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MF Facts & Figures
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Guest Column
Risk profiling is even more critical for advisors
Ethics and upholding high fiduciary standards is the cornerstone of the financial advisory business.
by
Jimmy Patel
Jan 17, 2020
‘Markets hitting new highs tells only half the story’
Large number of stocks yet to participate in the rally.
by
Atul Kumar
Jan 13, 2020
‘Incremental money is gradually moving into select midcap names’
Many mid and small caps where second quarter earnings were good showed decent investor interest.
by
Harsha Upadhyaya
Jan 13, 2020
5 things for IFAs to do in 2020
Here is how IFAs can kick-off 2020.
by
Jimmy Patel
Jan 8, 2020
Person of the year 2019
Like every year, there were several contenders.
by
Navneet Munot
Jan 2, 2020
Make your clients’ payday, their SIP day
If financial advisors counsel investors/clients to make their payday, the SIP day, it can go a long way.
by
Jimmy Patel
Dec 16, 2019
Fallacy of using index PE multiple as a valuation benchmark
Fair value approach is the directionally correct and consistent approach to make judgements on market valuation.
by
Vinay Paharia
Dec 12, 2019
Solutions to common challenges faced by IFA community
Rajan Pathak who has been in the financial industry for more than 25 years shares his thoughts on the most common problems that IFAs face.
by
Rajan Pathak
Nov 29, 2019
India and the ESG challenge
Navneet Munot, CIO of SBI MF elaborates on the need to integrate ESG considerations into investment analysis.
by
Navneet Munot
Nov 27, 2019
What accounts for the investor interest in debt in October 2019?
Read on to find what is driving the debt markets and what you should recommend to your investors
by
Jimmy Patel
Nov 18, 2019
Tips on how to retain clients
Read on to find out how to keep your clients happy and satisfied.
by
Tata MF's Simply Simple
Nov 18, 2019
Meet 10 types of mutual fund investors
These categories of mutual fund investors based on investment process, behavioral traits and knowledge level.
by
Sougata Basu
Nov 18, 2019
Do you really know about real inflation?
Inflation rate declared by the Government of India is not personal inflation.
by
Rishabh R. Adukia
Nov 13, 2019
How to position your client’s portfolio with Sensex at a record-high
Core holdings should form a major portion of the mutual fund portfolio and ideally should consist of a large-cap fund, multi-cap fund and a value style fund.
by
Jimmy Patel
Nov 11, 2019
Why having your own mobile app is important
Having your own mobile app can help you get new clients and reduce operational cost.
by
Ritesh Sheth
Nov 7, 2019
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