B-15 out, LTCG in – way forward for IFAs now

For the last two years, I had been mentioning that B15 incentives won’t stay forever. It’s a subsidy and subsidies don’t l ...

06 Mar 2018
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Why IFAs should read books? Suggested Books for IFAs

I have been reading since long. Last few years, I have been reading a lot more. And I strongly believe that IFAs will benefit a lot by devel ...

29 Jan 2018
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Is ELSS really better than PPF for 80C?

In a nutshell Its tax saving season and fund distributors and fund houses are busy demonstrating lots of facts and figures to justify why ...

15 Jan 2017
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MF Central Platform Launch Today

✅To address market regulator SEBI’s directive to come up with a platform for MF transactions by 31 December, KFinTech and CAMS have ...

23 Sep 2021
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Debt funds and swing pricing

The process is to ensure fairness in treatment of investors, especially during times of market downturn ✅  A recent SEBI consultat ...

22 Jul 2021
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Mutual Fund inflows hold promise

Compared to May 2021, when the industry witnessed net outflow of Rs 38,602 crore, June 2021 had a net inflow of Rs 15,320 crore ✅ Equit ...

12 Jul 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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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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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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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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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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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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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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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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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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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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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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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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