MF industry sees a decline in folios for the first time in 2 years
10 Dec 2020

MF industry sees a decline in folios for the first time in 2 years

For the first time in 2 years, the MF industry has witnessed a decline.....

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RBI maintains status quo on policy rates and stance
05 Dec 2020

RBI maintains status quo on policy rates and stance

The RBI’s Monetary Policy Committee (MPC), decided to keep the policy repo rate unchanged.....

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FIIs pour $6.3 Billion into Indian Equities
30 Nov 2020

FIIs pour $6.3 Billion into Indian Equities

After pulling out almost $ 6.4 billion during the March 2020 quarter, foreign institutional investors, or FIIs, .....

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MF industry adds 50 lakh new investors in 30 months
17 Nov 2020

MF industry adds 50 lakh new investors in 30 months

Despite the covid-19 pandemic, the consequent lockdown, a couple of market meltdowns and a sea change in regulations.....

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One marketing decision that will make you wildly successful
28 Sep 2020

One marketing decision that will make you wildly successful

I was speaking to a group of IFAs after our 2 day BootCamp (training program) and one of them asked me…

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Financial planning for millennials
24 Sep 2020

Financial planning for millennials

Millenials will soon account for majority of mutual fund investors. Millenials refers to those born around the turn of the millennium&hellip ...

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Clarification: Nominees are entitled to get trail commission without obtaining ARN
15 Sep 2020

Clarification: Nominees are entitled to get trail commission without obtaining ARN

AMFI has clarified that nominees or legal heirs are entitled to get trail commission on assets built before the demise of an ARN holder with ...

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AMFI revises AUM transfer norms
26 Jul 2020

AMFI revises AUM transfer norms

Association of Mutual Funds in India (AMFI) has revised the AUM transfer norms with effect from August 1, 2020. Here is a summary of the imp ...

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5 tips to keep yourself motivated
14 Aug 2020

5 tips to keep yourself motivated

The last three months have been challenging for all of us. In fact, many of us feel stressed due to nationwide lockdown and weak business se ...

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New distributors flocking to mutual funds
06 Dec 2017

New distributors flocking to mutual funds

With rising inflows in mutual funds, the Rs 21 lakh crore mutual fund (MF) industry is seeing a steady increase in new distributors joining ...

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Is high profitability of AMCs due to high TER?
23 Aug 2018

Is high profitability of AMCs due to high TER?

At the second AMFI Annual Summit held in Mumbai, SEBI chief Ajay Tyagi commended the industry for achieving stellar growth in the last few y ...

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Impact of new SEBI norms on debt funds
12 Jul 2019

Impact of new SEBI norms on debt funds

In its board meeting, SEBI accepted the new valuation norms for debt mutual funds proposed by Mutual Fund Advisory Committee. Here are some ...

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RTAs should be asked to update KYC immediately, FIFA requests AMFI
31 Jul 2019

RTAs should be asked to update KYC immediately, FIFA requests AMFI

Highlighting the key issues faced by the mutual fund distribution community, Federation of Independent Financial Advisors (FIFA) has submitt ...

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Your clients can invest in ELSS/ULIP till July 31 to avail 80C benefits
01 Jul 2020

Your clients can invest in ELSS/ULIP till July 31 to avail 80C benefits

The Ministry of Finance has given another months extension to tax payers to invest in tax savings instruments to avail benefits under 80C, 8 ...

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How advisers are handling the debt fund crisis
20 Jul 2019

How advisers are handling the debt fund crisis

Debt funds have been in the news lately for all wrong reasons. Naturally, investors are worried whether they will be able to recover their l ...

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What is the impact of stamp duty on fund purchases?
08 Jul 2020

What is the impact of stamp duty on fund purchases?

Stamp Duty at a rate of 0.005% will be imposed on mutual fund transactions from July 1, 2020. It is an absolute figure levied on the amount ...

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Register as non-individual RIA if clientele exceeds 150 : SEBI
15 Jul 2020

Register as non-individual RIA if clientele exceeds 150 : SEBI

Securities and Exchange Board of India (SEBI) has asked individual Registered Investment Advisers (RIAs) whose total clients exceed 150 to r ...

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You can renew your expired ARNs/EUINs during lockdown till Sept 30
23 Jul 2020

You can renew your expired ARNs/EUINs during lockdown till Sept 30

ARNs which expired during lockdown months can be renewed till September 30, 2020. Giving relaxation to mutual fund distributors and their em ...

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The 2 biggest issues with your key marketing tactic
12 Aug 2020

The 2 biggest issues with your key marketing tactic

Ask any wealth management / financial planning firm globally about their most important source of growth and you are likely to get only 1 an ...

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How to deal with the difficult question of your clients?
04 Dec 2017

How to deal with the difficult question of your clients?

The fifth ‘Principal Business Champions’ contest got an overwhelming response from the IFA community. ‘Principal Business ...

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Investment lessons I’ve picked up over the years
06 Dec 2017

Investment lessons I’ve picked up over the years

I’ve been at Morningstar since 1994. Over this period, the industry has grown massively, and it has changed to a better-run, more prof ...

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