You should never invest in mutual funds
02 Mar 2017

You should never invest in mutual funds

“You should never invest in mutual funds” – that’s exactly what I tell investors – and they love it! So I, a m ...

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20 Questions to Ask Yourself for Building a Sustainable Business Practice
01 Mar 2017

20 Questions to Ask Yourself for Building a Sustainable Business Practice

Outlining a fiduciary structure of one practice will help to maintain systems, processes, workflows, and procedures. Having a close look and ...

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What IFAs can teach clients about market cycles
01 Mar 2017

What IFAs can teach clients about market cycles

It is very tempting for clients to be in the next best investment and often regrets missing out on something.

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The pioneers of robo-advisory in India
27 Feb 2017

The pioneers of robo-advisory in India

Srikanth Meenakshi and C. R. Chandrasekar have built one of the fastest growing fintech companies in MF advisory space – FundsIndia.

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Provide proof to attract clients
22 Feb 2017

Provide proof to attract clients

Proof is a tricky thing in the financial advisory world. You cannot prove we will do a good job because we don’t actually know how thi ...

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Planning to launch a Fee-Only practice? Watch out before you take the plunge
22 Feb 2017

Planning to launch a Fee-Only practice? Watch out before you take the plunge

Recently I tuned-in to the radio interview of RIck Kahler by Michael Kitces on Michael’s website. The two names who have made their ma ...

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Moat for financial advisors
21 Feb 2017

Moat for financial advisors

Bengaluru based adviser Srikanth Matrubai on how IFAs can fight competition by gaining client confidence.

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The rise of the machines
21 Feb 2017

The rise of the machines

An IFA can handle the client’s emotions, hold hands and give assurances or remind them about the inherent risks.

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How to get a bigger wallet share from your client
20 Feb 2017

How to get a bigger wallet share from your client

Here are some insights on how advisors are growing their wallet share from existing customers to acquiring new clients.

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Think beyond referrals to grow business
16 Feb 2017

Think beyond referrals to grow business

Depending only on referrals can limit your growth. Here’s what leading advisers are doing to acquire new clients apart from referrals.

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Attracting referrals with content marketing
18 Jan 2017

Attracting referrals with content marketing

Content marketing is defined by the Content Marketing Institute as a strategic marketing approach focused on creating and distributing valua ...

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Fee for Advice is the journey which needs to be completed – SEBI
16 Jan 2017

Fee for Advice is the journey which needs to be completed – SEBI

SEBI after its International Advisory Board (IAB) Meeting on January 14th released a Press Release which has brought a great relief to IFAs ...

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Getting new clients beyond referrals
09 Jan 2017

Getting new clients beyond referrals

4 effective ways to acquire new clients

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SEBI unlikely to allow MF distributors to offer incidental advice
26 Dec 2016

SEBI unlikely to allow MF distributors to offer incidental advice

SEBI is not likely to incorporate feedback received by many stakeholders, including AMFI on allowing distributors to continue to provide inc ...

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RIAs cannot ask for profit-sharing fees: SEBI
29 Dec 2016

RIAs cannot ask for profit-sharing fees: SEBI

SEBI has clarified that RIAs cannot charge an additional fee which is over and above investment advisory fees.

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SEBI bars Indore based RIA from doing advisory business
27 Nov 2016

SEBI bars Indore based RIA from doing advisory business

The market regulator found that Indore based RIA firm – CapitalVia has charged exorbitant fees from clients. In one such instances, th ...

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Robos coming to India
27 Nov 2016

Robos coming to India

As Internet penetration expands, more investors will gain access to advice and investing. This post was written by Dhaval Kapadia, CFA, Dire ...

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Procedure to allow exposure of MFs to derivative instruments to be simplified: SEBI
27 Nov 2016

Procedure to allow exposure of MFs to derivative instruments to be simplified: SEBI

Fund houses will have to send a notice to investors to take exposure to derivative instruments.

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Is too much of passive investing bad for the industry?
27 Nov 2016

Is too much of passive investing bad for the industry?

Can indexing get too big? Can active and passive co-exist? Our expert shares his views.

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MF industry has 2 crore unique investors, to reach 9 crore in 5 years: AMFI
27 Nov 2016

MF industry has 2 crore unique investors, to reach 9 crore in 5 years: AMFI

There is some good news for the mutual fund industry. AMFI CEO C VR Rajendran has said that the mutual fund industry has close to 2 crore un ...

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Physical assets losing appeal
27 Nov 2016

Physical assets losing appeal

Despite strong inflows, equity makes about 3 per cent of Indian households’ total assets,’ says Sharad Kumar Sharma, CEO, BNP Pa ...

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