Linking Aadhaar with PAN deadline approaches

☑️  SEBI has asked all registered entities, including mutual funds, to accept only Aadhaar-linked PAN after September 30, 2021 ...

07 Sep 2021
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Outflows seen in India-focused offshore funds and ETFs amid high volatility: Morningstar report

According to a Morningstar analysis, net outflows in the India-focused offshore funds and ETF category continued in the quarter ending March ...

24 May 2022
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Minor as a Nominee in Mutual Funds - A Process Note

Who can be the guardian of a Minor? In case an investor wants to make their minor children a nominee in their mutual fund holdings, they ...

07 Nov 2022
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B-15 out, LTCG in – way forward for IFAs now

For the last two years, I had been mentioning that B15 incentives won’t stay forever. It’s a subsidy and subsidies don’t l ...

06 Mar 2018
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Why IFAs should read books? Suggested Books for IFAs

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 devel ...

29 Jan 2018
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Is ELSS really better than PPF for 80C?

In a nutshell Its tax saving season and fund distributors and fund houses are busy demonstrating lots of facts and figures to justify why ...

15 Jan 2017
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Mutual Fund inflows hold promise

Compared to May 2021, when the industry witnessed net outflow of Rs 38,602 crore, June 2021 had a net inflow of Rs 15,320 crore ✅ Equit ...

12 Jul 2021
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Franklin Templeton’s decision to close down six schemes.

What really happened to six funds of Franklin Templeton which are closed for redemptions? Why did FT take this call? Historically, FT&rsq ...

29 Apr 2020
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One huge benefit from TER cut decision

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 ...

21 Sep 2018
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FREE Fitbit for your business growth

Fitbit is an amazingly successful global idea – you wear your personal fitness tracker like a watch around your wrist, and it keeps a ...

29 Jan 2018
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9 points to convince clients about staying back

In a nutshell Some uncomfortable client conversations have begun after commission disclosure in CAS statements have been enforced, and it i ...

23 Jan 2017
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Fee Model – If you don’t get it right in beginning, it will hurt later

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 ...

15 Jan 2016
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Equity Funds records ₹ 20,534 Crore net inflows in Mar’23, the Highest in 12 months

Equity Fund inflows recorded ₹ 20,534 Crore, a jump of 30.91% month on month, despite negative global news flow & recession fears. Ove ...

17 Apr 2023
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Looking for SIP in a Sectoral Fund?

Technology can be a long term bet!! Sectoral funds select shares for investment from a particular sector. Normally, they carry a higher r ...

07 Oct 2022
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MF Central Platform Launch Today

✅To address market regulator SEBI’s directive to come up with a platform for MF transactions by 31 December, KFinTech and CAMS have ...

23 Sep 2021
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Debt funds and swing pricing

The process is to ensure fairness in treatment of investors, especially during times of market downturn ✅  A recent SEBI consultat ...

22 Jul 2021
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8 Point Economic Relief Measure

Finance Minister Nirmala Sitharaman announced major economic relief measures to boost economy ✅ ₹1.1 lakh crore loan guarantee scheme ...

29 Jun 2021
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RBI increases ATM interchange charges

The RBI raised the interchange fee on each financial transaction at an ATM which will come into effect from August 1, 2021. ▪️ The la ...

15 Jun 2021
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Pension Rules Simplified

To facilitate smooth transition for families of Central Government Employees eligible for pension; the -Government has simplified family ...

07 Jun 2021
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Vaccination certificate and insurance

Following with global trends, insurers in India are also toying with the idea of seeking vaccination certificates from prospective policyhol ...

09 Jun 2021
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ETFs on the rise

The past one year (2020-2021) has been mixed and has changed a lot of things around us, passive investing seems to be slowly picking up when ...

11 Jun 2021
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