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Recent Wealth Forum Articles
The right way to sell and manage balanced funds
Just as important as managing the communication on balanced funds is the management of these funds as well says Srivatsa, who allocates a larger proportion of the equity component to la...
01-Mar-2018
Make it matter, this festive season
It feels great when we receive gifts, however when we give back to others, it brings out the intrinsic best in us. Giving provides us an opportunity to look beyond ourselves and touch other lives for their betterment.
27-Oct-2017
31 years dividend record will be maintained irrespective of market phase
UTI Mastershare has built up a loyal investor base on the back of an enviable 31 year uninterrupted dividend track record. Swati says the endeavour will be to maintain this track record going forward irrespective of market phase.
10-Oct-2017
Wealth Builder gets a dynamic edge
In its new avatar, UTI Wealth Builder checks off all the boxes that are in vogue today. Srivatsa takes us through the transformation of the fund from a multi-asset fund with fixed allocations across equity, debt and gold to the more dynamic model that it has now adopted.
29-Aug-2017
Show your parents that you care
For children of senior citizen parents who wish to support them financially, UTI MF has come up with a very convenient facility called the UTI Family Facility, where you can invest on their behalf and set up an SWP that goes directly into their bank account every month.
28-Apr-2017
Has retail debt AuM grown post demonetization?
Post demonetization, retail debt AuM has grown by 8%, and this figure is likely to look better by fiscal end, when interest in double indexation FMPs peaks. Retail debt AuM has already grown 27% this financial year – before factoring in March year end numbers.
29-Mar-2017
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