Special Features
B-15 out, LTCG in - way forward for IFAs nowB-15 out, LTCG in - way forward for IFAs nowBrijesh DalmiaBrijesh DalmiaDalmia AdvisoryDalmia Advisory06-Mar-2018
20X higher growth for active platform users20X higher growth for active platform usersSanjay ShahSanjay ShahPrudent Corporate Ad..Prudent Corporate Ad..01-Mar-2018
Clients interest vs their heirs' interestsClients interest vs their heirs' interestsA K NarayanA K NarayanA K Narayan AssociatesA K Narayan Associates28-Feb-2018
Clients are actually wiser than we thinkClients are actually wiser than we thinkPune Young Turks Rou..Pune Young Turks Rou..12-Mar-2018
RoI vs RoNW: what's more important for your wealth?RoI vs RoNW: what's more important for your we..Parimal AdeParimal AdeYadnya Investment Ac..Yadnya Investment Ac..10-Mar-2018
5 hybrids that warrant higher distributor mindshare5 hybrids that warrant higher distributor mind..Deep Dive: Equity Or..Deep Dive: Equity Or..09-Mar-2018
Where can the Sensex fall to?Where can the Sensex fall to?Pratik VasaPratik Vasa08-Mar-2018
Beat market volatility with a simple equity solutionBeat market volatility with a simple equity so..Ashok KanawalaAshok KanawalaHDFC AMCHDFC AMC07-Mar-2018
Asset rich, cash poor, lifestyle poorAsset rich, cash poor, lifestyle poorMohsin BijepuriMohsin BijepuriBijepuri Financial A..Bijepuri Financial A..07-Mar-2018
One word that describes the benefits of financial planningOne word that describes the benefits of financ..Sandeep SatheSandeep SatheTarakki ChampionsTarakki Champions05-Mar-2018
The right way to sell and manage balanced fundsThe right way to sell and manage balanced fundsV SrivatsaV SrivatsaUTI MFUTI MF01-Mar-2018
All weather solution for debt investorsAll weather solution for debt investorsManish BanthiaManish BanthiaICICI Prudential AMCICICI Prudential AMC28-Feb-2018
The way 30 yr old IFAs think is very differentThe way 30 yr old IFAs think is very differentAhmedabad Young Turk..Ahmedabad Young Turk..27-Feb-2018
Tax free ULIPs vs taxable MFs: a reality checkTax free ULIPs vs taxable MFs: a reality checkJignesh V ShahJignesh V Shah26-Feb-2018
Moving the focus from folio to portfolio returnsMoving the focus from folio to portfolio returnsHarshit VishkarmaHarshit VishkarmaWealth WisdomWealth Wisdom24-Feb-2018
Selling past performance in hybrids is very misleadingSelling past performance in hybrids is very mi..Asset Managers Round..Asset Managers Round..23-Feb-2018
Reversal in rate scenario is on the anvilReversal in rate scenario is on the anvilSaurabh BhatiaSaurabh BhatiaDSP BlackRockDSP BlackRock22-Feb-2018
Rising global yields and inflation are key risksRising global yields and inflation are key risksMahendra JajooMahendra JajooMirae Asset MFMirae Asset MF21-Feb-2018
Unfortunate outcome of greedUnfortunate outcome of greedJanak ShahJanak ShahSapient WealthSapient Wealth21-Feb-2018
Say NO to clients with unrealistic expectationsSay NO to clients with unrealistic expectationsDistributors & Advis..Distributors & Advis..20-Feb-2018
Thinking of you as we celebrate a milestoneThinking of you as we celebrate a milestonePrincipal Balanced F..Principal Balanced F..Principal MFPrincipal MF19-Feb-2018
Focus on the grain, not the huskFocus on the grain, not the huskAshish ModaniAshish ModaniSLA Financial Soluti..SLA Financial Soluti..17-Feb-2018
Do you really need that monthly dividend, Mr. Investor?Do you really need that monthly dividend, Mr...Distributors & Advis..Distributors & Advis..16-Feb-2018
1800 new clients without spending a single rupee1800 new clients without spending a single rupeeVishranth SureshVishranth SureshAsset PlusAsset Plus15-Feb-2018
Killol's low risk strategy to beat market returnsKillol's low risk strategy to beat market retu..Killol RingwalaKillol RingwalaSafe AssetsSafe Assets14-Feb-2018
Banaaye rishte aur bhi mazbootBanaaye rishte aur bhi mazbootD P SinghD P SinghSBI MFSBI MF14-Feb-2018
Sales heads concerned on positioning of hybridsSales heads concerned on positioning of hybridsAsset Managers Round..Asset Managers Round..13-Feb-2018
Great time for lumpsum investments in this categoryGreat time for lumpsum investments in this cat..Raghav IyengarRaghav IyengarICICI Prudential AMCICICI Prudential AMC12-Feb-2018
Chennai IFAs share tips on leveraging OFAChennai IFAs share tips on leveraging OFARamakrishna Nayak an..Ramakrishna Nayak an..12-Feb-2018
Unlearn first, before you can learnUnlearn first, before you can learnJaideep ParekhJaideep ParekhPanam Shares & Servi..Panam Shares & Servi..10-Feb-2018
Vista's 10 pillars for building a successful IFA businessVista's 10 pillars for building a successful I..Ashish GoelAshish GoelVista WealthVista Wealth09-Feb-2018
Who set these unrealistic investor expectations?Who set these unrealistic investor expectations?Jaipur Distributors..Jaipur Distributors..08-Feb-2018
Premature to conclude that market is in bubble zonePremature to conclude that market is in bubble..Anup UpadhyayAnup UpadhyaySBI MFSBI MF08-Feb-2018
Robo vs IFA: a reality checkRobo vs IFA: a reality checkShri Harsha KShri Harsha KAxis MFAxis MF07-Feb-2018
Special care for a special childSpecial care for a special childHemant BeniwalHemant BeniwalArk Primary AdvisorsArk Primary Advisors07-Feb-2018
1800 clients in the first 10 months1800 clients in the first 10 monthsVishranth SureshVishranth SureshAsset PlusAsset Plus06-Feb-2018
CEOs discuss sins of this bull marketCEOs discuss sins of this bull marketAsset Managers Round..Asset Managers Round..05-Feb-2018
My lesson from Ferrari WorldMy lesson from Ferrari WorldJigar ParekhJigar ParekhAnchor EdgeAnchor Edge03-Feb-2018
Will ULIPs and bank FDs threaten MFs now?Will ULIPs and bank FDs threaten MFs now?Leading IFAs examine..Leading IFAs examine..02-Feb-2018
Innovative downside protection strategyInnovative downside protection strategyHarsha UpadhyayHarsha UpadhyayKotak MFKotak MF01-Feb-2018
Mutual Funds Sahi Hai, PAR IFA Zaroori HaiMutual Funds Sahi Hai, PAR IFA Zaroori HaiAshish GoelAshish GoelVista WealthVista Wealth31-Jan-2018
Advising clients who have made mistakesAdvising clients who have made mistakesRamesh BhatRamesh BhatAniramAniram31-Jan-2018
A humbling moment for this fund managerA humbling moment for this fund managerNeelotpal SahaiNeelotpal SahaiHSBC AMCHSBC AMC30-Jan-2018
Distributors want mid-sized AMCs to succeedDistributors want mid-sized AMCs to succeedAsset Managers Round..Asset Managers Round..29-Jan-2018
The first lesson in mountaineeringThe first lesson in mountaineeringJigar ParekhJigar ParekhAnchor EdgeAnchor Edge27-Jan-2018
IFAs share strategy to activate inactive clientsIFAs share strategy to activate inactive clientsChennai Distributors..Chennai Distributors..26-Jan-2018
An NFO that focuses on IPOs - now that's something newAn NFO that focuses on IPOs - now that's somet..Radhika GuptaRadhika GuptaEdelweiss MFEdelweiss MF25-Jan-2018
Ramesh Bhat's star rating challengeRamesh Bhat's star rating challengeRamesh BhatRamesh BhatAniramAniram24-Jan-2018
Open vs closed ended ELSS - what's better for investors?Open vs closed ended ELSS - what's better for..Raghav IyengarRaghav IyengarICICI Prudential AMCICICI Prudential AMC23-Jan-2018
Most ignored life goalMost ignored life goalAshok KanawalaAshok KanawalaHDFC AMCHDFC AMC22-Jan-2018
The story of Chinese bamboosThe story of Chinese bamboosJigar ParekhJigar ParekhAnchor EdgeAnchor Edge20-Jan-2018
Chennai IFAs discuss pros and cons of OFAChennai IFAs discuss pros and cons of OFARamakrishna and SatyaRamakrishna and Satya19-Jan-2018
What should we do when clients ask us for balanced funds?What should we do when clients ask us for bala..Distributors & Advis..Distributors & Advis..18-Jan-2018
Ramesh Bhat's 50:50 challengeRamesh Bhat's 50:50 challengeRamesh BhatRamesh BhatAniramAniram17-Jan-2018
Which fund house is the 2017 growth champion?Which fund house is the 2017 growth champion?Vijay VenkatramVijay VenkatramWealth ForumWealth Forum16-Jan-2018
Lovaii Navlakhi's BIG IdeaLovaii Navlakhi's BIG IdeaLovaii NavlakhiLovaii NavlakhiInternational Money..International Money..15-Jan-2018
An ideal solution to step up from FDsAn ideal solution to step up from FDsRuchit MehtaRuchit MehtaSBI MFSBI MF12-Jan-2018
Investing is remarkably similar to farmingInvesting is remarkably similar to farmingE A SundaramE A SundaramDHFL Pramerica MFDHFL Pramerica MF11-Jan-2018
A better alternative for short term fundsA better alternative for short term fundsBhavesh JainBhavesh JainEdelweiss MFEdelweiss MF10-Jan-2018
Mister Bond’s 10 mantras for successful advisory practiceMister Bond’s 10 mantras for successful adviso..Sunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital09-Jan-2018
5 lessons from Saurabh’s 30 years of investing experience5 lessons from Saurabh’s 30 years of investing..Saurabh SoodSaurabh SoodTarakki ChampionsTarakki Champions08-Jan-2018
A must watch video on a realistic 2018 outlookA must watch video on a realistic 2018 outlookNilesh ShahNilesh ShahKotak MFKotak MF04-Jan-2018
RIA regulations look like a New Year gift to MFDsRIA regulations look like a New Year gift to M..Vijay VenkatramVijay VenkatramWealth ForumWealth Forum03-Jan-2018
3 steps to make the most of investing in 20183 steps to make the most of investing in 2018Kailash KulkarniKailash KulkarniL&T Mutual FundL&T Mutual Fund02-Jan-2018
Will 2018 be the year of balanced advantage schemes?Will 2018 be the year of balanced advantage sc..Raghav IyengarRaghav IyengarICICI PrudentialICICI Prudential01-Jan-2018
