MF News

There is no change in the assets under advisory fee model.

Agra MFD Shalab Gupta Bibhab of Bibhab Capital feels that AI has the potential to revolutionize both client servicing and investment processes and enable MFDs to provide more personalized and effective solutions to investors. He also shares with us his views on key investor trends and more.

Overall, the AUM of the MF industry increased by 40% in the last one year.

Large cap and mid cap segments see 13 and 25 new entries, respectively in the last one year.

Recently, NISM has introduced a new certificate renewal examination for RIAs.

AMFI has also proposed that LTCG threshold in equity should be increased to Rs.2 lakh if holding period is between 1 and 3 years

In addition, SEBI has issued MF Lite regulations in which it has allowed MF Lite AMCs to launch close end debt funds.

The platform offers services like video learning, reporting a scam and financial calculators.

Key events of 2024 that can have huge bearings on your business in days to come.

Akhil Mittal, Senior Fund Manager – Fixed Income, Tata MF, Avnish Jain, Head - Fixed Income, Canara Robeco MF, Pratik Shroff, Fund Manager – Fixed Income, LIC MF and Rahul Goswami, CIO - Fixed Income (India), Franklin Templeton MF share their outlook for January 2025.