How to plan for your client’s vacation
Many IFAs recommend mix of liquid funds and balanced funds to plan for the holiday of their clients.
by Padmaja Choudhury Jun 3, 2017
When I take a holiday break
Read on to find out how these advisors manage their clients while on vacation.
by Daya Ragunathan Jun 3, 2017
PFRDA allows pension fund managers to maintain mutual fund holdings in physical too
Now, pension fund managers can hold MF units in both- physical and demat.
by Team Cafemutual Jun 2, 2017
70 percent people consult IFAs referred by their friends and family
A survey conducted by Principal Retirement Advisors shows that 58% respondents rely on the help of financial professionals in making important financial decisions.
Posted on Jun 1, 2017
‘Domestic inflows could easily set off FII outflows in a few years’
Dhimant Shah, Senior Fund Manager – Equity, Principal Mutual Fund shares his outlook for equity markets for 2017.
Posted on Jun 1, 2017
MF industry to get its first housing focussed fund
HDFC MF seeks SEBI approval for close-ended housing fund.
by Team Cafemutual May 31, 2017
Direct vs regular: Net inflows higher in direct plans
The mutual fund industry received net inflows of Rs.1.64 lakh crore through direct plans compared to Rs.1.50 lakh crore in regular plan in April-December 2016.
by Daya R May 31, 2017
Infrastructure funds - the new favourite
Government’s push to infrastructure sector has revived interest in infrastructure funds.
by Padmaja Choudhury May 31, 2017
Are Robos a threat to IFAs?
Ravinath Dasika Co-founder, Tavaga reveals why advisors need to start adopting robos or face the threat of extinction.
by Daya R May 30, 2017
Banks to share KYC details soon
Banks will start putting KYC details on Central KYC platform.
by Nishant Patnaik May 29, 2017
IFAN enters B2C space, launches a new direct investment platform
IFAN provides CRM and transaction software to IFAs and runs a financial literacy TV channel.
by Team Cafemutual May 29, 2017
e-commerce distribution of mutual funds may take some more time
SEBI Chief Ajay Tyagi said that the market regulator is currently not thinking about e-commerce distribution in mutual funds.
by Nishant Patnaik May 29, 2017
S Naganath quits DSP BlackRock Mutual Fund
Kalpen Parekh is the new President of the fund house.
by Nishant Patnaik May 27, 2017
Retail participation in liquid funds shoots up by 42% in FY 2016-17
With lower interest rate on traditional investments, risk-averse investors are putting money in liquid funds.
by Padmaja Choudhury May 26, 2017
IIFL AMC raises Rs.1800 crore in its alternative investment fund
IIFL AMC plans to raise a total of $600 million under its pre-IPO based funds.
by Padmaja Choudhury May 26, 2017
