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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The indirect cost of direct plans Marketplace
19 Jun 2018

The indirect cost of direct plans Marketplace

In recent times, we have seen quite a few advertisements and promotions for direct plans of mutual funds. They talk about how much you stand ...

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Digital payments: The next game changer in mutual fund industry
28 Aug 2018

Digital payments: The next game changer in mutual fund industry

Digital payments are now commanding a significant share in mutual fund transactions. A recent AMFI – CRISIL study shows that over the ...

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Advisors with mobile apps will have a big advantage
16 Jul 2019

Advisors with mobile apps will have a big advantage

Financial advisors with mobile apps are more likely to succeed in the future. A survey by business and management consulting firm EY shows t ...

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Life planning helps shift focus from returns to life
21 Aug 2019

Life planning helps shift focus from returns to life

SEBI-registered Investment Adviser, Indresh Malik started his career as a Chartered Accountant and later became investment officer for Portf ...

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Seven pillars of financial advisory business
24 Jul 2019

Seven pillars of financial advisory business

A strong foundation is the key to any successful business. Your vision, your commitment, your purpose - all form the basis for an organizati ...

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The most effective marketing tool for advisers
05 Jul 2020

The most effective marketing tool for advisers

Morningstars Advisers Insights Survey results show that nearly 50% of advisers believe that the most effective marketing vehicle for adviser ...

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Individuals can become eith RIAs or MFDs
10 Jul 2020

Individuals can become eith RIAs or MFDs

SEBI has asked individuals to either become registered investment advisors (RIAs) to offer fee based services or opt for mutual fund distrib ...

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Build a robust practice post this pandemic
17 Jul 2020

Build a robust practice post this pandemic

The global Coronavirus or COVID-19 pandemic continues to play havoc. The World Health Organisation (WHO) has signalled that this pathogen wi ...

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How You Can Help Your Clients To Dream Big?
17 Nov 2017

How You Can Help Your Clients To Dream Big?

Financial literacy is the most important form of education. We can be a richer country, a richer world, if we are taught the basics of savin ...

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Proven ideas to retain clients
08 Dec 2017

Proven ideas to retain clients

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

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Separate yourself from other advisors by Productization
30 Oct 2017

Separate yourself from other advisors by Productization

Face it – what most of us do for clients is indistinguishable from what other advisors do for clients, at least from the clients&rsquo ...

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Changes in PPF & NSC for non-resident Indians
30 Oct 2017

Changes in PPF & NSC for non-resident Indians

The government has implemented some changes regarding the Public Provident Fund (PPF) and National Savings Certificate (NSC). If the holder& ...

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7 Sayings of Sant Kabir on Role of Advisors in Investor’s Life
28 Oct 2017

7 Sayings of Sant Kabir on Role of Advisors in Investor’s Life

With markets crossing the level of 32000 mark there come a lot of challenges. For any ‘ADVISOR’ I think such times are most chal ...

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8 Tenets of Financial Life Planning
28 Oct 2017

8 Tenets of Financial Life Planning

Money Quotient is a very good platform for the budding and existing Financial Advisors. The Process of Money Quotient helps in building a go ...

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How to distribute 60% of your time in prospecting for clients?
28 Oct 2017

How to distribute 60% of your time in prospecting for clients?

Padmashri Dr. Devi Shetty is the Founder and Chairman of Narayana Hrudyalaya. Narayana Hrudayala in Bangalore performs heart surgeries at 1/ ...

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How to overcome the robo threat
23 Oct 2017

How to overcome the robo threat

Since the 2008 financial crisis, multiple innovative technology companies have been challenging the investment advisory status quo with dire ...

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The importance of system for advisors
17 Oct 2017

The importance of system for advisors

I’ve written many posts about checklists, but realize that I have neglected context for financial advisors. The issue was highlighted ...

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How to manage clients’ emotional reactions to market stress
13 Oct 2017

How to manage clients’ emotional reactions to market stress

In a perfect world, investors would always act rationally. When people are faced with dramatic public events or unexpected personal setbacks ...

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Investment games for the tech savvy
10 Oct 2017

Investment games for the tech savvy

Today everyone has a smartphone. Everywhere we go we see young kids using various apps with ease. In fact, most kids are playing in their ph ...

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How these advisors use social media to grow business
21 Jul 2017

How these advisors use social media to grow business

The first voting exercise of ‘Principal Business Champions – Winning Ideas’ has received an overwhelming response from the ...

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