Here is how to onboard a client in just a few minutes
A step-by-step guide to use CAMS eKYC facility through which you can do biometric KYC of your clients
by Nishant Patnaik Apr 25, 2018
SAT stays SEBI order to wind up Sahara Mutual Fund
Earlier, SEBI had asked Sahara Mutual Fund to wind up its mutual funds business by April 21.
by Team Cafemutual Apr 24, 2018
You can get up to 2.20% commission on SREI Equipment Finance NCD issue
The issue will open for subscription on April 25 and close on May 16, 2018.
by Team Cafemutual Apr 24, 2018
Think twice before you say ‘Advisor Zaroori Hai’
AMFI has cautioned distributors against tweaking or modifying ‘Mutual Fund Sahi Hai’ campaign line to promote their own business.
by Nishant Patnaik Apr 23, 2018
Five features of NSE NMF II that you may not be aware of
A primer on some key features of NSE NMF II that will help you grow business.
by Team Cafemutual Apr 20, 2018
FATCA and central KYC mandatory for NPS subscribers
PFRDA has also made bank account details and mobile no. mandatory for NPS subscriber to provide make the process of exit from NPS hassle free.
by Team Cafemutual Apr 20, 2018
Retirement and buying a house/car top priority for Indian retail investors
While 22% retail investors invest their money for their sunset days, 20% invest to buy a house or car.
by Nishant Patnaik Apr 20, 2018
Reliance Mutual Fund adds highest retail AUM in FY 2017-18
The fund house added over Rs.20,000 crore last fiscal.
by Padmaja Choudhury Apr 20, 2018
It's a VUCA world!!
VUCA stands for Volatile, Uncertain, Complex, and Ambiguous.
by Radhika Gupta Apr 19, 2018
‘Here are the two social media activities that has helped me grow business’
Let us see how these advisors grow their business through social media.
Posted on Apr 19, 2018
Subramanian Swamy on how India can achieve economic growth rate of 10%
Among his key recommendations are incentivising savers by abolition of income tax, providing cheap credit to small and medium enterprises (SMEs).
by Nishant Patnaik Apr 19, 2018
‘Distributors do not sell our schemes due to our size’
In an interview with Cafemutual, Sandeep Dasgupta, CEO, BOI AXA Mutual Fund talks about the growth of the fund house and his future plans.
by Padmaja Choudhury Apr 17, 2018
AMFI asks distributors to submit declaration of self-certification by June
Distributors who do not submit DSC will not get brokerage from July 1.
by Nishant Patnaik Apr 17, 2018
IFAs are the most trusted source of information for retail investors: CFA Survey
Over 65% retail investors said that their personal financial adviser is the most trusted source of information, followed by friends and family members (10%), online research (8%), and others.
by Nishant Patnaik Apr 17, 2018
