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Fitbit is an amazingly successful global idea – you wear your personal fitness tracker like a watch around your wrist, and it keeps a ...
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In a nutshell Some uncomfortable client conversations have begun after commission disclosure in CAS statements have been enforced, and it i ...
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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 ...
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To facilitate smooth transition for families of Central Government Employees eligible for pension; the -Government has simplified family ...
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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 ...
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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 ...
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Following with global trends, insurers in India are also toying with the idea of seeking vaccination certificates from prospective policyhol ...
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Einstein observed: “Compounding is the eighth wonder of the world.” As financial advisors, we quote this to our clients almost e ...
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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 ...
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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 ...
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Investment advisory is a great profession to be in. It holds tremendous potential if you keep the following things in mind. 1. Integ ...
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My observations on SEBI’s press release proposing amendments to Investment Advisor regulations: (1) India is not ready for such ext ...
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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 ...
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A recent committee report on mutual fund cost and remuneration talks about decreasing trail and eventually stopping it after a few years. Wh ...
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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 ...
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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 ...
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Equity markets are scaling new highs, interest rates are falling, mutual fund inflows are swelling, investor folio count is growing – ...
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AMFI’s proposal on an all trail commission model to replace the upfront + trail model has created a flutter within the distribution fr ...
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The straight talking Brijesh Dalmia, who has never minced words when discussing distribution practices that need to be reviewed, strengthene ...
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Imagine this. A one day international cricket match is going on. The team batting 2nd has to chase 280 runs. They are 20 for 2 after 6 overs ...
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Resilience and conviction pays – not just for investors, but also for distributors. Brijesh says distributors who stuck to MF distribu ...
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