Chennai IFAs share great way to activate inactive clientsChennai IFAs share great way to activate inact..Chennai Distributors..Chennai Distributors..01-Jan-2018
Vista's BIG Idea: T&TVista's BIG Idea: T&TAshish GoelAshish GoelVista WealthVista Wealth01-Jan-2018
Bear markets originate from bull economies, not recoveri..Bear markets originate from bull economies, no..Taher BadshahTaher BadshahInvesco MFInvesco MF29-Dec-2017
And the Person of the Year is....And the Person of the Year is....Navneet MunotNavneet MunotSBI MFSBI MF28-Dec-2017
RIA regulations: lull before the stormRIA regulations: lull before the stormSunil SubramaniamSunil SubramaniamSundaram MutualSundaram Mutual27-Dec-2017
Where did we go wrong with debt funds?Where did we go wrong with debt funds?Sujoy DasSujoy DasInvesco MFInvesco MF26-Dec-2017
Changing the way investors learnChanging the way investors learnK S RaoK S RaoAditya Birla Sun Lif..Aditya Birla Sun Lif..23-Dec-2017
Investors are buying the returns story, perhaps not the..Investors are buying the returns story, perhap..Kalpen ParekhKalpen ParekhDSP BlackRockDSP BlackRock21-Dec-2017
Adopt this world leader's great sales processAdopt this world leader's great sales processMarketing WizMarketing Wiz20-Dec-2017
Time to take stock of your portfoliosTime to take stock of your portfoliosKailash KulkarniKailash KulkarniL&T Mutual FundL&T Mutual Fund19-Dec-2017
My biggest lesson from 12 years of investingMy biggest lesson from 12 years of investingChetan BhattacharjiChetan BhattacharjiTarakki ChampionsTarakki Champions18-Dec-2017
Try this marketing strategy this tax seasonTry this marketing strategy this tax seasonMarketing WizMarketing Wiz14-Dec-2017
What can be more fulfilling for an advisor?What can be more fulfilling for an advisor?MasterMindMasterMind13-Dec-2017
Invest in Rising BharatInvest in Rising BharatSankaran NarenSankaran NarenICICI PrudentialICICI Prudential11-Dec-2017
Use your unique ability to create innovative solutionsUse your unique ability to create innovative s..Innovators: Innovati..Innovators: Innovati..08-Dec-2017
5 big messages from an ace Global Economist5 big messages from an ace Global EconomistDr.Bob BaurDr.Bob BaurPrincipal MFPrincipal MF07-Dec-2017
An insider's perspective on AIFsAn insider's perspective on AIFsPraveen LadiaPraveen LadiaMotilal Oswal AMCMotilal Oswal AMC06-Dec-2017
Great insights from a market veteranGreat insights from a market veteranE A SundaramE A SundaramDHFL Pramerica MFDHFL Pramerica MF05-Dec-2017
ARC required to grow this fund category to its rightful..ARC required to grow this fund category to its..Radhika GuptaRadhika GuptaEdelweiss MFEdelweiss MF04-Dec-2017
Fitting reply to media misrepresentation of MF distribut..Fitting reply to media misrepresentation of MF..Sunil JhaveriSunil JhaveriMSJ CorporateMSJ Corporate01-Dec-2017
Investment process demonstrated in a single screenInvestment process demonstrated in a single sc..Tushar PradhanTushar PradhanHSBC AMCHSBC AMC30-Nov-2017
SIP books of IFAs are at grave riskSIP books of IFAs are at grave riskAshish ModaniAshish ModaniSLA Financial Soluti..SLA Financial Soluti..29-Nov-2017
100 year old story holds the secret for our industry’s g..100 year old story holds the secret for our in..Innovators: Case Stu..Innovators: Case Stu..28-Nov-2017
Dynamic wealth creator delivers 23x in 15 years @ 24% CAGRDynamic wealth creator delivers 23x in 15 year..Sankaran NarenSankaran NarenICICI PrudentialICICI Prudential27-Nov-2017
Amit’s tryst with Bangkok – no, it’s not what you are th..Amit’s tryst with Bangkok – no, it’s not what..Amit BivlakarAmit BivlakarSapient Wealth Advis..Sapient Wealth Advis..24-Nov-2017
Forget risk profilers – understand money scripts firstForget risk profilers – understand money scrip..MasterMindMasterMind23-Nov-2017
Will renamed balanced funds become less attractive?Will renamed balanced funds become less attrac..Himanshu VyapakHimanshu VyapakReliance Nippon MFReliance Nippon MF22-Nov-2017
Does this ELSS champion deserve more distributor mindsha..Does this ELSS champion deserve more distribut..PVK MohanPVK MohanPrincipal MFPrincipal MF21-Nov-2017
Don’t pretend to be an expert when you are not oneDon’t pretend to be an expert when you are not..Tarakki ChampionsTarakki Champions20-Nov-2017
The best way to make moneyThe best way to make moneySaturday SchoolSaturday School18-Nov-2017
Happy SIP: high impact reiteration of the AMC's pledgeHappy SIP: high impact reiteration of the AMC'..Kaiyomurz Daver Kaiyomurz Daver Kotak MFKotak MF17-Nov-2017
First-of-its-kind thematic fund targets huge opportunityFirst-of-its-kind thematic fund targets huge o..Srinivas Rao RavuriSrinivas Rao RavuriHDFC AMCHDFC AMC16-Nov-2017
Should you invest at 33,000: musings of a CEOShould you invest at 33,000: musings of a CEOKailash KulkarniKailash KulkarniL&T Mutual FundL&T Mutual Fund15-Nov-2017
Proven wrong for last 5 years, ace investor remains unfa..Proven wrong for last 5 years, ace investor re..Wise AdviceWise Advice15-Nov-2017
An unexploited retiral income solutionAn unexploited retiral income solutionDwijendra SrivastavaDwijendra SrivastavaSundaram MutualSundaram Mutual14-Nov-2017
India growth story available at a discount this weekIndia growth story available at a discount thi..Raghav IyengarRaghav IyengarICICI PrudentialICICI Prudential13-Nov-2017
What does BEER tell us about stock markets?What does BEER tell us about stock markets?Saturday SchoolSaturday School11-Nov-2017
A new field of study that every advisor must imbibeA new field of study that every advisor must i..MasterMindMasterMind10-Nov-2017
IFAs now have a new friend in Digital DostIFAs now have a new friend in Digital DostAnkur ThakoreAnkur ThakoreL&T Mutual FundL&T Mutual Fund09-Nov-2017
Right fund in the right theme at the right timeRight fund in the right theme at the right timeSrinivas Rao RavuriSrinivas Rao RavuriHDFC AMCHDFC AMC09-Nov-2017
Innovation champion introduces another industry first in..Innovation champion introduces another industr..Sundeep SikkaSundeep SikkaReliance Nippon MFReliance Nippon MF08-Nov-2017
Top decile performer in large cap categoryTop decile performer in large cap categoryJignesh GopaniJignesh GopaniAxis MFAxis MF07-Nov-2017
Market share migration is the big themeMarket share migration is the big themeAnup UpadhyayAnup UpadhyaySBI MFSBI MF03-Nov-2017
Racing ahead of the pack with a 15% alphaRacing ahead of the pack with a 15% alphaAnand ShahAnand ShahBNP Paribas MFBNP Paribas MF02-Nov-2017
New data questions our notions on large and midcapsNew data questions our notions on large and mi..Karan DattaKaran DattaAxis MFAxis MF01-Nov-2017
The world's most anticipated fund launch of 2018The world's most anticipated fund launch of 2018Wise AdviceWise Advice01-Nov-2017
Busting the 2 big myths around midcapsBusting the 2 big myths around midcapsHarshad PatwardhanHarshad PatwardhanEdelweiss MFEdelweiss MF31-Oct-2017
Diversification + Appreciation + Tax Free IncomeDiversification + Appreciation + Tax Free IncomeAmar ShahAmar ShahICICI PrudentialICICI Prudential30-Oct-2017
Is everything we learnt on diversification untrue?Is everything we learnt on diversification unt..Saturday SchoolSaturday School28-Oct-2017
Don’t chase momentum in a liquidity driven marketDon’t chase momentum in a liquidity driven mar..Harsha UpadhyayaHarsha UpadhyayaKotak MFKotak MF26-Oct-2017
The magic number of IFA business is 600The magic number of IFA business is 600Brijesh DalmiaBrijesh DalmiaDalmia AdvisoryDalmia Advisory25-Oct-2017
4 reasons why IFAs may want to engage with this fund house4 reasons why IFAs may want to engage with thi..Ravi MenonRavi MenonHSBC AMCHSBC AMC24-Oct-2017
I will never fire my advisor for poor returnsI will never fire my advisor for poor returnsAlifiya CalcuttawallaAlifiya CalcuttawallaThe WanderersThe Wanderers23-Oct-2017
If the direction is right, all you need to do is keep wa..If the direction is right, all you need to do..Prashant JainPrashant JainHDFC AMCHDFC AMC22-Oct-2017
He returned 10,000 crs to investors on bubble concernsHe returned 10,000 crs to investors on bubble..Wise AdviceWise Advice18-Oct-2017
5 risk management questions you must ask every fund house5 risk management questions you must ask every..Robbert VonkRobbert VonkCanara Robeco MFCanara Robeco MF17-Oct-2017
EVI gives investors objective guidance on where to inves..EVI gives investors objective guidance on wher..Chintan HariaChintan HariaICICI PrudentialICICI Prudential16-Oct-2017
10,000 IFAs will benefit from this industry-first traini..10,000 IFAs will benefit from this industry-fi..K S RaoK S RaoAditya Birla Sun Lif..Aditya Birla Sun Lif..14-Oct-2017
PSU banks perpetual bonds offer deep valuePSU banks perpetual bonds offer deep valueVinay KulkarniVinay KulkarniHDFC AMCHDFC AMC12-Oct-2017
Well positioned for a cyclical recoveryWell positioned for a cyclical recoveryVenugopal ManghatVenugopal ManghatL&T Mutual FundL&T Mutual Fund11-Oct-2017
The world's toughest vulture capitalistThe world's toughest vulture capitalistWise AdviceWise Advice11-Oct-2017
Get ready for the next retail powerhouseGet ready for the next retail powerhouseSuresh SoniSuresh SoniDHFL Pramerica MFDHFL Pramerica MF09-Oct-2017
Smart Selfie - an exciting industry-first initiativeSmart Selfie - an exciting industry-first init..K S RaoK S RaoBirla Sun Life MFBirla Sun Life MF07-Oct-2017
Making women financially independentMaking women financially independentKotak MF SIP DayKotak MF SIP Day06-Oct-2017
Future of mutual fund advisorsFuture of mutual fund advisorsKotak MF SIP DayKotak MF SIP Day06-Oct-2017
Financial Freedom FormulaFinancial Freedom FormulaKotak MF SIP DayKotak MF SIP Day05-Oct-2017
