Tutorials

All you need to know about SEBI’s risk class matrix for debt funds

The idea behind the matrix is to fix the maximum risk level for each scheme.

by Abhishek Kumar Dec 6, 2021

‘Making Money through Mutual Funds’: A perfect guide on mutual funds

The book is meant for those looking to understand MFs from the very basic.

by Team Cafemutual Jun 4, 2021

Rupee tumbles and Dollar strengthens – What does it mean for markets?

As Rupee touches lifetime low levels let us understand its impact on equity and debt markets.

by Shreeta Rege Sep 10, 2018

Five investment options for your NRI clients

Here is how to help NRIs clients to invest money

by Shreeta Rege Jun 23, 2018

Here is everything you need to know about foreign funds

Diversify your client’s portfolio geographically through foreign funds

by Shreeta Rege Jun 6, 2018

SWP: A tool for different life-stage needs

Recommend a SWP for each of the client’s three life-stages

by Shreeta Rege Jun 4, 2018

5 excel functions that advisors must know

Complete your client’s complex financial calculations at the click of a button.

by Shreeta Rege Apr 27, 2018

Tools you can use on Cafemutual

Let us discover which Cafemutual tools you can use to grow your business.

by Shreeta Rege Apr 27, 2018

Let me introduce myself. I am the new debt fund

Demystifying debt funds post-SEBI guidelines on scheme consolidation.

by Shreeta Rege Apr 24, 2018

All you need to know about travel insurance policies

Let us understand what is travel insurance and why you should add this to your offerings.

by Rosevina Gonsalves Jun 2, 2017

ABC of InvITs

Many fund houses have modified SIDs of their balanced funds and debt oriented hybrid funds to take exposure in InvITs. Find out how it works.

by Padmaja Choudhury May 19, 2017

“Mirae Asset: Pollution and Clean Energy in Asia”

by Mirae Asset Knowledge Academy Mar 29, 2017

“Mirae Asset Knowledge Academy : Invest in Equity to create Wealth”.

by Mirae Asset Knowledge Academy Mar 23, 2017

“Manage interest rate uncertainty via Dynamic Bond Funds”.

by Mirae Asset Knowledge Academy Mar 3, 2017

The ABC of REITs

Find out why IFAs should look at diversifying their offerings by adding REITs.

by Daya R Feb 16, 2017

POLL

MORE POLLS

AMCs can pay trail commission to the new distributor if investors initiate transfer of their assets. How will this impact you?

Help me get clients of other distributors who are underserved

Lead to poaching of clients

No significant effect on my business

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