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		Clients are actually wiser than we think Continuing our series of Distributor & Advisor Round Tables (DART), our Pune Young Turks shared a very wise insight: clients are actually wiser than many of us think. They have vast experience of life, they can see from your body language, from looking you in the eye, whether what you are saying is genuinely in their interests or not. 12-Mar-2018

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 lasts forever. And so, IFAs who were in the B-15 cities (upto T-30) are going to see their revenues going down from April’18. 06-Mar-2018

		The way 30 yr old IFAs think is very different The perspective of 30 year old IFAs is very different from 30 year old bank RMs – with a 30 year+ outlook on their own businesses, they tend to think of the next 30 years with the client and his next generation, and clearly realize the importance of managing client expectations through market cycles to deliver happy investment outcomes. 27-Feb-2018

Tax free ULIPs vs taxable MFs: a reality check Post Budget, there’s been a lot of noise on the tax free status of ULIPs vs taxability of equity funds and some suggestions that ULIPs will now be an easier sell compared to equity funds. Jigneshbhai, ably assisted by his son Manthan embarked on a facts and numbers based reality check on which alternative is better for investors and for distributors. 26-Feb-2018

		Say NO to clients with unrealistic expectations Continuing our series of Distributor & Advisor Round Tables (DART), our Pune DART suggested practical ways to guide investors with unrealistic returns expectations – with numbers, with logic, with gentle persuasion – and where required, by simply saying NO. 20-Feb-2018

Do you really need that monthly dividend, Mr. Investor? Continuing our series of Distributor & Advisor Round Tables (DART), our Ahmedabad DART suggests practical ways in which we can help investors avoid irrational exuberance of rushing to convert bank FDs into balanced funds with monthly dividend payout plans. 16-Feb-2018

		Who set these unrealistic investor expectations? Continuing our series of Distributor & Advisor Round Tables (DART), our Jaipur DART raised some pertinent questions around who really is responsible for setting what we now think are perhaps unrealistic investor expectations on returns from mutual funds. 08-Feb-2018

Will ULIPs and bank FDs threaten MFs now? The Union Budget has made some significant changes in taxation of investment avenues. 10% DDT has been imposed on equity oriented funds, while ULIPs continue to be tax free. For senior citizens, bank FDs have become a whole lot more attractive, with a 4 fold increase in tax free exemption limit on interest income. 02-Feb-2018

		Mutual Funds Sahi Hai, PAR IFA Zaroori Hai Ashish and Manish Goel can confidently complete the MF industry's catch phrase "Mutual Funds Sahi Hai" with "IFA Zaroori Hai" as they are proactively taking a number of steps to help their clients avoid the perils of this bull market and remain focused on their agreed goal based plans. 31-Jan-2018

IFAs share strategy to activate inactive clients Continuing our coverage of the Chennai edition of WF Distributors & Advisors Round Table (Chennai – DART), we bring you the second part of the engaging discussion, which revolved around how to manage growing scale amidst high business growth. 26-Jan-2018

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