Sebi notifies rules on dividend, redemption proceeds to mutual fund unitholders
18 Nov 2022

Sebi notifies rules on dividend, redemption proceeds to mutual fund unitholders

Capital markets regulator Sebi has notified new rules for asset management companies (AMCs) pertaining to transfer of dividend and redemptio ...

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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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HSBC Mutual Fund receives SEBI approval to acquire L&T MF
13 Oct 2022

HSBC Mutual Fund receives SEBI approval to acquire L&T MF

HSBC Asset Management (India) has received approval from the Securities and Exchange Board of India (SEBI) to fully acquire L T Investment M ...

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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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Sebi makes OTP validation a must for mutual fund investments from FY24
06 Oct 2022

Sebi makes OTP validation a must for mutual fund investments from FY24

According to a circular issued by the markets regulator on Friday, investors will have to authenticate new investments in mutual funds throu ...

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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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RBI launches UPI 123Pay for instant digital payments using feature phones
09 Mar 2022

RBI launches UPI 123Pay for instant digital payments using feature phones

RBI launches UPI 123Pay for instant digital payments using feature phones. Will help expand the Indian payments system.

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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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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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New distributors flocking to mutual funds
06 Dec 2017

New distributors flocking to mutual funds

With rising inflows in mutual funds, the Rs 21 lakh crore mutual fund (MF) industry is seeing a steady increase in new distributors joining ...

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Is high profitability of AMCs due to high TER?
23 Aug 2018

Is high profitability of AMCs due to high TER?

At the second AMFI Annual Summit held in Mumbai, SEBI chief Ajay Tyagi commended the industry for achieving stellar growth in the last few y ...

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Impact of new SEBI norms on debt funds
12 Jul 2019

Impact of new SEBI norms on debt funds

In its board meeting, SEBI accepted the new valuation norms for debt mutual funds proposed by Mutual Fund Advisory Committee. Here are some ...

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RTAs should be asked to update KYC immediately, FIFA requests AMFI
31 Jul 2019

RTAs should be asked to update KYC immediately, FIFA requests AMFI

Highlighting the key issues faced by the mutual fund distribution community, Federation of Independent Financial Advisors (FIFA) has submitt ...

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Your clients can invest in ELSS/ULIP till July 31 to avail 80C benefits
01 Jul 2020

Your clients can invest in ELSS/ULIP till July 31 to avail 80C benefits

The Ministry of Finance has given another months extension to tax payers to invest in tax savings instruments to avail benefits under 80C, 8 ...

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How advisers are handling the debt fund crisis
20 Jul 2019

How advisers are handling the debt fund crisis

Debt funds have been in the news lately for all wrong reasons. Naturally, investors are worried whether they will be able to recover their l ...

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What is the impact of stamp duty on fund purchases?
08 Jul 2020

What is the impact of stamp duty on fund purchases?

Stamp Duty at a rate of 0.005% will be imposed on mutual fund transactions from July 1, 2020. It is an absolute figure levied on the amount ...

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Register as non-individual RIA if clientele exceeds 150 : SEBI
15 Jul 2020

Register as non-individual RIA if clientele exceeds 150 : SEBI

Securities and Exchange Board of India (SEBI) has asked individual Registered Investment Advisers (RIAs) whose total clients exceed 150 to r ...

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You can renew your expired ARNs/EUINs during lockdown till Sept 30
23 Jul 2020

You can renew your expired ARNs/EUINs during lockdown till Sept 30

ARNs which expired during lockdown months can be renewed till September 30, 2020. Giving relaxation to mutual fund distributors and their em ...

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The 2 biggest issues with your key marketing tactic
12 Aug 2020

The 2 biggest issues with your key marketing tactic

Ask any wealth management / financial planning firm globally about their most important source of growth and you are likely to get only 1 an ...

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Clarification: Nominees are entitled to get trail commission without obtaining ARN
15 Sep 2020

Clarification: Nominees are entitled to get trail commission without obtaining ARN

AMFI has clarified that nominees or legal heirs are entitled to get trail commission on assets built before the demise of an ARN holder with ...

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One marketing decision that will make you wildly successful
28 Sep 2020

One marketing decision that will make you wildly successful

I was speaking to a group of IFAs after our 2 day BootCamp (training program) and one of them asked me…

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