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How I transitioned from MFD to RIA

When SEBI came out with Registered Investment Adviser norms in 2013, Rajesh was among the first batch of IFAs to get an RIA license. Today, Rajesh has made a successful transition from a distribution model to a fee-only advisory.

Ravi Samalad | Read More
'MF sub-broking business could become redundant in future'

Independent Financial Advisers need to be equipped with smart technology and tools to retain their clients and scale up their practice. George Mitra, CEO & Co-founder, Fintso, talks about what their platform has to offer to advisers.

Ravi Samalad | Read More
Talk about who your client wants to be

If you want someone to become a client, they need to want a change, too. Not just a change of advisers. They want to be someone who is more successful, more satisfied, less anxious, more confident. They want a new adviser because of who they will be once they start working with the adviser who can get them there.

Guest | Read More
How do you describe your business?

You do important work. Your advice can change a client's life. Describing what you do in an effective way gives them an opportunity to realize the benefit you represent. It may take a little discomfort to get it right but I think you would agree they are worth it.

Guest | Read More
AMFI revises AUM transfer norms

Association of Mutual Funds in India has revised the AUM transfer norms with effect from August 1, 2020. Here is a summary of the important guidelines to remember.

Ravi Samalad | Read More
Corporate dominance in few debt funds may lead to risks

In its Financial Stability Report, the Reserve Bank of India has noted that corporate dominance in a few mutual funds could lead to concentration risks. The central bank noted that between March 2019 and March 2020, the share of the top 5 funds in the total liquid fund corpus increased from 55 % to 61 %.

Morningstar | Read More
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