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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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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SEBI proposes uniform expense ratio for mutual funds to curb mis-selling
28 Feb 2023

SEBI proposes uniform expense ratio for mutual funds to curb mis-selling

The Securities and Exchange Board of India (Sebi) is proposing to change the way mutual funds charge investors total expense ratio - the ann ...

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Equity mutual fund to shift to T+2 settlement cycle from Feb 1
28 Jan 2023

Equity mutual fund to shift to T+2 settlement cycle from Feb 1

Asset management companies (AMCs) will move to a shorter redemption payment cycle of T+2 for equity schemes from February 1

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ITR, Aadhaar, tax planning: 5 important deadlines you should remember in 2022
06 Jan 2022

ITR, Aadhaar, tax planning: 5 important deadlines you should remember in 2022

Every individual has financial commitments in form of tax commitments or official requirements that need to be fulfilled every year. Here ar ...

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FinMin allows PSUs to invest surplus cash in debt schemes of private MFs
07 Dec 2022

FinMin allows PSUs to invest surplus cash in debt schemes of private MFs

Indias finance ministry has liberalised investment norms governing the deployment of surplus cash at state-owned companies

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Power Ministry notifies first phase of green hydrogen policy
18 Feb 2022

Power Ministry notifies first phase of green hydrogen policy

Ministry of Power notifies the first phase of green hydrogen project. Aim to reduce the country’s dependency on fossil fuels

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SEBI brings in credit risk-based limits for MFs in debt investments
30 Nov 2022

SEBI brings in credit risk-based limits for MFs in debt investments

The Securities and Exchange Board of India (Sebi) has introduced credit rating-based single-issuer limits for actively managed mutual fund s ...

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Stock market shifts to T+1 settlement cycle
28 Feb 2022

Stock market shifts to T+1 settlement cycle

The Indian stock market shifted to the shorter and quicker T+1 or 'Trade plus 1' settlement cycle on Friday. In the first phase, 100 ...

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SEBI gives in-principle approval to Helios Capital to start mutual fund biz
06 Sep 2022

SEBI gives in-principle approval to Helios Capital to start mutual fund biz

The company has joined entities like Zerodha, Samco Securities and Bajaj Finserv that received Sebi's go-ahead to launch mutual fund ope ...

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Mutual fund nominations: Easy steps to change or add a nominee
28 Oct 2022

Mutual fund nominations: Easy steps to change or add a nominee

Since October 1, its mandatory to nominate someone in your mutual fund investment or explicitly opt out. If you fail to comply with this rul ...

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AMCs to freeze non-PAN card MF portfolios from April 2023, says AMFI
11 Oct 2022

AMCs to freeze non-PAN card MF portfolios from April 2023, says AMFI

From April 2023, investors will not be able to invest in mutual fund folios that are not linked to their PAN card, Amfi has said in a notifi ...

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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 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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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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