Check out Nilesh's novel ways of positioning SIPsCheck out Nilesh's novel ways of positioning S..Marketing WizMarketing Wiz04-Oct-2017
Investors pay for performance - here is evidenceInvestors pay for performance - here is evidenceWise AdviceWise Advice04-Oct-2017
4 strategies to deal with the BIG risk in credit funds4 strategies to deal with the BIG risk in cred..Amit TripathiAmit TripathiReliance Nippon MFReliance Nippon MF03-Oct-2017
Mahesh's new-age model is an eye opener for every IFAMahesh's new-age model is an eye opener for ev..Mahesh GattaniMahesh GattaniBalaji InvestmentsBalaji Investments29-Sep-2017
Uniquely structured dynamic equity productUniquely structured dynamic equity productRadhika GuptaRadhika GuptaEdelweiss MFEdelweiss MF28-Sep-2017
The Silent AssassinThe Silent AssassinWise AdviceWise Advice27-Sep-2017
Its more about sit tight rather than buy right nowIts more about sit tight rather than buy right..Gautam Sinha RoyGautam Sinha Roy27-Sep-2017
Focused new fund from champion alpha generatorFocused new fund from champion alpha generatorAnand ShahAnand Shah26-Sep-2017
Make a great first impression with Abhenav's innovative..Make a great first impression with Abhenav's i..Abhenav KhettryAbhenav KhettryVyana WealthVyana Wealth25-Sep-2017
What is VaR and how can it determine portfolio risk?What is VaR and how can it determine portfolio..Saturday SchoolSaturday School23-Sep-2017
Going digital? Check this outGoing digital? Check this outInnovators: Innovati..Innovators: Innovati..22-Sep-2017
Timely calls + nimble action = great value for investorsTimely calls + nimble action = great value for..Raghav IyengarRaghav Iyengar20-Sep-2017
How to select AMCsHow to select AMCsBrijesh DalmiaBrijesh DalmiaDalmia AdvisoryDalmia Advisory19-Sep-2017
Right is MightRight is MightMr.Dependable: 4 pil..Mr.Dependable: 4 pil..18-Sep-2017
How about investing in a new expressway?How about investing in a new expressway?Saturday SchoolSaturday School16-Sep-2017
Early signs of another winner from this equity powerhouseEarly signs of another winner from this equity..Mirae Asset Prudence..Mirae Asset Prudence..14-Sep-2017
Do aur do paanchDo aur do paanchAshish ModaniAshish ModaniSLA Financial Soluti..SLA Financial Soluti..13-Sep-2017
What do Sunsilk and Sapient Wealth have in common?What do Sunsilk and Sapient Wealth have in com..Marketing WizMarketing Wiz12-Sep-2017
I make my advisors compete with meI make my advisors compete with meBhagyesh SonejiBhagyesh SonejiTarakki ChampionsTarakki Champions11-Sep-2017
What’s the greed vs fear index telling us now?What’s the greed vs fear index telling us now?Saturday School: Equ..Saturday School: Equ..09-Sep-2017
57% employee turnover threatens business viability of th..57% employee turnover threatens business viabi..Mr.Dependable: 4 pil..Mr.Dependable: 4 pil..08-Sep-2017
Host of global events to worry aboutHost of global events to worry aboutNavneet MunotNavneet MunotSBI MFSBI MF07-Sep-2017
To build a team, you need a big heartTo build a team, you need a big heartAshish ModaniAshish ModaniSLA Financial Soluti..SLA Financial Soluti..06-Sep-2017
FREE FitBit for your business growthFREE FitBit for your business growthBrijesh DalmiaBrijesh DalmiaDalmia AdvisoryDalmia Advisory05-Sep-2017
Giant step forward for India’s leading AMC appGiant step forward for India’s leading AMC appRaghav IyengarRaghav IyengarICICI PrudentialICICI Prudential04-Sep-2017
The best chart to show your clients on fund performanceThe best chart to show your clients on fund pe..Saturday School: Mut..Saturday School: Mut..02-Sep-2017
This is where the real churn is happeningThis is where the real churn is happeningAbhenav KhettryAbhenav KhettryVyana WealthVyana Wealth01-Sep-2017
US can learn from the great Indian SIP storyUS can learn from the great Indian SIP storyTim HillTim HillPrincipal Global Inv..Principal Global Inv..31-Aug-2017
Stop making excuses, Mr. IFAStop making excuses, Mr. IFAAshish ModaniAshish ModaniSLA Financial Soluti..SLA Financial Soluti..30-Aug-2017
Please stop this mis-selling – NOW!Please stop this mis-selling – NOW!Sunil JhaveriSunil JhaveriMSJ CorporateMSJ Corporate29-Aug-2017
Don’t pluck the plant every day to see if its roots have..Don’t pluck the plant every day to see if its..Ram Hasyagar, Bangal..Ram Hasyagar, Bangal..Tarakki ChampionsTarakki Champions28-Aug-2017
Hot new tool to measure fund performanceHot new tool to measure fund performanceSaturday School: Mut..Saturday School: Mut..26-Aug-2017
US market looking lot more vulnerable than oursUS market looking lot more vulnerable than oursAnup MaheshwariAnup MaheshwariDSP BlackRockDSP BlackRock24-Aug-2017
India’s hottest IFA app is getting even betterIndia’s hottest IFA app is getting even betterHarsha KHarsha KAxis MFAxis MF24-Aug-2017
36% CAGR over 20 years36% CAGR over 20 yearsWise AdviceWise AdviceDavid Tepper, Appalo..David Tepper, Appalo..23-Aug-2017
Burgers with fries and coke – now available in mutual fu..Burgers with fries and coke – now available in..Ankur ThakoreAnkur ThakoreL&T Mutual FundL&T Mutual Fund23-Aug-2017
How should Ranjit convince Mr. Mehra?How should Ranjit convince Mr. Mehra?MasterMind : Endowme..MasterMind : Endowme..22-Aug-2017
Indian equities are no longer in bull marketIndian equities are no longer in bull marketRajesh BansalRajesh BansalMidas FinServeMidas FinServe22-Aug-2017
Bucking the large cap alpha squeeze trend Bucking the large cap alpha squeeze trend Sankaran NarenSankaran NarenICICI PrudentialICICI Prudential21-Aug-2017
500 families, 500 cr AuM. Eyes now set on 1000 cr.500 families, 500 cr AuM. Eyes now set on 1000..Mukesh GuptaMukesh GuptaWealthcare SecuritiesWealthcare Securities21-Aug-2017
Is India really experiencing jobless growth?Is India really experiencing jobless growth?Saturday School: Cur..Saturday School: Cur..19-Aug-2017
The most important thing for an IFA to doThe most important thing for an IFA to doBrijesh DalmiaBrijesh DalmiaDalmia AdvisoryDalmia Advisory18-Aug-2017
Value conscious all weather equity winnerValue conscious all weather equity winnerSonam UdasiSonam UdasiTata MFTata MF16-Aug-2017
What’s your decision, Mr. SEBI Chairman?What’s your decision, Mr. SEBI Chairman?Vijay VenkatramVijay VenkatramWealth ForumWealth Forum16-Aug-2017
Make Friday, Aug 18th as your SIP DayMake Friday, Aug 18th as your SIP DayManish MehtaManish MehtaKotak MFKotak MF14-Aug-2017
FAANG stocks: biggest bubble or biggest opportunity?FAANG stocks: biggest bubble or biggest opport..Saturday School: Cur..Saturday School: Cur..12-Aug-2017
Biggest NFO in a decadeBiggest NFO in a decadeKaran DattaKaran DattaAxis MFAxis MF11-Aug-2017
Look at this picture closely and spot what’s odd about itLook at this picture closely and spot what’s o..Innovators: Innovati..Innovators: Innovati..09-Aug-2017
A must read to prepare you for the next market downturnA must read to prepare you for the next market..Wise AdviceWise AdviceSeth Klarman, Baupos..Seth Klarman, Baupos..09-Aug-2017
Fund industry heading towards an absolute return environ..Fund industry heading towards an absolute retu..Navneet MunotNavneet MunotSBI MFSBI MF08-Aug-2017
Creating richer lives for middle class IndiansCreating richer lives for middle class IndiansTarakki ChampionsTarakki ChampionsInternational Money..International Money..07-Aug-2017
Make money whichever way the market goesMake money whichever way the market goesSaturday School: Alt..Saturday School: Alt..05-Aug-2017
We aim to be fund manager to every IndianWe aim to be fund manager to every IndianD P SinghD P SinghSBI MFSBI MF04-Aug-2017
Promote SIP + SWP as lifelong solutionsPromote SIP + SWP as lifelong solutionsAnuradha RaoAnuradha RaoSBI MFSBI MF03-Aug-2017
What can I do when my client changes the goalpost?What can I do when my client changes the goalp..MasterMindMasterMindPerformance Expectat..Performance Expectat..03-Aug-2017
The low risk high return geniusThe low risk high return geniusWise AdviceWise AdviceHoward Marks, OakTre..Howard Marks, OakTre..02-Aug-2017
UF submits strong representation on SEBI RIA proposalUF submits strong representation on SEBI RIA p..United ForumUnited Forum02-Aug-2017
20x growth in 3 years by leveraging the right platform20x growth in 3 years by leveraging the right..Radhika GuptaRadhika GuptaEdelweiss MFEdelweiss MF01-Aug-2017
Avoiding froth to create long term valueAvoiding froth to create long term valueMrinal SinghMrinal SinghICICI PrudentialICICI Prudential31-Jul-2017
A new breed of funds is set to take the market by stormA new breed of funds is set to take the market..Saturday School: Inv..Saturday School: Inv..29-Jul-2017
Can this fund become the next large cap leader?Can this fund become the next large cap leader?Sailesh BhanSailesh BhanReliance Nippon MFReliance Nippon MF28-Jul-2017
Check this out: Bachelor of Hamburgerology!Check this out: Bachelor of Hamburgerology!Mr.Dependable: 4 pil..Mr.Dependable: 4 pil..28-Jul-2017
Reforming the way we think about moneyReforming the way we think about moneyP L Natarajan IyerP L Natarajan IyerHappyness FactoryHappyness Factory27-Jul-2017
The world's biggest balanced fund championThe world's biggest balanced fund championRay DalioRay DalioBridgewater AssociatesBridgewater Associates26-Jul-2017
A granular look at themes for the coming yearsA granular look at themes for the coming yearsAkhil ChaturvediAkhil ChaturvediMotilal Oswal AMCMotilal Oswal AMC25-Jul-2017
Pearls of wisdom from a 72 year old investorPearls of wisdom from a 72 year old investorHiralal SabadraHiralal SabadraK V Fire Chemicals (..K V Fire Chemicals (..24-Jul-2017
