Nivesh Jaagran

Client conversations during volatile markets
A few pointers to calm your clients’ frayed nerves during volatile markets.
by Shreeta Rege Nov 21, 2018
Understanding HNI clients
While dealing with HNIs, wealth preservation is as important as wealth generation.
by Shreeta Rege Oct 30, 2018
With the markets turning volatile, does it make sense to continue your SIP?
Let us analyse SIP performance in different market scenarios.
by Shreeta Rege Oct 12, 2018
Understanding NRI clients
Let us understand how you can cater to NRI clients.
by Shreeta Rege Oct 8, 2018
How to explain compounding to your client’s kids?
Simple ideas to explain why compounding is called the eighth wonder of the world.
by Shreeta Rege Sep 9, 2018
How to choose a debt fund
Things to remember while choosing a debt fund.
by Shreeta Rege Sep 6, 2018
A trip down the memory lane of debt funds
Open-end debt funds complete 23 years of existence.
by Shreeta Rege Aug 7, 2018
Why debt funds hold an edge over bank FDs
Debt funds are more tax efficient than bank FDs.
by Team Cafemutual Jul 31, 2018
How you can help your rich clients stay rich
Here are some unconventional investment products for HNIs.
by Team Cafemutual Jul 8, 2018
Understanding small business owners
Read on to understand things you need to consider before making a plan for small business owners.
by Team Cafemutual Jun 8, 2018
Tips to work with couple clients
Read to know how advisors can efficiently cater to couple clients
by Kanika Bhargav May 10, 2018
Financial planning for expecting parents
Read on to know what pointers you should consider to plan for expecting parents.
by Kanika Bhargav Apr 23, 2018
Financial planning for joint families
Understanding and advising families with several members who are in different life stages
by Team Cafemutual Mar 12, 2018
Financial planning for single parents
Read on to understand and overcome the challenges of advising single parents.
by Team Cafemutual Feb 15, 2018
Financial planning tips for millennial clients
Advisers should help millennials identify their short-term goals to encourage them to start investments.
by Team Cafemutual Jan 18, 2018