RIA applicants can now apply for registration online with SEBI
Also, existing RIAs can upload their compliance reports online.
by Nishant Patnaik Oct 21, 2016
The Gujarati edition Amit Trivedi’s ‘Riding the Roller Coaster’ makes an impressive debut
The Gujarati edition of ‘Riding the Roller Coaster’ book is already among the top 100 business books on Flipkart even though the book is yet to be released.
by Banali Banerjee Oct 21, 2016
NSE starts online investor activation feature on its NSE MF II platform
Distributors will have to scan and upload investors KYC documents and cancelled cheque copy on the platform for online IIN (individual identification number) activation.
by Team Cafemutual Oct 21, 2016
Dhawal Dalal joins Edelweiss AMC as its CIO – Fixed Income
Prior to joining Edelweiss, Dhawal Dalal was heading fixed income at DSP Black Rock AMC.
by Team Cafemutual Oct 20, 2016
Now advisers can help their clients redeem MF investments instantly
Reliance Mutual Fund and DSP BlackRock have started offering instant redemption facility in their ultra-short term funds which helps investors get money in their bank accounts any day 24X7.
by Team Cafemutual Oct 20, 2016
SEBI allows RIAs to initiate client transactions through stock exchange platforms
Following this move, stock exchanges could start offering direct plans on their platforms.
by Nishant Patnaik Oct 20, 2016
TVS Capital Group’s Chairman picks stake in Lovaii Navlakhi’s firm
Gopal Srinivasan, Chairman of TVS Capital and other investors have acquired a majority stake in Lovaii Navlakhi’s firm International Money Matters.
by Banali Banerjee Oct 19, 2016
AIF industry to reach over Rs. 1 lakh crore in five years’
Alternative investment funds see massive surge in AUM.
by Nishant Patnaik Oct 18, 2016
SEBI to revisit risk management guidelines in mutual funds
Consulting firm EY has submitted its recommendations on formulating a uniform risk management policy to AMFI.
by Nishant Patnaik Oct 17, 2016
India’s elderly population projected to rise by 19% in 2050, an opportunity for advisers?
Read on to find out how to help your clients post retirement.
by Team Cafemutual Oct 14, 2016
India is home to 2 lakh HNIs
HNIs had a combined wealth of over US$797 billion in 2015, shows Capgemini World Wealth Report 2016.
by Nishant Patnaik Oct 14, 2016
Birla MF launches new ad campaign ‘One SIP per Dream’
The new TV commercial ‘Jitne Sapne Utne SIP’ encourages investors to look at SIP differently – not as good ‘one-off’ plans but as ‘must-have’ plans for every financial goal, says A Balasubramanian, CEO, Birla Sun Life MF.
by Team Cafemutual Oct 13, 2016
United Forum approaches SAT on commission disclosure issue
Distributors believe that the practice of disclosing gross commission in absolute terms may induce pass backs.
by Nishant Patnaik Oct 13, 2016
‘Managing clients is no different from managing your wife’
Distributors need to articulate, quantify and repeatedly present the value of their advice to clients, says Peshotan Dastoor, National Sales Head, Franklin Templeton AMC.
by Banali Banerjee Oct 13, 2016
G Mahalingam is the new Whole-Time Member at SEBI; will look at MFs
Mahalingam replaces Prashant Saran who was heading investment management division which includes mutual funds.
by Team Cafemutual Oct 13, 2016
