Guest Column

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 Nasa Nov 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 Sapre Nov 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 Marsala Oct 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 Simple Oct 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 Simple Oct 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 Patel Oct 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 Jain Oct 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 Subramanian Oct 15, 2019

How to select debt funds in the current ‘event’ful times

Parameters for selecting debt funds post the series of credit events.

by Joydeep Sen Oct 14, 2019

Tips to run effective investor awareness programs

Strategies to get maximum participation and response from your IAPs.

by Tata MF's Simply Simple Sep 13, 2019

Avoid the noise because ‘Dar Ke Aage Jeet Hai’

Beed IFA Kiran Bharde says the best way to deal with slowdown is to ‘keep calm and stay focused’. Read his interesting write up in Marathi.

by Kiran Bharde Sep 6, 2019

Economic Bubbles: The History, Causes, and Effects

by Fortunly Sep 2, 2019

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