The 6 lakh crore problem that’s dragging our economy downThe 6 lakh crore problem that’s dragging our e..Saturday School: Cur..Saturday School: Cur..22-Jul-2017
An exciting and clever new way to saveAn exciting and clever new way to saveInnovators: Innovati..Innovators: Innovati..Balance: Clever ways..Balance: Clever ways..21-Jul-2017
Top down ace joins hands with bottom up championTop down ace joins hands with bottom up championAnand ShahAnand ShahBNP Paribas MFBNP Paribas MF20-Jul-2017
93% advisors say stop promoting monthly dividends in bal..93% advisors say stop promoting monthly divide..WF Platinum Circle A..WF Platinum Circle A..19-Jul-2017
3 pillar model promises superior dynamic asset allocation3 pillar model promises superior dynamic asset..Chandresh NigamChandresh NigamAxis MFAxis MF18-Jul-2017
Contra + duration + cash calls + foreign equity: a heady..Contra + duration + cash calls + foreign equit..Sankaran NarenSankaran NarenICICI PrudentialICICI Prudential17-Jul-2017
Thank you Bharat, from the bottom of our hearts!Thank you Bharat, from the bottom of our hearts!Bharat PhatakBharat PhatakWealth Managers Indi..Wealth Managers Indi..16-Jul-2017
7 BIG inspirational winners7 BIG inspirational winnersThink BIG Awards 2017Think BIG Awards 201714-Jul-2017
5 awesome marketing wizards5 awesome marketing wizardsMarketing Wiz Awards..Marketing Wiz Awards..13-Jul-2017
The wisest advisor in India is....The wisest advisor in India is....Wise Advice Case Com..Wise Advice Case Com..12-Jul-2017
5 rising stars of the IFA world5 rising stars of the IFA worldSBI MF presents WF E..SBI MF presents WF E..11-Jul-2017
Tarakki Awards 2017Tarakki Awards 2017Tarakki Champions 2017Tarakki Champions 201710-Jul-2017
New training program to tap into current market potentialNew training program to tap into current marke..K S RaoK S RaoBirla Sun Life MFBirla Sun Life MF08-Jul-2017
New fund manager engineers sharp performance turnaroundNew fund manager engineers sharp performance t..Rahul BaijalRahul Baijal07-Jul-2017
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5 great examples of wise advice5 great examples of wise adviceWise Advice Case Com..Wise Advice Case Com..05-Jul-2017
Real rates are unsustainably highReal rates are unsustainably highManish BanthiaManish BanthiaICICI PrudentialICICI Prudential03-Jul-2017
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Geared for the next cycle, with downside protectionGeared for the next cycle, with downside prote..Srinivas Rao RavuriSrinivas Rao Ravuri30-Jun-2017
India's 5 wisest advisorsIndia's 5 wisest advisorsWise Advice Case Com..Wise Advice Case Com..29-Jun-2017
Off to a great startOff to a great startMahendra Kumar JajooMahendra Kumar Jajoo27-Jun-2017
Strategic vs tactical asset allocationStrategic vs tactical asset allocationSachin JainSachin JainMoney Gain ConsultantsMoney Gain Consultants24-Jun-2017
SEBI’s new RIA proposals humiliate MFDsSEBI’s new RIA proposals humiliate MFDsVijay VenkatramVijay VenkatramWealth ForumWealth Forum23-Jun-2017
Which AMCs do you have most confidence in?Which AMCs do you have most confidence in?WF Advisor Confidenc..WF Advisor Confidenc..22-Jun-2017
Hybrids overtake debt funds in advisor confidenceHybrids overtake debt funds in advisor confide..WF Advisor Confidenc..WF Advisor Confidenc..21-Jun-2017
India’s 10 wisest advisorsIndia’s 10 wisest advisorsWise Advice Case Com..Wise Advice Case Com..21-Jun-2017
No fikar, no gham – only acche dinNo fikar, no gham – only acche dinWF Advisor Confidenc..WF Advisor Confidenc..20-Jun-2017
Rich insights from Mumbai’s champion IFARich insights from Mumbai’s champion IFAHemant RustagiHemant RustagiWiseInvest AdvisorsWiseInvest Advisors19-Jun-2017
Best answer to the question: should I invest or exit nowBest answer to the question: should I invest o..Sachin JainSachin JainMoney Gain ConsultantsMoney Gain Consultants17-Jun-2017
A unique platform by bankers, for bankersA unique platform by bankers, for bankersSachin JainSachin JainMoney GainMoney Gain15-Jun-2017
Right prescription for a happy retired lifeRight prescription for a happy retired lifeHimanshu VyapakHimanshu VyapakReliance Nippon MFReliance Nippon MF14-Jun-2017
Industry’s most consistently outperforming diversified e..Industry’s most consistently outperforming div..Venugopal ManghatVenugopal ManghatL&T Mutual FundL&T Mutual Fund13-Jun-2017
This balanced fund outperformed Nifty 100% of timesThis balanced fund outperformed Nifty 100% of..S.NarenS.NarenICICI PrudentialICICI Prudential12-Jun-2017
Why should I pay tax on your income?Why should I pay tax on your income?Saturday School: Tax..Saturday School: Tax..10-Jun-2017
Accrual funds concerns: a case of “grapes are sour”Accrual funds concerns: a case of “grapes are..Lakshmi IyerLakshmi IyerKotak MFKotak MF09-Jun-2017
Amit’s unique 3-D asset allocation model is an eye-openerAmit’s unique 3-D asset allocation model is an..Amit JainAmit Jain08-Jun-2017
Small is beautiful for this champion balanced fundSmall is beautiful for this champion balanced..PVK MohanPVK MohanPrincipal MFPrincipal MF07-Jun-2017
Caveat Creditor: let the lender bewareCaveat Creditor: let the lender bewareR SivakumarR SivakumarAxis MFAxis MF06-Jun-2017
B 15 powerhouse roars past 500 cr AuMB 15 powerhouse roars past 500 cr AuMRanjit DaniRanjit DaniThink ConsultantsThink Consultants05-Jun-2017
Tips to save capital gains taxTips to save capital gains taxSaturday School: Tax..Saturday School: Tax..03-Jun-2017
The best indicator of an advisor’s call on a fund houseThe best indicator of an advisor’s call on a f..Swarup MohantySwarup MohantyMirae AssetMirae Asset02-Jun-2017
A truly unsung heroA truly unsung heroAshok KanawalaAshok KanawalaHDFC AMCHDFC AMC01-Jun-2017
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Life at Sensex 31k: musings of an ace CIOLife at Sensex 31k: musings of an ace CIOSankaran NarenSankaran NarenICICI PrudentialICICI Prudential29-May-2017
Tax tips for your clients’ business incomeTax tips for your clients’ business incomeSaturday School: Tax..Saturday School: Tax..27-May-2017
18.18% 10 yr CAGR from this midcap champion fund18.18% 10 yr CAGR from this midcap champion fundRavi GopalakrishnanRavi GopalakrishnanCanara Robeco MFCanara Robeco MF26-May-2017
A unique stock exchange – exclusively for kidsA unique stock exchange – exclusively for kidsInnovators: Innovati..Innovators: Innovati..25-May-2017
B-15 champion guns for 1000 cr AuMB-15 champion guns for 1000 cr AuMPradeep Kumar JainPradeep Kumar JainPMPKPMPK22-May-2017
Tax tips to help clients maximise their property investm..Tax tips to help clients maximise their proper..Saturday School: Tax..Saturday School: Tax..20-May-2017
India's most challenging competition for financial adivo..India's most challenging competition for finan..Wise Advice Case Com..Wise Advice Case Com..20-May-2017
Great lessons from a brand that became a verb and a hit..Great lessons from a brand that became a verb..Mr.Dependable: 4 pil..Mr.Dependable: 4 pil..19-May-2017
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3 diverse views on the industry’s No 1 issue3 diverse views on the industry’s No 1 issueFIFA conference pane..FIFA conference pane..17-May-2017
To succeed, you must lead, not merely surviveTo succeed, you must lead, not merely surviveWise Advice: Evolve..Wise Advice: Evolve..17-May-2017
This category can become as large as equity AuM in 5 yearsThis category can become as large as equity Au..Manish GunwaniManish GunwaniICICI PrudentialICICI Prudential15-May-2017
Smart strategies to reduce tax on salary incomeSmart strategies to reduce tax on salary incomeSaturday School: Tax..Saturday School: Tax..13-May-2017
Doubling their AuM every year for last 5 yearsDoubling their AuM every year for last 5 yearsHarsh GahlautHarsh GahlautFinEdge AdvisoryFinEdge Advisory12-May-2017
This strategy is creating many happy investorsThis strategy is creating many happy investorsKrishnaKumarKrishnaKumarSundaram MutualSundaram Mutual11-May-2017
Buying growth at a premium better than focusing only on..Buying growth at a premium better than focusin..Atul BholeAtul BholeDSP BlackRockDSP BlackRock09-May-2017
4x growth in just 5 years - the PeakAlpha Tarakki story4x growth in just 5 years - the PeakAlpha Tara..Shyam SunderShyam SunderPeakAlpha Investment..PeakAlpha Investment..08-May-2017
Is Estate Duty coming back in India?Is Estate Duty coming back in India?Saturday School: Est..Saturday School: Est..06-May-2017
Mandate change to align with change in market viewMandate change to align with change in market..Nagarajan MurthyNagarajan MurthyTata MFTata MF05-May-2017
Were you part of the herd or the wise few?Were you part of the herd or the wise few?Sunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital03-May-2017
This distributor portal enables comprehensive financial..This distributor portal enables comprehensive..Mudeita PatraoMudeita PatraoHDFC AMCHDFC AMC02-May-2017
Estate planning for your transnational client familiesEstate planning for your transnational client..Saturday School: Est..Saturday School: Est..29-Apr-2017
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Just 5 points on the hottest IFA appJust 5 points on the hottest IFA appShri Harsha KShri Harsha KAxis MFAxis MF25-Apr-2017
From 40 crs to 1400 crs in just 8 years - Sapient's Tara..From 40 crs to 1400 crs in just 8 years - Sapi..Amit BivalkarAmit BivalkarSapient Wealth Advis..Sapient Wealth Advis..24-Apr-2017
