MF News

SEBI data reveals 8% of MF accounts under single holding are without nomination opt in or opt out. However, this number grows up to 27% in joint MF holding.

Kolkata MFD Dilip Kumar Dey, Lakshmi Finance also shares with us his 4 decades of experience as MF distributor.

The NFO opened on January 24 and closes on February 7, 2024.

Here is what industry’s experts think about the interim budget 2024.

A quick preview on the things that will impact you.

The alleged employee was working as an equity dealer for Sanctum Wealth’s PMS arm.

Ashutosh Bhargava, Nippon India MF, Christy Mathai, Quantum MF, Krishna Sanghavi, Mahindra Manulife MF and Mahesh Patil, CIO, Aditya Birla Sun Life MF share their view on the equity markets for February.

Avnish Jain, Head-Fixed Income, Canara Robeco MF, Gautam Kaul, Senior Fund Manager, Fixed Income, Bandhan MF and Rahul Singh, Senior Fund Manager – Fixed Income, LIC Mutual Fund share their debt outlook for the coming month.

Author, Public Speaker and Financial Coach Vinayak Sapre believes that MFDs should keep client communication original and fresh. He also talks about key business lessons and must have skills for MFDs.

The fund house has received application from over 83,500 investors.

Karthick CS, Trainer and Co-Founder of Knowise Learning Academy talks about the opportunities in banking & financial services sector. He also tells us about how MFDs can make concept of sectoral/thematic funds simple for clients.

DP Singh, Deputy MD and Joint CEO, SBI Mutual Fund talks about adding new MF investors. He also tells us what will drive growth in the Rs.50 lakh crore MF industry.

Bhavdeep Bhatt, Head, Retail Sales, Aditya Birla Sun Life MF talks about his lessons from 2023 and key trends that could shape up the industry in 2024.

SBI MF, ICICI Prudential MF and HDFC MF are the top three players in terms of regular AUM and manage over Rs 3 lakh crore each.

Ritesh Sheth, Tejas Consultancy, Mumbai shares with us his recipe to build a future proof and resilient business. He also talks about enhancing client experience.