Guest Column

This Women’s Day, let us take pledge to make women clients financially independent.

by Sapna NarangMar 7, 2020

‘Coronavirus outbreak: India can fancy its chances as an alternative to China in global economy’

Following the outbreak of coronavirus, global supply chains will have to readjust, and manufacturing should shift away from China to other countries.

by Navneet MunotMar 3, 2020

A checklist for advisors to set up anti mis-selling practice

Currently, the regulator is closely watching financial advisors to check mis-selling practices.

by Jimmy PatelJan 28, 2020

Why it makes sense to shun hybrid funds

Investors should invest in a combination of equity funds and debt funds instead of hybrid funds. Here is why.

by Joydeep Sen Jan 25, 2020

Say no to retirement planning and yes to financial freedom

Let us see why it makes sense to change our pitch from retirement planning to financial freedom.

by Vinayak SapreJan 20, 2020

Risk profiling is even more critical for advisors

Ethics and upholding high fiduciary standards is the cornerstone of the financial advisory business.

by Jimmy PatelJan 17, 2020

‘Markets hitting new highs tells only half the story’

Large number of stocks yet to participate in the rally.

by Atul KumarJan 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 UpadhyayaJan 13, 2020

5 things for IFAs to do in 2020

Here is how IFAs can kick-off 2020.

by Jimmy PatelJan 8, 2020

Person of the year 2019

Like every year, there were several contenders.

by Navneet MunotJan 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 PatelDec 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 PahariaDec 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 PathakNov 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 MunotNov 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 PatelNov 18, 2019

POLL

MORE POLLS

What is your approach in dealing with market volatility?

Do nothing; after all volatility is a part of the game

Revisit asset allocation and rebalance client portfolios

Increase equity allocation selectively

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