‘Robo Advisors are not a fad’
Shawn Brayman, President of Plan Plus speaks to Cafemutual on the sidelines of Council of Financial Planners (COFP) India 2015 Convention about what benefits Robo Advisors provide and how brick and mortar advisors can stay relevant to compete with them.
by Ravi Samalad Jun 16, 2015
Scared of market volatility? Go for arbitrage funds!
Do you want to make money, but are scared of volatility in the market? If yes, then arbitrage funds may be meant for you.
by Source: Economic Times Jun 16, 2015
How to know if your fund is buying, selling stocks too much
How does a fund manger pick stocks? Does she adopt a buyand-hold approach to investing or does she chase momentum in the hunt for returns? For the lay investor, it is often difficult to grasp a fund managers approach. However, some easily available metrics can reveal a lot about a fund managers investment style. The portfolio turnover ratio or churn is one such metric.
by Source: Economic Times Jun 16, 2015
A few AMCs start providing direct feeds to SEBI RIAs, will others follow suit?
Around 10-11 AMCs have started providing feeds of direct plans to SEBI Registered Investment Advisors.
by Ravi Samalad Jun 15, 2015
Gold ETFs bleeding; should you stay invested?
Gold exchange traded funds (gold ETFs) or the so-called paper gold schemes were once very popular when the yellow metal witnessing a steady surge. But with gold losing sheen over the past couple of months, investors have started withdrawing money from these schemes in hordes, leading to a sharp drop in the asset under management (AUM) of gold ETFs in India.
by Source: IIFL Jun 15, 2015
What to do with your mutual fund when a correction happens
Yes, the equity markets have fallen 8.66% (Sensex fall till June 12) in last three months and the volatility seen in recent times suggest that the equity market is searching for directions.
by Source: Moneycontrol Jun 15, 2015
Do AMC officials take help of financial advisors to manage their personal finances?
Some AMC officials believe it is necessary to hire a financial advisor while others manage their investments on their own.
by Banali Banerjee Jun 15, 2015
‘Clients are willing to pay a fee if advisors give a solution to their pains’
Shalini Dhawan of Plan Ahead Wealth Advisors speaks to Cafemutual on the sidelines of Council of Financial Planners (COFP) India 2015 Annual Convention on how advisors can overcome the challenge of asking fee from clients.
by Ravi Samalad Jun 15, 2015
Equity Mutual Funds give negative returns even as large-cap schemes restrict losses
Indian equity markets have retreated nearly 8% from their peak of around 30,000 in the first week of March and, while equity schemes have mirrored this decline to a great extent, some of them have managed to restrict their losses better than others.
by The Financial Express Jun 13, 2015
Mutual funds invest Rs 40,000cr in debt markets during Apr-May
Mutual fund managers pumped in over Rs 40,000 crore in debt markets during April-May this fiscal primarily on account of improved business sentiments.
by Source: Business Standard Jun 13, 2015
Tata AMC appoints R Ganesh as its new CEO
R Ganesh was Managing Director at Blackrock Inc.
by Team Cafemutual Jun 13, 2015
Mutual fund schemes: Small is lucrative, but volatile; caution is key
After being overlooked by investors for several years, the Indian mutual fund industry witnessed a renewed momentum in FY15, registering over Rs 68,000 crore of net inflow in equity schemes.
by Source: The Indian Express Jun 12, 2015
AMFI to request SEBI to define ‘mis-selling’
The trade body is said to have sought feedback from fund houses on what construes ‘mis-selling’.
by Nishant Patnaik Jun 12, 2015
AMFI invites feedback on ‘upfronting’ of trail commission
Fund houses are expected to give their feedback on this issue by June 12.
by Nishant Patnaik Jun 11, 2015
