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  • There is more to life than Income and Success
    • October 11th, 2018

    Brijesh Dalmia shares his success mantra and offers tips for advisers to grow business.

    Coming from a family of entrepreneurs, Brijesh Dalmia struck out on his own after finishing his graduation. Raised in Patna, Brijesh started his career selling initial public offerings and bonds in 1991.

    In a quest to expand his business and get a larger exposure, Brijesh decided to shift his business to Kolkata in 2000. It was a new market for him. He didn’t know anyone in the city and had to start building his client base from zero.

    Source: https://www.morningstar.in/posts/48929/dont-look-commissions-hire-people-expand-business.aspx

  • Digital payments: The next game changer in mutual fund industry
    • August 28th, 2018

    Digital payments are now commanding a significant share in mutual fund transactions. A recent AMFI – CRISIL study shows that over the last two years, transactions in mutual funds through digital payments such as debit card, mobile banking, IMPS and mobile wallets have grown from 0.5% to nearly 10% as of June 2018.

    Source: http://cafemutual.com/news/industry/14115-digital-payments-the-next-game-changer-in-mutual-fund-industry

  • Is high profitability of AMCs due to high TER?
    • August 23rd, 2018

    At the second AMFI Annual Summit held in Mumbai, SEBI chief Ajay Tyagi commended the industry for achieving stellar growth in the last few years. However, he noted that the Indian mutual fund AUM to GDP ratio is still lower at 11% of GDP as compared to global standards. The global average AUM to GDP ratio is around 62%. He said the industry has a lot of catching up to do in order to improve penetration.

    Source: https://www.morningstar.in/posts/48338/high-profitability-amcs-due-high-ter.aspx

  • The indirect cost of direct plans Marketplace
    • June 19th, 2018

    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 to lose if you invest in regular plans of mutual funds as opposed to direct plans. When you ask us about this, and we try to explain, some of you immediately retort by saying that our advice will be biased because we are distributors.  Since it’s hard to hold a conversation that way, here are some points we wish to clarify.

    Source: https://blog.fundsindia.com/blog/personal-finance/the-indirect-cost-of-direct-plans/13754

  • This IFA logs in 651 online SIPs in 1 day!
    • June 8th, 2018

    When Ahmedabad based distributor Ankit Chopra read about Prakash Hegde’s feat of creating  300 SIPs in single day on Morningstar, he made up his mind to punch in 500 SIPs in one day. He shared this idea with his father Omprakash Chopra,  who started a sub-broking firm in 1990s.

    Source: http://www.morningstar.in/posts/47067/ifa-logged-651-online-sips-1-day.aspx

  • Investment lessons I’ve picked up over the years
    • December 6th, 2017

    I’ve been at Morningstar since 1994. Over this period, the industry has grown massively, and it has changed to a better-run, more professional, and lower-cost business where leadership is more robust and less personality-driven. Here are a few of the lessons I’ve learned.

    Source: http://www.morningstar.in/posts/43915/investment-lessons-ive-picked-years.aspx

  • New distributors flocking to mutual funds
    • December 6th, 2017

    With rising inflows in mutual funds, the Rs 21 lakh crore mutual fund (MF) industry is seeing a steady increase in new distributors joining the MF fold. In the calendar year till September 2017, 11,630 distributors (corporates, individuals and new cadre) have joined the industry.

    Source: http://www.morningstar.in/posts/43963/new-distributors-flocking-mutual-funds.aspx

  • How to deal with the difficult question of your clients?
    • December 4th, 2017

    The fifth ‘Principal Business Champions’ contest got an overwhelming response from the IFA community. ‘Principal Business Champions –Winning solutions’ is a joint initiative of Principal Pnb Mutual Fund and Cafemutual to help advisors learn from the best practices of other IFAs.

    Source: http://cafemutual.com/news/principal-times/11475-how-to-deal-with-difficult-questions-of-your-clients

  • How You Can Help Your Clients To Dream Big?
    • November 17th, 2017

    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 savings and investments in high school. George Bernard Shaw made it very clear when he said, “Our first duty in life is not to be poor.” Still, there are people who connect being rich to being maliciously greedy…

    Source: http://www.networkfp.com/can-help-clients-dream-big/

  • Proven ideas to retain clients
    • November 8th, 2017

    The fourth ‘Principal Business Champions’ contest got an overwhelming response from the IFA community. ‘Principal Business Champions –Winning retention strategies’ is a joint initiative of Principal Pnb Mutual Fund and Cafemutual to help advisors learn from the best practices of other IFAs.

    Source: http://cafemutual.com/news/principal-times/11227-proven-ideas-to-retain-clients

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