Guest Column

Tips on how to retain clients

Read on to find out how to keep your clients happy and satisfied.

by Tata MF's Simply SimpleNov 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 BasuNov 18, 2019

Do you really know about real inflation?

Inflation rate declared by the Government of India is not personal inflation.

by Rishabh R. AdukiaNov 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 PatelNov 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

Here is how you can ‘Excel’ your advisory business

The article lists out some of the commonly used Excel functions in financial advisory.

by Anoop NasaNov 5, 2019

The retiree market is huge, but are you equipped to handle them?

Vinayak Sapre looks at the challenges and the opportunities in managing retirees.

by Vinayak SapreNov 5, 2019

"My name is Volatility & I am not a Terrorist"

Beed IFA Kiran Bharde explains how to deal with clients during volatile markets. Read his interesting write up in Marathi.

by Kiran Bharde Oct 31, 2019

How agents can ensure better claim settlement experience for clients

Here are the factors that will help your clients get health claims settled in no time.

by Anuj Jindal Oct 30, 2019

Is Your Advisory Business Using These Important Best Practice Systems?

by Maria MarsalaOct 30, 2019

8 tips to make client review meetings productive

The annual review meeting is an excellent tool to engage with clients.

by Tata MF's Simply SimpleOct 27, 2019

How to set the right client expectations

Be it service or returns, managing expectations is necessary for a happy client relationship.

by Tata MF's Simply SimpleOct 25, 2019

Are we in the last leg of a rate cut cycle and how to approach debt funds now

The approach to follow while investing in debt mutual funds

by Jimmy A PatelOct 22, 2019

Post exit loads in liquid funds, what shall be the strategy for short term investors?

Arbitrage funds can be used to park short term funds.

by Bhoopesh JainOct 19, 2019

Factors to keep in mind while recommending credit funds

A major cause for this rise in YTM of credit risk funds is attributable to sharp sell-offs in certain specific companies.

by Arvind SubramanianOct 15, 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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