AMFI revises AUM transfer norms
25 Jul 2020

AMFI revises AUM transfer norms

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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You can renew your expired ARNs/EUINs during lockdown till Sept 30
22 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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Build a robust practice post this pandemic
16 Jul 2020

Build a robust practice post this pandemic

The global Coronavirus or COVID-19 pandemic continues to play havoc. The World Health Organisation (WHO) has signalled that this pathogen wi ...

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Register as non-individual RIA if clientele exceeds 150 : SEBI
14 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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Individuals can become eith RIAs or MFDs
09 Jul 2020

Individuals can become eith RIAs or MFDs

SEBI has asked individuals to either become registered investment advisors (RIAs) to offer fee based services or opt for mutual fund distrib ...

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What is the impact of stamp duty on fund purchases?
07 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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The most effective marketing tool for advisers
04 Jul 2020

The most effective marketing tool for advisers

Morningstars Advisers Insights Survey results show that nearly 50% of advisers believe that the most effective marketing vehicle for adviser ...

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Your clients can invest in ELSS/ULIP till July 31 to avail 80C benefits
30 Jun 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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Life planning helps shift focus from returns to life
20 Aug 2019

Life planning helps shift focus from returns to life

SEBI-registered Investment Adviser, Indresh Malik started his career as a Chartered Accountant and later became investment officer for Portf ...

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Seven pillars of financial advisory business
23 Jul 2019

Seven pillars of financial advisory business

A strong foundation is the key to any successful business. Your vision, your commitment, your purpose - all form the basis for an organizati ...

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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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How advisers are handling the debt fund crisis
19 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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How to deal with the difficult question of your clients?
04 Dec 2017

How to deal with the difficult question of your clients?

The fifth ‘Principal Business Champions’ contest got an overwhelming response from the IFA community. ‘Principal Business ...

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Investment lessons I’ve picked up over the years
06 Dec 2017

Investment lessons I’ve picked up over the years

I’ve been at Morningstar since 1994. Over this period, the industry has grown massively, and it has changed to a better-run, more prof ...

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The indirect cost of direct plans Marketplace
19 Jun 2018

The indirect cost of direct plans Marketplace

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 ...

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Digital payments: The next game changer in mutual fund industry
28 Aug 2018

Digital payments: The next game changer in mutual fund industry

Digital payments are now commanding a significant share in mutual fund transactions. A recent AMFI – CRISIL study shows that over the ...

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Advisors with mobile apps will have a big advantage
16 Jul 2019

Advisors with mobile apps will have a big advantage

Financial advisors with mobile apps are more likely to succeed in the future. A survey by business and management consulting firm EY shows t ...

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How You Can Help Your Clients To Dream Big?
17 Nov 2017

How You Can Help Your Clients To Dream Big?

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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