Succession planning for your businessmen clientsSuccession planning for your businessmen clientsSaturday School: Est..Saturday School: Est..22-Apr-2017
Our aim is to make every IFA into an EFAOur aim is to make every IFA into an EFADhruv MehtaDhruv MehtaChairman, FIFAChairman, FIFA21-Apr-2017
5 drivers that can make this your biggest year yet5 drivers that can make this your biggest year..Kallash KulkarniKallash KulkarniL&T Mutual FundL&T Mutual Fund19-Apr-2017
The most iconic wealth creation book of all timesThe most iconic wealth creation book of all ti..Wise AdviceWise Advice19-Apr-2017
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1300 subscribed IFAs, 30,000 client app downloads: this..1300 subscribed IFAs, 30,000 client app downlo..Bishnu SahuBishnu SahuFIINFRA (Ffreedom In..FIINFRA (Ffreedom In..13-Apr-2017
Learn to pay yourself first!Learn to pay yourself first!David BachDavid BachWise Advice: Learn f..Wise Advice: Learn f..12-Apr-2017
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Message in your lunch boxMessage in your lunch boxKailash KulkarniKailash KulkarniL&T Mutual FundL&T Mutual Fund31-Mar-2017
Deepesh’s 12 tips for success as a financial advisorDeepesh’s 12 tips for success as a financial a..Deepesh MehtaDeepesh MehtaGrow WealthGrow Wealth31-Mar-2017
Unique IFA proposition drives 9cr to 202cr AuM growth in..Unique IFA proposition drives 9cr to 202cr AuM..Sanjeev GovilaSanjeev GovilaHum Fauji InitiativesHum Fauji Initiatives30-Mar-2017
Smart strategy wins back market leadership positionSmart strategy wins back market leadership pos..Wise Advice: Evolve..Wise Advice: Evolve..29-Mar-2017
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5 tools & ideas to educate your clients effectively5 tools & ideas to educate your clients effect..Jigar ParekhJigar ParekhAnchorEdge TrainingAnchorEdge Training25-Mar-2017
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BSE Star MF – pros and consBSE Star MF – pros and consGajendra KothariGajendra KothariEtica WealthEtica Wealth24-Mar-2017
This email helped my client and me immenselyThis email helped my client and me immenselyAshish ModaniAshish ModaniSLA Financial Soluti..SLA Financial Soluti..22-Mar-2017
Who says equity is risky?Who says equity is risky?S K BagariaS K BagariaMentor - ASK CircleMentor - ASK Circle21-Mar-2017
48x fund growth vs 7x for market: that’s some alpha!48x fund growth vs 7x for market: that’s some..Kiran KaushikKiran KaushikHDFC AMCHDFC AMC20-Mar-2017
Bhavnagar boy races past Rs.200 cr AuMBhavnagar boy races past Rs.200 cr AuMSamir VoraSamir VoraOcean FinvestOcean Finvest20-Mar-2017
6 tips to overcome IAP stage fear 6 tips to overcome IAP stage fear Jigar ParekhJigar ParekhAnchorEdge TrainingAnchorEdge Training18-Mar-2017
What makes Ashwani “Mr.Dependable”?What makes Ashwani “Mr.Dependable”?Ashwani TiwariAshwani TiwariWealthMateWealthMate17-Mar-2017
Why is no AMC promoting MF Utility?Why is no AMC promoting MF Utility?Gajendra KothariGajendra KothariEtica WealthEtica Wealth17-Mar-2017
This innovation takes customization to a mind-blowing le..This innovation takes customization to a mind-..Innovators: Case Stu..Innovators: Case Stu..16-Mar-2017
Theme that stands out now: Organizing IndiaTheme that stands out now: Organizing IndiaTaher BadshahTaher BadshahInvesco MFInvesco MF16-Mar-2017
2 reasons why fixed income looks attractive now2 reasons why fixed income looks attractive nowManish BanthiaManish BanthiaICICI PrudentialICICI Prudential15-Mar-2017
Mr. Bond’s data suggests likely equity returns over next..Mr. Bond’s data suggests likely equity returns..Sunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital15-Mar-2017
Low cost – huge impact ideas from Siliguri’s leading IFALow cost – huge impact ideas from Siliguri’s l..Prabin AgarwalPrabin AgarwalFortune SecuritiesFortune Securities14-Mar-2017
How to deliver successful IAPs yourselfHow to deliver successful IAPs yourselfJigar ParekhJigar ParekhAnchorEdge TrainingAnchorEdge Training11-Mar-2017
The best investment your clients can ever makeThe best investment your clients can ever makeVijay VenkatramVijay VenkatramWealth ForumWealth Forum10-Mar-2017
Go digital at just one third the costGo digital at just one third the costManish MehtaManish MehtaKotak MFKotak MF09-Mar-2017
Truly putting the investors’ interests firstTruly putting the investors’ interests firstAditi Kothari DesaiAditi Kothari DesaiDSP BlackRockDSP BlackRock08-Mar-2017
Don’t fall for the “long term” argumentDon’t fall for the “long term” argumentSunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital08-Mar-2017
BIG retail growth opportunity opens up todayBIG retail growth opportunity opens up todayVijay VenkatramVijay VenkatramWealth ForumWealth Forum07-Mar-2017
A trip to LonavalaA trip to LonavalaMukesh DedhiaMukesh DedhiaGhalla Bhansali Secu..Ghalla Bhansali Secu..06-Mar-2017
Saturday School announces an exciting new initiative: Te..Saturday School announces an exciting new init.. Saturday School: Te.. Saturday School: Te.. 04-Mar-2017
Grow your IFA business the Baba Ramdev wayGrow your IFA business the Baba Ramdev wayJigar ParekhJigar ParekhAnchorEdgeAnchorEdge04-Mar-2017
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In just 2 years, she’s crossed Rs.100 cr AuM, eyes set o..In just 2 years, she’s crossed Rs.100 cr AuM,..Mani SharmaMani SharmaMoneyTree AdvisorsMoneyTree Advisors02-Mar-2017
Mr. Bond’s 3 wise suggestions on equity fund selectionMr. Bond’s 3 wise suggestions on equity fund s..Sunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital01-Mar-2017
Closer look at the probable lead sector of this bull mar..Closer look at the probable lead sector of thi..Shrey LoonkerShrey LoonkerReliance Nippon MFReliance Nippon MF28-Feb-2017
Betting big on insurance plays to maintain its winning w..Betting big on insurance plays to maintain its..Siddarth BothraSiddarth BothraMotilal Oswal AMCMotilal Oswal AMC27-Feb-2017
Double your AuM with this training programDouble your AuM with this training programK S RaoK S RaoBirla Sun Life MFBirla Sun Life MF25-Feb-2017
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You should never invest in mutual fundsYou should never invest in mutual fundsAshish ModaniAshish ModaniSLA Financial Soluti..SLA Financial Soluti..22-Feb-2017
3 innovative ideas to motivate your team3 innovative ideas to motivate your teamAmit BivalkarAmit BivalkarSapient WealthSapient Wealth20-Feb-2017
Estate planning: Will vs joint ownership vs beneficial t..Estate planning: Will vs joint ownership vs be..Saturday School: Est..Saturday School: Est..18-Feb-2017
Vyana takes children education planning to the next levelVyana takes children education planning to the..Abhenav KhettryAbhenav KhettryVyana WealthVyana Wealth17-Feb-2017
First Saurashtra IFA to cross 200 cr MF AuMFirst Saurashtra IFA to cross 200 cr MF AuMAmit Kumar MehtaAmit Kumar MehtaSwadeshi Vastu BhandarSwadeshi Vastu Bhandar16-Feb-2017
If a bank is serious about dealing with mis-selling, rea..If a bank is serious about dealing with mis-se..Wise Advice: Evolve..Wise Advice: Evolve..15-Feb-2017
80C tax saving funds for risk averse investors80C tax saving funds for risk averse investorsSuraj KaeleySuraj KaeleyUTI MFUTI MF14-Feb-2017
Lets inspire each other with this new initiativeLets inspire each other with this new initiativeKailash KulkarniKailash KulkarniL&T Mutual FundL&T Mutual Fund13-Feb-2017
Launch this service to strengthen your advisory businessLaunch this service to strengthen your advisor..Saturday School: Est..Saturday School: Est..11-Feb-2017
Is RGESS better than ELSS for a first time equity invest..Is RGESS better than ELSS for a first time equ..Sunil SubramaniamSunil SubramaniamSundaram MutualSundaram Mutual10-Feb-2017
10 Vista Wealth lessons from Dangal10 Vista Wealth lessons from DangalAshish GoelAshish GoelVista WealthVista Wealth08-Feb-2017
Don’t just think of doubling – plan for 10x growth in in..Don’t just think of doubling – plan for 10x gr..A BalasubramanianA BalasubramanianBirla Sun Life MFBirla Sun Life MF06-Feb-2017
Increase wallet share and drive referrals with thisIncrease wallet share and drive referrals with..Saturday School: Fin..Saturday School: Fin..04-Feb-2017
3 specific opportunities for distributors from this Budget3 specific opportunities for distributors from..Nilesh ShahNilesh ShahKotak MFKotak MF02-Feb-2017
Acche din aa gaye kya?Acche din aa gaye kya?Budget perspectives..Budget perspectives..02-Feb-2017
Why can’t we admit the truth for once?Why can’t we admit the truth for once?S K BagariaS K BagariaMentor ASK CircleMentor ASK Circle31-Jan-2017
Champion fund house of 2016Champion fund house of 2016D P SinghD P SinghSBI MFSBI MF30-Jan-2017
Zero income tax: pipe dream or next big idea after demon..Zero income tax: pipe dream or next big idea a..Saturday School: Cur..Saturday School: Cur..28-Jan-2017
100 cr AuM in a small town of 120,000 people!100 cr AuM in a small town of 120,000 people!Shivam MehrotraShivam MehrotraMoney SolutionsMoney Solutions27-Jan-2017
The best advisor for financial advisorsThe best advisor for financial advisorsNick MurrayNick MurrayWise Advice: Learn f..Wise Advice: Learn f..25-Jan-2017
9 points to convince clients about staying back9 points to convince clients about staying backBrijesh DalmiaBrijesh DalmiaDalmia AdvisoryDalmia Advisory25-Jan-2017
Can IFAs use this to acquire HNI clients?Can IFAs use this to acquire HNI clients?A V SrikanthA V SrikanthCitadelle Asset Advi..Citadelle Asset Advi..23-Jan-2017
Will this data now make you re-think your strategy?Will this data now make you re-think your stra..Aashish SomaiyaaAashish SomaiyaaMotilal Oswal AMCMotilal Oswal AMC20-Jan-2017
