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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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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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The fourth ‘Principal Business Champions’ contest got an overwhelming response from the IFA community. ‘Principal Business ...
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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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The government has implemented some changes regarding the Public Provident Fund (PPF) and National Savings Certificate (NSC). If the holder& ...
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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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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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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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Since the 2008 financial crisis, multiple innovative technology companies have been challenging the investment advisory status quo with dire ...
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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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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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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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The first voting exercise of ‘Principal Business Champions – Winning Ideas’ has received an overwhelming response from the ...
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“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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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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It is very tempting for clients to be in the next best investment and often regrets missing out on something.
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Srikanth Meenakshi and C. R. Chandrasekar have built one of the fastest growing fintech companies in MF advisory space – FundsIndia.
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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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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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Bengaluru based adviser Srikanth Matrubai on how IFAs can fight competition by gaining client confidence.
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An IFA can handle the client’s emotions, hold hands and give assurances or remind them about the inherent risks.
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