MF News

4 essentials of building a successful MF distribution business

Udaipur MFD Manish Joshi talks about how he builds trust and implements innovative ideas to acquire new clients. He also talks about the key benefits of BSE Star MF platform.

by BSE Star MF FeatureApr 10, 2023

Even after 10 years India has just 1300 investment advisors

Of the total 1299 RIAs, 828 RIAs have individual license i.e. they are fee only advisors.

by Nishant Patnaik and Zahra GourApr 7, 2023

RIAs to state upfront that they cannot provide return assurance to investors

SEBI has asked RIAs to put this disclaimer in their website, marketing material, KYC forms, statements, reports and any other form of correspondent.

by Team Cafemutual Apr 7, 2023

How this Varanasi MFD acquires clients through cold calling and follow ups

MFD Mahima Dwivedi of MSD Financial services, Varanasi talks about client acquisition through cold calling and follow ups. She also talks about advantages of BSE StAR MF in the distribution business.

by BSE Star MF FeatureApr 6, 2023

RBI pauses the hike cycle, keeps repo rate unchanged at 6.50%

This comes after a cumulative rise of 250 bps since May 2022.

by Team Cafemutual Apr 6, 2023

RIAs cannot provide return assurance to investors: SEBI

The regulator has directed RIAs to include a disclaimer saying they cannot provide assurance on returns in their advertainment and client communication.

by Team Cafemutual Apr 6, 2023

MF Ranking: SBI, ICICI Prudential and HDFC are the top three fund houses in terms of AUM

Mirae Asset MF overtakes DSP MF to become the new entrant in the list of top ten fund houses.

by Karishma GagwaniApr 5, 2023

FPSB introduces investor psychology in financial planning practices

The board has updated global financial planning standards in which it has introduced a host of concepts to keep pace the evolving needs of investors.

by Team Cafemutual Apr 4, 2023

ICICI Pru MF launches a campaign to promote gold ETF

The fund house highlights the safety aspects of gold ETFs through this campaign.

by Team Cafemutual Apr 3, 2023

Mutual funds penetration remains low, form less than 10% of household savings

Edelweiss MF Report reveals that mutual funds form only 9.7% of household financial savings.

by Karishma GagwaniApr 3, 2023

Government hikes small savings schemes rate

Senior Citizen Savings Scheme and Sukanya Samridhi Yojana will fetch 8.2% and 8%, respectively between April-June 2023.

by Nishant PatnaikApr 1, 2023

What should be your debt strategy for April 2023?

Alok Singh of BOI MF, Dhawal Dalal of Edelweiss MF, Prashant Pimple of Baroda BNP Paribas MF and Puneet Pal of PGIM India MF share their debt outlook and fund recommendations.

by Zahra GourMar 31, 2023

Equity Outlook: How will the new FY kick start?

Dikshit Mittal of LIC MF, George Thomas of Quantum MF, Ravi Gopalakrishnan of Sundaram MF and Shridatta Bhandwaldar of Canara Robeco MF share their equity outlook for April 2023.

by Karishma GagwaniMar 31, 2023