Trail commissions are anti-investorTrail commissions are anti-investorVijay VenkatramVijay VenkatramWealth ForumWealth Forum18-Jan-2017
Is ELSS really better than PPF for 80C?Is ELSS really better than PPF for 80C?Brijesh DalmiaBrijesh DalmiaDalmia AdvisoryDalmia Advisory16-Jan-2017
Only 3 questions for Mr. U K SinhaOnly 3 questions for Mr. U K SinhaVijay VenkatramVijay VenkatramWealth ForumWealth Forum13-Jan-2017
Rs.30,000 cr equity AuM rides on his shouldersRs.30,000 cr equity AuM rides on his shouldersManish GunwaniManish GunwaniICICI PrudentialICICI Prudential12-Jan-2017
Can this new issue help you expand your client base?Can this new issue help you expand your client..Himanshu VyapakHimanshu VyapakReliance Nippon MFReliance Nippon MF11-Jan-2017
The 21 day financial fastThe 21 day financial fastMichelle SingletaryMichelle SingletaryWashington PostWashington Post11-Jan-2017
Mirror, mirror on the wall, who is the fastest of them a..Mirror, mirror on the wall, who is the fastest..Vijay VenkatramVijay VenkatramWealth ForumWealth Forum09-Jan-2017
A must-watch video for every investorA must-watch video for every investorBirla Sun Life NipunBirla Sun Life Nipun07-Jan-2017
Please don't buy this fundPlease don't buy this fundMarketing WizMarketing Wiz06-Jan-2017
Is Rs.6,000 just a teaser pricing for this platform?Is Rs.6,000 just a teaser pricing for this pla..Bishnu SahuBishnu SahuFIINFRA (Ffreedom In..FIINFRA (Ffreedom In..05-Jan-2017
Timely message for our industry from this sole survivorTimely message for our industry from this sole..Wise AdviceWise Advice04-Jan-2017
Distributors will continue to contribute 80% of industry..Distributors will continue to contribute 80% o..Sunil SubramaniamSunil SubramaniamSundaram MutualSundaram Mutual04-Jan-2017
FIFA presents hard data to U K SinhaFIFA presents hard data to U K SinhaVijay VenkatramVijay VenkatramWealth ForumWealth Forum03-Jan-2017
Person of the year 2016Person of the year 2016Navneet MunotNavneet MunotSBI MFSBI MF02-Jan-2017
2 great financial plans to learn from2 great financial plans to learn fromSaturday School: Fin..Saturday School: Fin..31-Dec-2016
An investment strategy to make money in 2017An investment strategy to make money in 2017Sunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital29-Dec-2016
The inspiring story of Anuradha and Sriram SubrahmanyaThe inspiring story of Anuradha and Sriram Sub..Anuradha and Sriram..Anuradha and Sriram..Integra Software Ser..Integra Software Ser..28-Dec-2016
Every advisor should rethink his fund selection strategyEvery advisor should rethink his fund selectio..Aashish SomaiyaaAashish SomaiyaaMotilal Oswal MFMotilal Oswal MF27-Dec-2016
SEBI mulls new MF-RIA intermediation model SEBI mulls new MF-RIA intermediation model Vijay VenkatramVijay VenkatramWealth ForumWealth Forum26-Dec-2016
Are you covering these 7 aspects in your financial plans?Are you covering these 7 aspects in your finan..Saturday School: Fin..Saturday School: Fin..24-Dec-2016
Once in a decade investment opportunity is now hereOnce in a decade investment opportunity is now..Lalit NambiarLalit NambiarUTI MFUTI MF23-Dec-2016
He’s India’s ace CIO; but how is he as a fund manager?He’s India’s ace CIO; but how is he as a fund..Sankaran NarenSankaran NarenICICI Prudential AMCICICI Prudential AMC21-Dec-2016
DEAA – the guru mantra for successful sellingDEAA – the guru mantra for successful sellingFund Guru: Sell Well..Fund Guru: Sell Well..19-Dec-2016
Junk your client questionnaire; consider this approachJunk your client questionnaire; consider this..Saturday School: Fin..Saturday School: Fin..17-Dec-2016
Innovative new product idea adds a touch of pure alphaInnovative new product idea adds a touch of pu..Karthikraaj LakshmananKarthikraaj LakshmananBNP Paribas AMCBNP Paribas AMC16-Dec-2016
Change your strategy: become big fish in small pondChange your strategy: become big fish in small..Marketing WizMarketing Wiz15-Dec-2016
IFA gathers Rs.175 cr AuM by serving a completely ignore..IFA gathers Rs.175 cr AuM by serving a complet..Deepak ShethDeepak ShethTejas ConsultancyTejas Consultancy13-Dec-2016
Structural boost for 30% of the marketStructural boost for 30% of the marketNavneet MunotNavneet MunotSBI MFSBI MF12-Dec-2016
The right way to begin your financial planning relations..The right way to begin your financial planning..Saturday SchoolSaturday SchoolFinancial Planning S..Financial Planning S..10-Dec-2016
This fund specializes in turnaround picksThis fund specializes in turnaround picksAmit GanatraAmit GanatraInvesco Mutual FundInvesco Mutual Fund09-Dec-2016
Inspiring story of IFAs coming together for a new beginn..Inspiring story of IFAs coming together for a..Rajesh KrishnamoorthyRajesh KrishnamoorthyI Fast FinancialI Fast Financial08-Dec-2016
Poster boy of India’s IFA fraternityPoster boy of India’s IFA fraternityShyam SekharShyam Sekharithought, Chennaiithought, Chennai07-Dec-2016
Strong contender in balanced funds categoryStrong contender in balanced funds categorySankaran NarenSankaran NarenICICI Prudential AMCICICI Prudential AMC06-Dec-2016
Single IFA accounts for 20% of his city’s MF AuMSingle IFA accounts for 20% of his city’s MF AuMAmit CharadvaAmit CharadvaJash ConsultancyJash Consultancy05-Dec-2016
The Power of Compounding – for IFAsThe Power of Compounding – for IFAsBrijesh DalmiaBrijesh DalmiaDalmia AdvisoryDalmia Advisory02-Dec-2016
Bust this myth to propel your business with senior citiz..Bust this myth to propel your business with se..Futurist Edge: Techn..Futurist Edge: Techn..01-Dec-2016
Ping, Portfolio, Price, People: 4 Ps that IFAs love in t..Ping, Portfolio, Price, People: 4 Ps that IFAs..Platform PointPlatform Point30-Nov-2016
Many more legs left in this bond market rallyMany more legs left in this bond market rallyAvnish JainAvnish JainCanara Robeco MFCanara Robeco MF29-Nov-2016
Corporate profits have only got deferred, not cancelledCorporate profits have only got deferred, not..Sunil SinghaniaSunil SinghaniaReliance Nippon AMCReliance Nippon AMC28-Nov-2016
New phenomenon wipes out $ 1 trillion from global market..New phenomenon wipes out $ 1 trillion from glo..Saturday School: Cur..Saturday School: Cur..26-Nov-2016
Get ready for a secular bull runGet ready for a secular bull runNilesh ShahNilesh ShahKotak MFKotak MF25-Nov-2016
Perfectly timed sales idea to expand your retail businessPerfectly timed sales idea to expand your reta..DSP BlackRock Invest..DSP BlackRock Invest..24-Nov-2016
Step-by-step guide to create an automatic lead generator Step-by-step guide to create an automatic lead..Jigar ParekhJigar ParekhFounder, AnchorEDGE..Founder, AnchorEDGE..24-Nov-2016
Could this be the next step of evolution for financial i..Could this be the next step of evolution for f..Wise AdviceWise AdviceCase Study of NetflixCase Study of Netflix23-Nov-2016
We hope you took the advice of these advisorsWe hope you took the advice of these advisorsVijay VenkatramVijay VenkatramWealth ForumWealth Forum22-Nov-2016
Major money making opportunity in this segmentMajor money making opportunity in this segmentPratik VasaPratik Vasa21-Nov-2016
Do your clients know about this unique demonetization so..Do your clients know about this unique demonet..Saturday School: Cur..Saturday School: Cur..19-Nov-2016
1266 distributors are actively using this platform1266 distributors are actively using this plat..Mukesh AgarwalMukesh AgarwalCEO – IISL & DotEx &..CEO – IISL & DotEx &..18-Nov-2016
A great new way to generate a thousand leadsA great new way to generate a thousand leadsJigar ParekhJigar ParekhFounder, AnchorEDGE..Founder, AnchorEDGE..17-Nov-2016
Ace CIO gives contrarian thematic call Ace CIO gives contrarian thematic call Sankaran NarenSankaran NarenICICI PrudentialICICI Prudential17-Nov-2016
An industry-first crowdsourcing initiative among distrib..An industry-first crowdsourcing initiative amo..D P SinghD P SinghSBI Mutual FundSBI Mutual Fund16-Nov-2016
2 important lessons from India’s No 1 equity fund manager2 important lessons from India’s No 1 equity f..Vinit SambreVinit SambreDSP BlackrockDSP Blackrock15-Nov-2016
Will SEBI look at the dilemma of these 9642 distributors?Will SEBI look at the dilemma of these 9642 di..Vijay VenkatramVijay VenkatramWealth ForumWealth Forum14-Nov-2016
Red signal has been flashed – first time in 6 yearsRed signal has been flashed – first time in 6..Sonam UdasiSonam UdasiTata Mutual FundTata Mutual Fund11-Nov-2016
Tap this hidden capital to win against robos and directTap this hidden capital to win against robos a..Futurist Edge: Pract..Futurist Edge: Pract..09-Nov-2016
UF says RIA paper is anti-investor, anti financial inclu..UF says RIA paper is anti-investor, anti finan..United ForumUnited Forum08-Nov-2016
Equity powerhouse takes a courageous callEquity powerhouse takes a courageous callNeelesh SuranaNeelesh SuranaMirae AssetMirae Asset04-Nov-2016
Setting new benchmarks in distributor engagementSetting new benchmarks in distributor engagementSidharth DamaniSidharth DamaniBirla Sun Life MFBirla Sun Life MF03-Nov-2016
SIP Karo, Mast Raho is poor adviceSIP Karo, Mast Raho is poor adviceSunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital01-Nov-2016
Strong new competitor in the ELSS categoryStrong new competitor in the ELSS categoryGautam Sinha RoyGautam Sinha RoyMotilal Oswal MFMotilal Oswal MF27-Oct-2016
6 golden rules to make your business regulation proof6 golden rules to make your business regulatio..Brijesh DalmiaBrijesh DalmiaDalmia AdvisoryDalmia Advisory26-Oct-2016
