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  • Guest Column

    Should you recommend target maturity funds to FMP investors?
    Target maturity debt funds score over FMPs. Let us look how.
    by Joydeep SenJul 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 MakhijaJun 30, 2021
    Keep clients’ finance simple to weather the pandemic
    Stick to basics by maintaining liquidity and continuing investments.
    by Dilip ShenoyJun 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 KarwaMay 25, 2021
    Does the new name for dividend option clear air?
    SEBI has renamed dividend option in mutual funds as ‘Payout of income distribution cum capital withdrawal’ option from April 1, 2021.
    by Joydeep SenMay 20, 2021
    Equity funds look promising with medium to long term perspective
    While many experts have been talking about soaring market valuation, equity funds still make a lot of sense with a medium to long term perspective considering the economic recovery.
    by Jitendra AgarwalMay 13, 2021
    A perspective on performers of PMS
    PMS offers flexibility to fund managers to maneuverer market opportunities.
    by Deepak JaggiApr 19, 2021
    Do you know how long will your clients continue SIPs?
    Data sciences can help you find out how long are your clients likely to continue their SIPs. And if you know this well in advance, you can increase your engagement with such clients to hold them back.
    by Mahmood BashaApr 16, 2021
    My coronavirus musings
    Here are five key lessons that I learnt from my coronavirus experience. I hope these learnings will help covid patients keep themselves motivated.
    by Nishant PatnaikApr 13, 2021
    Why employer-employee insurance scores over keyman insurance?
    Let us look at the nitty gritty of both policies.
    by Deepak JaggiMar 16, 2021
    Clear the air: Floating rate funds
    Let us understand the concept of floating rate funds and find out if it makes sense for your clients.
    by Joydeep Sen Mar 11, 2021
    Here is how to acquire women clients
    Once you onboard a woman client, she is more likely to stay invested with you for the long term.
    by Akta SehgalMar 6, 2021
    ‘New norms on NAV would affect MF industry’s growth’
    While investors can get real time stock price if they invest through stockbrokers, they have to wait until their money reaches the AMC account to get same day NAV.
    by Vijai MantriFeb 16, 2021
    Can active funds outperform benchmark?’
    Large cap funds can outperform benchmark by a healthy margin in a broad based rally, according to a study done by Vijai Mantri…….
    by Vijai MantriJan 30, 2021
    Taxation of segregated portfolio simplified
    Currently, the date of cost of acquisition of segregated portfolio is the same as the date of cost of acquisition of main portfolio.
    by Joydeep SenJan 22, 2021
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