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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 ...
Read MoreFinancial 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 ...
Read MoreThe fourth ‘Principal Business Champions’ contest got an overwhelming response from the IFA community. ‘Principal Business ...
Read MoreFace it – what most of us do for clients is indistinguishable from what other advisors do for clients, at least from the clients&rsquo ...
Read MoreThe government has implemented some changes regarding the Public Provident Fund (PPF) and National Savings Certificate (NSC). If the holder& ...
Read MoreWith markets crossing the level of 32000 mark there come a lot of challenges. For any ‘ADVISOR’ I think such times are most chal ...
Read MoreMoney Quotient is a very good platform for the budding and existing Financial Advisors. The Process of Money Quotient helps in building a go ...
Read MorePadmashri Dr. Devi Shetty is the Founder and Chairman of Narayana Hrudyalaya. Narayana Hrudayala in Bangalore performs heart surgeries at 1/ ...
Read MoreSince the 2008 financial crisis, multiple innovative technology companies have been challenging the investment advisory status quo with dire ...
Read MoreI’ve written many posts about checklists, but realize that I have neglected context for financial advisors. The issue was highlighted ...
Read MoreIn a perfect world, investors would always act rationally. When people are faced with dramatic public events or unexpected personal setbacks ...
Read MoreToday 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 ...
Read MoreThe first voting exercise of ‘Principal Business Champions – Winning Ideas’ has received an overwhelming response from the ...
Read More“You should never invest in mutual funds” – that’s exactly what I tell investors – and they love it! So I, a m ...
Read MoreOutlining a fiduciary structure of one practice will help to maintain systems, processes, workflows, and procedures. Having a close look and ...
Read MoreIt is very tempting for clients to be in the next best investment and often regrets missing out on something.
Read MoreSrikanth Meenakshi and C. R. Chandrasekar have built one of the fastest growing fintech companies in MF advisory space – FundsIndia.
Read MoreProof 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 ...
Read MoreRecently 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 ...
Read MoreBengaluru based adviser Srikanth Matrubai on how IFAs can fight competition by gaining client confidence.
Read MoreAn IFA can handle the client’s emotions, hold hands and give assurances or remind them about the inherent risks.
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