3 recommendations on SEBI’s RIA paper – will AMFI take t..3 recommendations on SEBI’s RIA paper – will A..Vijay VenkatramVijay VenkatramWealth ForumWealth Forum24-Oct-2016
GST: great for economy but bad for advisors?GST: great for economy but bad for advisors?WF Saturday SchoolWF Saturday SchoolCurrent ConversationsCurrent Conversations22-Oct-2016
Could 60% of your AuM be at risk without you realizing it?Could 60% of your AuM be at risk without you r..Futurist Edge: Pract..Futurist Edge: Pract..21-Oct-2016
A touching real life story, with very valuable lessonsA touching real life story, with very valuable..Rajesh KrishnamoorthyRajesh KrishnamoorthyI Fast FinancialI Fast Financial20-Oct-2016
Need money? Sirf 2 minute!Need money? Sirf 2 minute!Aditi Kothari DesaiAditi Kothari DesaiDSP BlackrockDSP Blackrock19-Oct-2016
Useful tips on social media content strategy for MFDsUseful tips on social media content strategy f..Jigar ParekhJigar ParekhFounder, AnchorEDGE..Founder, AnchorEDGE..18-Oct-2016
Mukeshbhai’s unique response to the RIA challengeMukeshbhai’s unique response to the RIA challe..Mukesh PatelMukesh PatelKhushi Insurance & I..Khushi Insurance & I..17-Oct-2016
Every distributor – big or small – should utilize this i..Every distributor – big or small – should util..K S RaoK S RaoBirla Sun Life MFBirla Sun Life MF15-Oct-2016
Online platforms discover new client acquisition vehicleOnline platforms discover new client acquisiti..Sanjiv Singhal, Scri..Sanjiv Singhal, Scri..14-Oct-2016
Why are we IFAs wary of platforms?Why are we IFAs wary of platforms?Ashish GoelAshish GoelVista WealthVista Wealth12-Oct-2016
SEBI’s RIA paper is completely anti-investorSEBI’s RIA paper is completely anti-investorVijay VenkatramVijay VenkatramWealth ForumWealth Forum10-Oct-2016
NSE now in your pocket with this powerful new platformNSE now in your pocket with this powerful new..Vijay VenkatramVijay VenkatramWealth ForumWealth Forum06-Oct-2016
Time for commissions to be regulatedTime for commissions to be regulatedS K BagariaS K BagariaMentor - ASK CircleMentor - ASK Circle04-Oct-2016
BIG platforms seize this 40 lakh crore market opportunityBIG platforms seize this 40 lakh crore market..Neeraj Choksi and Sa..Neeraj Choksi and Sa..NJ India and PrudentNJ India and Prudent03-Oct-2016
How do I choose the right platform for me?How do I choose the right platform for me?Platform PointPlatform Point03-Oct-2016
The elephant in the roomThe elephant in the roomSaturday School: Cur..Saturday School: Cur..01-Oct-2016
Indian market is not ready for an RIA modelIndian market is not ready for an RIA modelBrijesh DalmiaBrijesh DalmiaDalmia AdvisoryDalmia Advisory29-Sep-2016
Inflation story: picture abhi baaki haiInflation story: picture abhi baaki haiLakshmi IyerLakshmi IyerKotak MFKotak MF28-Sep-2016
A client funded firm that has emerged champion advisorA client funded firm that has emerged champion..Anup BansalAnup BansalMitraz Financial Ser..Mitraz Financial Ser..28-Sep-2016
The story of Bharat Mehta’s Mission WallThe story of Bharat Mehta’s Mission WallFund Guru: Sell Well..Fund Guru: Sell Well..An SBI MF - WF joint..An SBI MF - WF joint..27-Sep-2016
Could this be a better volatility busting wealth creator?Could this be a better volatility busting weal..Suraj KaeleySuraj KaeleyUTI MFUTI MF27-Sep-2016
We need evidence based, not perception based regulationsWe need evidence based, not perception based r..Dhruv MehtaDhruv MehtaChairman, FIFA Chairman, FIFA 26-Sep-2016
SEBI cracks the whip on RIA registrationSEBI cracks the whip on RIA registrationVijay VenkatramVijay VenkatramWealth ForumWealth Forum24-Sep-2016
Bold new IFA model from North-EastBold new IFA model from North-EastPallav BagariaPallav BagariaBrand New DayBrand New Day23-Sep-2016
Are we guilty of mis-selling these funds?Are we guilty of mis-selling these funds?Leading IFAs from ac..Leading IFAs from ac..22-Sep-2016
Channelize growing investor equity interest hereChannelize growing investor equity interest hereAmar ShahAmar ShahICICI PrudentialICICI Prudential20-Sep-2016
Important advice for IFAs, from IFAsImportant advice for IFAs, from IFAsLeading IFAs from ac..Leading IFAs from ac..19-Sep-2016
Abhishek’s client acquisition strategy gets him 80% conv..Abhishek’s client acquisition strategy gets hi..Abhishek SipaniAbhishek SipaniBlack Swan Wealth Ma..Black Swan Wealth Ma..15-Sep-2016
We are a very distribution driven fund houseWe are a very distribution driven fund houseSwarup MohantySwarup MohantyMirae AssetMirae Asset13-Sep-2016
Wise advice from the father of value investingWise advice from the father of value investingBenjamin GrahamBenjamin GrahamWise AdviceWise Advice12-Sep-2016
Guaranteed loss over 10-year period. Issue oversubscribed.Guaranteed loss over 10-year period. Issue ove..Current ConversationsCurrent Conversations10-Sep-2016
The smartest way to sell goal based plansThe smartest way to sell goal based plansMarketing WizMarketing Wiz09-Sep-2016
In just 2 years from start-up, he’s already No 1 in his..In just 2 years from start-up, he’s already No..P Someshwara RaoP Someshwara RaoMain Bhi Fund GuruMain Bhi Fund Guru08-Sep-2016
We didn’t do anything wrong, but somehow, we lostWe didn’t do anything wrong, but somehow, we l..Wise AdviceWise AdviceThe story of the ris..The story of the ris..04-Sep-2016
Let’s stop selling schemes & start selling solutionsLet’s stop selling schemes & start selling sol..Sunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital02-Sep-2016
Regressive? Maybe. Practical solution? YES!Regressive? Maybe. Practical solution? YES!Aashish SomaiyaaAashish SomaiyaaMotilal OswalMotilal Oswal01-Sep-2016
Rs. 25,000 crore business opportunity starting today Rs. 25,000 crore business opportunity starting..D P SinghD P SinghSBI MFSBI MF31-Aug-2016
Not just SIPs – we also offer HIPs and EIPsNot just SIPs – we also offer HIPs and EIPsG. PradeepkumarG. PradeepkumarUnion KBCUnion KBC30-Aug-2016
Is life planning really different from comprehensive fin..Is life planning really different from compreh..Futurist EdgeFuturist Edge29-Aug-2016
Ranchi IFA aims for Rs. 10,000 crs AuM ND platformRanchi IFA aims for Rs. 10,000 crs AuM ND plat..Lallit TripathiLallit TripathiVedant Asset AdvisorsVedant Asset Advisors25-Aug-2016
Who is a loyal client and how do you attract one?Who is a loyal client and how do you attract o..Brijesh DalmiaBrijesh DalmiaDalmia AdvisoryDalmia Advisory24-Aug-2016
Dipa Karmakar’s lessons for investorsDipa Karmakar’s lessons for investorsRajesh HattangadyRajesh HattangadyThink Financial Plan..Think Financial Plan..23-Aug-2016
Wise Advice from India’s most prominent IFAWise Advice from India’s most prominent IFADhruv MehtaDhruv MehtaChairman FIFAChairman FIFA21-Aug-2016
An exciting new win-win-win-win initiativeAn exciting new win-win-win-win initiativeCurrent ConversationsCurrent Conversations20-Aug-2016
A whole new way of looking at debt fundsA whole new way of looking at debt fundsSunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital19-Aug-2016
Goal based fund leverages little known tax breakGoal based fund leverages little known tax breakRajnish KumarRajnish KumarUTI AMCUTI AMC18-Aug-2016
After SIPs, this should herald the industry’s next growt..After SIPs, this should herald the industry’s..Dinesh KharaDinesh KharaSBI Mutual FundSBI Mutual Fund17-Aug-2016
Second line of business is critical for IFAsSecond line of business is critical for IFAsMotilal OswalMotilal OswalMotilal Oswal Financ..Motilal Oswal Financ..12-Aug-2016
Lower rated bonds are a huge opportunity for the industryLower rated bonds are a huge opportunity for t..Dinesh AhujaDinesh AhujaSBI MFSBI MF11-Aug-2016
Profit booking is a vital part of HNI equity advisoryProfit booking is a vital part of HNI equity a..Lallit TripathiLallit TripathiVedant Asset AdvisorsVedant Asset Advisors10-Aug-2016
Valuation risks outweigh growth tailwindsValuation risks outweigh growth tailwindsVetri SubramaniamVetri SubramaniamInvesco Mutual FundInvesco Mutual Fund09-Aug-2016
From 5 crs to 100 cr AuM in just 2 yearsFrom 5 crs to 100 cr AuM in just 2 yearsKunj Bihari GuptaKunj Bihari GuptaNainath AdvisoryNainath Advisory08-Aug-2016
A simple tool to open your clients’ eyesA simple tool to open your clients’ eyesAkhil ChaturvediAkhil ChaturvediMotilal OswalMotilal Oswal05-Aug-2016
Have you inadvertently given up your service tax exempti..Have you inadvertently given up your service t..Vijay VenkatramVijay VenkatramWealth ForumWealth Forum03-Aug-2016
When do customers actually pay for advice?When do customers actually pay for advice?Fund Guru: Sell Well..Fund Guru: Sell Well..02-Aug-2016
Explaining investment ideas to the Pokemon Go generationExplaining investment ideas to the Pokemon Go..Rajesh HattangadyRajesh HattangadyThiink Financial Pla..Thiink Financial Pla..01-Aug-2016
Time to switch from duration to accrual funds?Time to switch from duration to accrual funds?Lakshmi IyerLakshmi IyerKotak MFKotak MF29-Jul-2016
3 potential solutions to Mr. A K Narayan’s challenge3 potential solutions to Mr. A K Narayan’s cha..MasterMindMasterMindInside an investor's..Inside an investor's..28-Jul-2016
This new tool is reshaping the financial advisory practiceThis new tool is reshaping the financial advis..Futurist Edge: Techn..Futurist Edge: Techn..27-Jul-2016
Steady performer moves into top gearSteady performer moves into top gearAnand RadhakrishnanAnand RadhakrishnanFranklin TempletonFranklin Templeton27-Jul-2016
