MF News

The promoter of India’s first private sector mutual fund re-enters the MF business.

Experts say that this may expedite appointment of SRO for mutual fund distributors.

Keep these pointers in mind when you evaluate SIP investment options for your clients.

Such a disclosure should be in both scheme-wise and date-wise format.

Also, upfronting of trail commission is allowed on SIP inflows of up to Rs.3000 per month per investor.

After tightening liquid fund valuation norms, SEBI targets below investment grade securities.

The magic formula to influence clients is- Intellectual realization + Emotional Realization = Behavioral Shift

SEBI has asked fund houses to pay withheld commission of distributors including upfront commission within 3 months starting from February 21, 2019.

SIP AUM accounts for 10.5% of the overall industry AUM.

If we include EPFO, PMS assets stand at 13.70 lakh crore.

The number of ultra HNIs in India is set to rise by 39% to 2,697 by 2023, says the Knight Frank Wealth report.

Ask not what the fund can generate; it puts pressure on fund manager to take additional risk, says Vidya Bala of FundsIndia at the recent Cafemutual IFA (CIFA) 2019.

Amravati IFA Mahesh Gattani reveals how he managed to activate 500 SIPs in a single day.

New scheme launch surges as fund houses rush to fill in product gaps.

You talk returns, the client talks returns; you talk performance, the client talks performance; you talk goals, the client talks goals said Sanjay Sapre, President, Franklin Templeton at the Cafemutual IFA (CIFA) 2019 event.