‘Your client will forgive a mistake but will never forget the feeling of being cheated’
Kavitha Menon, a SEBI registered Investment Adviser shares her biggest learnings as a wealth advisor and more.
by Ravi Samalad Sep 11, 2013
‘Low awareness and prevalence of myths are the biggest challenges for health insurance’
Manasije Mishra, Chief Executive, Max Bupa Health Insurance talks to Cafemutual about the company’s model, its offerings and future plans.
Posted on Sep 11, 2013
Three NCDs hit the market, which one do you recommend to clients?
Advisers say REC more suitable for those in higher tax-bracket and SREI for those in lower tax-brackets.
by Nishant Patnaik Sep 11, 2013
‘We deserve to be among the top three AMCs’
DP Singh, Chief Marketing Officer (CMO), SBI Mutual Fund shares his plans and outlook with Cafemutual
Posted on Sep 10, 2013
Mr. Planner, have you planned for yourself?
IFAs need to have their retirement fund and not solely depend on trail income.
by Vinayak Sapre Sep 9, 2013
Reliance Mutual Fund launches CRM platform for IFAs
The Client Relationship Management (CRM) platform is designed to help IFAs organize and streamline their work.
by Team Cafemutual Sep 9, 2013
AKIFAA appoints new President and executive body members
Suresh Nair is the new President of AKIFAA.
by Team Cafemutual Sep 8, 2013
Equity funds see net inflows of Rs 467 crore in August due to lower redemptions
The S&P BSE Sensex dropped 4% from 19346 to 18,620 points in August.
by Team Cafemutual Sep 7, 2013
MF industry awaits clarity on ‘simple and performing’ schemes
New cadre of distributors can’t sell FMPs since they don’t meet SEBI’s criteria of three year track record and outperformance against benchmark.
by Ravi Samalad Sep 6, 2013
Karvy Computershare launches biz intelligence tool for mutual fund distributors
Through this platformdistributors can slice and dice data, benchmark with peers, cut across asset classes, demographics and product category.
by Team Cafemutual Sep 4, 2013
EUIN remediation period to be 7 days from January 1, 2014
EUIN remediation period will be 30 days from October 1 and seven days from January 1, 2014.
by Ravi Samalad Sep 4, 2013
S&P BSE Sensex tanks 651 points
The rupee fell more than two percent on Tuesday to close at 67.73 per dollar from 66.02.
by Team Cafemutual Sep 4, 2013
REC floats tax free secured redeemable NCB
Rural Electrification Corporation’s Non-Convertible Bond (NCB) is offering tax free yield up to 8.71% per annum to retail investors.
by Team Cafemutual Sep 4, 2013
Motilal Oswal Mutual Fund to launch Ultra Short Term Bond Fund
The fund will open for subscription on 4 September 2013 and close on 5 September 2013.
by Team Cafemutual Sep 3, 2013
