in mutual funds is a function of horizon.
    by Joydeep SenDec 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 MantriDec 25, 2021
    Mastering the art of acquiring clients through IAPs
    Make the most of IAPs through these four simple steps.
    by Subir NandiDec 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 SharmaDec 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 MantriNov 22, 2021
    Is buy & hold strategy a ‘Bramhastra’ in investment world?
    Investment is not complete without disinvestment.
    by Vijai MantriOct 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 JaggiSep 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 SenSep 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 SenJul 21, 2021
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