21 Sep 2018

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 ...

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29 Jan 2018

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 ...

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23 Jan 2017

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 ...

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15 Jan 2016

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 ...

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07 Jun 2021

Pension Rules Simplified

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

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09 Jun 2021

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 ...

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11 Jun 2021

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 ...

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09 Jun 2021

Vaccination certificate and insurance

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

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15 Jun 2021

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 ...

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01 Dec 2016

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 ...

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31 Oct 2016

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 ...

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31 Oct 2016

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 ...

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24 Oct 2016

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 ...

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27 Sep 2016

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 ...

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16 Jun 2016

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 ...

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26 Sep 2015

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 ...

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29 Jul 2015

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 ...

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27 Apr 2015

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 ...

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21 Jan 2015

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 – ...

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24 Oct 2014

Is the Industry geared up to embrace ‘All Trail Model’ ?

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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15 Sep 2014

AMCs, please walk the talk

The straight talking Brijesh Dalmia, who has never minced words when discussing distribution practices that need to be reviewed, strengthene ...

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