AUM of public sector AMCs grows by 28% in FY 2015-16
In terms of AUM, the market share of eight public sector fund houses has increased by 2% i.e. from 15% in FY 2014-15 to 17% in FY 2015-16.
by Team Cafemutual Apr 16, 2016
6% of industry AUM is advised by associate distributors
Associate distributors advise on Rs. 76,308 crore AUM as on March 2016.
by Team Cafemutual Apr 16, 2016
How financial advisers can appeal to NextGen HNWIs
Advisers have to overcome the myth that younger HNWIs only have simple wealth management needs and are only interested in utilizing online services to fulfill them, says David Wilson, head of the strategic analysis group at Capgemini Financial Services and founder of thewealthconsultant.com.
by April J. Rudin Apr 13, 2016
IFA Associations flag commission disclosure issue with AMFI
IFAs suggest that this disclosure could be in percentage form.
by Nishant Patnaik & Ravi Samalad Apr 13, 2016
AMCs to start giving 50% of IAP corpus to AMFI
Based on AUM of Rs. 12.32 crore as on March 2016, the industry will give Rs. 123 crore to AMFI for conducting IAPs this year.
by Ravi Samalad Apr 12, 2016
Equity funds add over 43 lakh folios in FY 2015-16
Overall, the mutual fund industry has added close to 60 lakh folios in FY2015-16 across all categories.
by Team Cafemutual Apr 12, 2016
How advisors can meet the new retirement challenge
A whitepaper on ‘The New Retirement: How advisors are meeting the challenge’ focuses on the issues advisors will face in helping clients achieve a secure retirement and offers insights to overcome these challenges.
by Team Cafemutual Apr 11, 2016
We are in discussions with all stakeholders: Jayant Sinha tells IFAs via Twitter
Responding to a tweet from an IFA, Sinha said that he will be happy to meet the industry delegation to discuss this issue.
by Nishant Patnaik and Ravi Samalad Apr 8, 2016
Equity funds see net outflows of Rs. 3,206 crore in March
Profit booking coupled with dividend payouts led to net outflows from equity funds in March.
by Team Cafemutual Apr 8, 2016
IFA Association shoots off letter to AMCs asking their stance on SEBI’s commission disclosure diktat
While fund houses say that they are not in favor of commission disclosure in a/c statements, they say that IFAs should take up the matter with SEBI instead of approaching AMCs.
by Nishant Patnaik Apr 8, 2016
Should you recommend mid cap funds at this juncture?
Experts say that investors should diversify their portfolio by having at least 70% of their corpus in large caps and the remaining in mid-caps.
by Poonam Bansal Apr 7, 2016
Decision making under pressure
Should we make decisions based on intuition and emotion? Or should we make them more rationally, using data, analytics, and numbers?
by Mark Harrison, CFA Apr 7, 2016
