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  • Franklin Templeton’s decision to close down six schemes.
    • Brijesh Dalmia
    • April 29th, 2020
    • 602

    What really happened to six funds of Franklin Templeton which are closed for redemptions? Why did FT take this call? Historically, FT’s strategy was to play in the credit risk space. They took a little higher risk in there...

  • The falling markets and your investments – what to do?
    • Brijesh Dalmia
    • September 29th, 2018
    • 1079

    During the last one month you must have noticed that equity markets have been going down. Large cap index is down about 6-8% from their all time highs. Worst hit are small caps (index down 30-35% from all time...

  • One huge benefit from TER cut decision
    • Sudhakar Gaonkar
    • September 21st, 2018
    • 1427

    Here is my take on its impact to various market intermediaries. B-30 Overall negative for B-30. Small and genuine distributors in B-30 cities will find it difficult to manage only in trail. Gestation period of new IFAs will increase....

  • B-15 out, LTCG in – way forward for IFAs now
    • Brijesh Dalmia
    • March 6th, 2018
    • 851

    For the last two years, I had been mentioning that B15 incentives won’t stay forever. It’s a subsidy and subsidies don’t lasts forever. And so, IFAs who were in the B-15 cities (upto T-30) are going to see their...

  • FREE Fitbit for your business growth
    • Brijesh Dalmia
    • January 29th, 2018
    • 803

    Fitbit is an amazingly successful global idea – you wear your personal fitness tracker like a watch around your wrist, and it keeps a tab on how you are progressing every single day in accomplishing your fitness goals. By...

  • Why IFAs should read books? Suggested Books for IFAs
    • Brijesh Dalmia
    • January 29th, 2018
    • 2875

    I have been reading since long. Last few years, I have been reading a lot more. And I strongly believe that IFAs will benefit a lot by developing a habit of regularly reading books. Here are a few things...

  • 9 points to convince clients about staying back
    • Brijesh Dalmia
    • January 23rd, 2017
    • 5423

    In a nutshell Some uncomfortable client conversations have begun after commission disclosure in CAS statements have been enforced, and it is reasonable to assume that such conversations may increase in the coming months. The alternative of cheaper direct plans...

  • Is ELSS really better than PPF for 80C?
    • Brijesh Dalmia
    • January 15th, 2017
    • 1964

    In a nutshell Its tax saving season and fund distributors and fund houses are busy demonstrating lots of facts and figures to justify why ELSS funds are a better option than PPF for investing with Sec 80C benefits. The...

  • Fee Model – If you don’t get it right in beginning, it will hurt later
    • Brijesh Dalmia
    • December 15th, 2016
    • 546

    Charging fee to clients is a fairly new concept in India and as such there is not much precedence on the right way to do it. As such, a lot of RIAs are trying different methods of charging fee...

  • The Power of Compounding – For IFAs
    • Brijesh Dalmia
    • December 1st, 2016
    • 719

    Einstein observed: “Compounding is the eighth wonder of the world.” As financial advisors, we quote this to our clients almost every day. Beyond a doubt, compounding adds tremendous value to investments over time. Though financial advisors understand the importance...

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