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Demystifying investment adviser regulation

Aakash Bansal, co-founder & ceo of Mercury Financial, shares his learnings from Investment Adviser Regulations.

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What you can and can't do as a mutual fund distributor

Let us look at the guidelines and code of conduct which all MFDs must adhere to.

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Financial Planning
7 principles of sound advice

Rishiraj Maheshwari, founder of RISCH Wealth and Family Office, shares seven practices that must be followed by every adviser to earn investors trust.

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Practice Management
3 key things to follow while choosing a software

The strength of any world class product lies not in what it has but mostly in what it does not have. Financial planning futurist Amar Pandit on how advisers should go about choosing technology for their practice.

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What's wrong with offering peace of mind?

Many advisers say that ultimately what they offer clients is peace of mind. And it's undermining their business development goals. It actually makes you invisible.

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