Franklin Templeton’s decision to close down six schemes.

What really happened to six funds of Franklin Templeton which are closed for redemptions? Why did FT take this call? Historically, FT&rsq ...

29 Apr 2020
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One huge benefit from TER cut decision

Here is my take on its impact to various market intermediaries. B-30 Overall negative for B-30. Small and genuine distributors in B-30 ...

21 Sep 2018
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FREE Fitbit for your business growth

Fitbit is an amazingly successful global idea – you wear your personal fitness tracker like a watch around your wrist, and it keeps a ...

29 Jan 2018
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9 points to convince clients about staying back

In a nutshell Some uncomfortable client conversations have begun after commission disclosure in CAS statements have been enforced, and it i ...

23 Jan 2017
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Fee Model – If you don’t get it right in beginning, it will hurt later

Charging fee to clients is a fairly new concept in India and as such there is not much precedence on the right way to do it. As such, a lot ...

15 Jan 2016
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Pension Rules Simplified

To facilitate smooth transition for families of Central Government Employees eligible for pension; the -Government has simplified family ...

07 Jun 2021
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Debt fund risks to be highlighted

In its efforts to enable investors to evaluate potential future risks in funds they invest in; SEBI issued a circular on June 7, 2021. Here ...

09 Jun 2021
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ETFs on the rise

The past one year (2020-2021) has been mixed and has changed a lot of things around us, passive investing seems to be slowly picking up when ...

11 Jun 2021
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Vaccination certificate and insurance

Following with global trends, insurers in India are also toying with the idea of seeking vaccination certificates from prospective policyhol ...

09 Jun 2021
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RBI increases ATM interchange charges

The RBI raised the interchange fee on each financial transaction at an ATM which will come into effect from August 1, 2021. ▪️ The la ...

15 Jun 2021
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8 Point Economic Relief Measure

Finance Minister Nirmala Sitharaman announced major economic relief measures to boost economy ✅ ₹1.1 lakh crore loan guarantee scheme ...

29 Jun 2021
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The Power of Compounding – For IFAs

Einstein observed: “Compounding is the eighth wonder of the world.” As financial advisors, we quote this to our clients almost e ...

01 Dec 2016
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Focus on STPs. Not just SIPs.

I will come straight to the point. I think advisors are over obsessed with equity investments. They mostly believe that it is only equity wh ...

31 Oct 2016
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The Super Efficient Planner

In cricket, it’s not only about hitting the ball hard. It’s the right timing which makes more impact to the final result. Financ ...

31 Oct 2016
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6 golden rules to make your profession regulation proof

Investment advisory is a great profession to be in. It holds tremendous potential if you keep the following things in mind. 1. Integ ...

24 Oct 2016
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Indian market is not ready for an RIA model

My observations on SEBI’s press release proposing amendments to Investment Advisor regulations: (1) India is not ready for such ext ...

27 Sep 2016
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The hype, the reality and the dual play

Being an IFA myself, I have been closely watching the developments in the industry in the recent past. I am putting down my thoughts on some ...

16 Jun 2016
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Who benefits if trail is stopped?

A recent committee report on mutual fund cost and remuneration talks about decreasing trail and eventually stopping it after a few years. Wh ...

26 Sep 2015
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Keep it Simple

With so much buzz around technology and innovations in our industry, it is but natural for IFAs to feel that if they don’t plunge head ...

29 Jul 2015
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The Super IFAs

What are the key success factors that enable some IFAs to leave the rest of the pack far behind and build large and successful businesses? H ...

27 Apr 2015
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5 sobering thoughts in these bullish times

Equity markets are scaling new highs, interest rates are falling, mutual fund inflows are swelling, investor folio count is growing – ...

21 Jan 2015
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