MF News

MFD Mahima Dwivedi of MSD Financial services, Varanasi talks about client acquisition through cold calling and follow ups. She also talks about advantages of BSE StAR MF in the distribution business.

This comes after a cumulative rise of 250 bps since May 2022.

The regulator has directed RIAs to include a disclaimer saying they cannot provide assurance on returns in their advertainment and client communication.

Mirae Asset MF overtakes DSP MF to become the new entrant in the list of top ten fund houses.

The board has updated global financial planning standards in which it has introduced a host of concepts to keep pace the evolving needs of investors.

The fund house highlights the safety aspects of gold ETFs through this campaign.

Edelweiss MF Report reveals that mutual funds form only 9.7% of household financial savings.

Senior Citizen Savings Scheme and Sukanya Samridhi Yojana will fetch 8.2% and 8%, respectively between April-June 2023.

Alok Singh of BOI MF, Dhawal Dalal of Edelweiss MF, Prashant Pimple of Baroda BNP Paribas MF and Puneet Pal of PGIM India MF share their debt outlook and fund recommendations.

Dikshit Mittal of LIC MF, George Thomas of Quantum MF, Ravi Gopalakrishnan of Sundaram MF and Shridatta Bhandwaldar of Canara Robeco MF share their equity outlook for April 2023.

Over 80% of retail assets and nearly 75% of HNI investments are in regular plans.

MF investors will have to verify their mobile number and email id and update their PAN and PEKRN with MF folios by March 31, 2023.

Industry experts and renowned MFDs share with us some simple yet powerful tips on how to distribute debt funds in the absence of tax advantage.

The regulator asks portfolio managers with an AUM of Rs. 3,000 crore or more to implement the framework from October 1, 2023.

Funds having majority exposure in international stocks can disclose NAV by 10 AM on T+1 day.