Here’s how Deepesh creates happy investorsHere’s how Deepesh creates happy investorsDeepesh MehtaDeepesh MehtaGrow WealthGrow Wealth26-Jul-2016
Mumbai IFA creates “too good to be true” productMumbai IFA creates “too good to be true” productApurva MayekarApurva MayekarGenNext Wealth Advis..GenNext Wealth Advis..25-Jul-2016
Change: yes. But what? Your business model or your cust..Change: yes. But what? Your business model or..24-Jul-2016
The new financial game that’s boosting share pricesThe new financial game that’s boosting share p..Saturday School: Cur..Saturday School: Cur..23-Jul-2016
310 cr AuM in a small town called Davangere!310 cr AuM in a small town called Davangere!Ramesh HegdeRamesh Hegde22-Jul-2016
Bounceback champion’s message to IFAsBounceback champion’s message to IFAsSunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital21-Jul-2016
From hero to zero and back to heroFrom hero to zero and back to heroSunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital20-Jul-2016
Should you simply ignore all “AMC calls” on markets and..Should you simply ignore all “AMC calls” on ma..Chintan HariaChintan HariaICICI Prudential AMCICICI Prudential AMC19-Jul-2016
Great insights for IFAs from a world famous cycle-walaGreat insights for IFAs from a world famous cy..Chris ZaneChris ZaneZane CyclesZane Cycles19-Jul-2016
Will Rs. 50,000 crs of MF AuM get frozen now?Will Rs. 50,000 crs of MF AuM get frozen now?Vijay VenkatramVijay VenkatramWealth ForumWealth Forum18-Jul-2016
Neighbour’s envy, owner’s pride!Neighbour’s envy, owner’s pride!Neelesh SuranaNeelesh SuranaMirae AssetMirae Asset14-Jul-2016
3 great marketing ideas to propel your business3 great marketing ideas to propel your businessWealth Forum and Kot..Wealth Forum and Kot..12-Jul-2016
Who is the true Tarakki champion among all IFAs?Who is the true Tarakki champion among all IFAs?Wealth Forum and ICI..Wealth Forum and ICI..11-Jul-2016
And, the wisest advisor in India is....And, the wisest advisor in India is....Wealth Forum and HDF..Wealth Forum and HDF..10-Jul-2016
A very special day at Saturday SchoolA very special day at Saturday SchoolWealth Forum and Bir..Wealth Forum and Bir..09-Jul-2016
7 leading IFAs show the way to Think BIG and achieve BIG7 leading IFAs show the way to Think BIG and a..Wealth Forum and Rel..Wealth Forum and Rel..08-Jul-2016
6 rising stars of the IFA fraternity6 rising stars of the IFA fraternityWealth Forum and SBI..Wealth Forum and SBI..06-Jul-2016
Who is the Distributor of the Year 2016?Who is the Distributor of the Year 2016?Wealth Forum Distrib..Wealth Forum Distrib..05-Jul-2016
Which distributors are the business growth kings in India?Which distributors are the business growth kin..Wealth Forum Busines..Wealth Forum Busines..04-Jul-2016
Which distributors are the retail kings in India?Which distributors are the retail kings in Ind..Wealth Forum Retail..Wealth Forum Retail..03-Jul-2016
The art of managing a successful accrual fundThe art of managing a successful accrual fundRahul BhuskuteRahul Bhuskute20-Jun-2016
Indian TERs are in fact among the lowestIndian TERs are in fact among the lowestFIFAFIFA16-Jun-2016
A day in an IFA’s life in 2020A day in an IFA’s life in 2020Gajendra KothariGajendra KothariEtica WealthEtica Wealth09-Jun-2016
Which AMCs do you have the most confidence in?Which AMCs do you have the most confidence in?08-Jun-2016
Big surprise in advisor confidence scores for credit fundsBig surprise in advisor confidence scores for..07-Jun-2016
26% of IFA assets seen at risk from commission disclosure26% of IFA assets seen at risk from commission..06-Jun-2016
Indian market is not mature enough for credit fundsIndian market is not mature enough for credit..Puneet PalPuneet Pal02-Jun-2016
A platform that truly understands the Indian investorA platform that truly understands the Indian i..Sanjay ShahSanjay ShahPrudent Corporate Ad..Prudent Corporate Ad..30-May-2016
“Small” fund house’s journey to Rs.10,000 crs in equity..“Small” fund house’s journey to Rs.10,000 crs..Aashish SomaiyaaAashish Somaiyaa27-May-2016
Finally, a truly united response to SEBI on commission d..Finally, a truly united response to SEBI on co..Dhurv MehtaDhurv MehtaChairman FIFAChairman FIFA16-May-2016
Do-It-Yourself guide to pick multi baggersDo-It-Yourself guide to pick multi baggersPeter LynchPeter LynchFidelity InvestmentsFidelity Investments08-May-2016
Help your clients unlock over Rs. 2,000 croresHelp your clients unlock over Rs. 2,000 croresHitesh ShahHitesh Shah06-May-2016
Champion IFA shares 6 step process to crack the toughest..Champion IFA shares 6 step process to crack th..Ashish GoelAshish GoelVista WealthVista Wealth04-May-2016
Now, Obama steps into advisor vs distributor debate!Now, Obama steps into advisor vs distributor d..Vijay VenkatramVijay VenkatramWealth ForumWealth Forum01-May-2016
First 5 steps for building an advisory teamFirst 5 steps for building an advisory team29-Apr-2016
Mr. Nathan, you are misrepresenting distributorsMr. Nathan, you are misrepresenting distributorsSunil Jhaveri Sunil Jhaveri MSJ CapitalMSJ Capital26-Apr-2016
Data proves our inability to attract retail saversData proves our inability to attract retail sa..D P SinghD P Singh25-Apr-2016
Should retail investors now avoid corporate bond funds?Should retail investors now avoid corporate bo..Prasant PimplePrasant Pimple21-Apr-2016
Here’s why we didn’t launch a credit fundHere’s why we didn’t launch a credit fundR SivakumarR Sivakumar20-Apr-2016
Lull after self-created stormLull after self-created stormSunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital19-Apr-2016
The remarkable journey of Jennifer MendesThe remarkable journey of Jennifer MendesJennifer MendesJennifer Mendes18-Apr-2016
Wise advice from India's ace financial plannerWise advice from India's ace financial plannerLovaii NavlakhiLovaii NavlakhiInternational Money..International Money..17-Apr-2016
RBI’s move on aggregators is great news for financial ad..RBI’s move on aggregators is great news for fi..12-Apr-2016
Our industry will see segregation between OTC and prescr..Our industry will see segregation between OTC..Dinesh KharaDinesh Khara11-Apr-2016
On time, every time: great lessons for financial advisorsOn time, every time: great lessons for financi..10-Apr-2016
I talk from experience, not merely from hopeI talk from experience, not merely from hopeA K NarayanA K Narayan06-Apr-2016
IFA associations reach out to the PM. What next?IFA associations reach out to the PM. What next?Vijay VenkatramVijay VenkatramWealth ForumWealth Forum05-Apr-2016
Is our resilience costing us our business?Is our resilience costing us our business?Amit BivalkarAmit BivalkarSapient Wealth Advis..Sapient Wealth Advis..04-Apr-2016
Two priceless pieces of wise advice from Sir John Temple..Two priceless pieces of wise advice from Sir J..Sir John TempletonSir John Templeton03-Apr-2016
He’s built a 50 lakh SIP book in Bharuch, aims to double..He’s built a 50 lakh SIP book in Bharuch, aims..Pratik ShahPratik ShahAcute Assurance Serv..Acute Assurance Serv..30-Mar-2016
Open letter to all fellow distributors and advisorsOpen letter to all fellow distributors and adv..Ramesh Chand MalooRamesh Chand Maloo20-Mar-2016
Commission disclosure: the axe has fallen. Now what?Commission disclosure: the axe has fallen. Now..Vijay VenkatramVijay VenkatramWealth ForumWealth Forum19-Mar-2016
Service tax googly for IFA platformsService tax googly for IFA platformsVijay VenkatramVijay VenkatramWealth ForumWealth Forum17-Mar-2016
If you have an urge to merge, check this outIf you have an urge to merge, check this out17-Mar-2016
Accrual funds post JSPL and AmtekAccrual funds post JSPL and AmtekSunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital16-Mar-2016
Will IFAs take this idea forward?Will IFAs take this idea forward?Nilesh ShahNilesh Shah14-Mar-2016
Real life case of Best PAD in actionReal life case of Best PAD in actionRajesh ChhedaRajesh ChhedaFinance FactoryFinance Factory11-Mar-2016
Don't just sign hereDon't just sign hereKailash KulkarniKailash Kulkarni08-Mar-2016
Think of equity as your 3rd childThink of equity as your 3rd childMukesh DedhiaMukesh DedhiaGhalla Bhansali Secu..Ghalla Bhansali Secu..04-Mar-2016
Irrespective of cycles, there are enough opportunities t..Irrespective of cycles, there are enough oppor..Raamdeo AgarwalRaamdeo Agarwal03-Mar-2016
Will the new service tax rule see multiple ARNs mushroom..Will the new service tax rule see multiple ARN..Vijay VenkatramVijay VenkatramWealth ForumWealth Forum01-Mar-2016
Finding a growth model that’s right for YOUFinding a growth model that’s right for YOU25-Feb-2016
Premature redemptions are directly linked to how funds a..Premature redemptions are directly linked to h..Harsh GaulatHarsh GaulatFinEdge AdvisoryFinEdge Advisory24-Feb-2016
Commission disclosure: a better alternativeCommission disclosure: a better alternativeVijay VenkatramVijay VenkatramWealth ForumWealth Forum16-Feb-2016
Conquering the online threat: a great Indian case studyConquering the online threat: a great Indian c..14-Feb-2016
No, you are not selling a mutual fundNo, you are not selling a mutual fund12-Feb-2016
Regulator is making one fatal assumptionRegulator is making one fatal assumptionAshish ModaniAshish ModaniSLA Financial Soluti..SLA Financial Soluti..11-Feb-2016
Keep taking singles, but go for that occasional six too!Keep taking singles, but go for that occasiona..Ashish ChaddhaAshish ChaddhaChaddha InvestmentsChaddha Investments07-Feb-2016
Here’s how every IFA can “own” his territory to drive gr..Here’s how every IFA can “own” his territory t..DhananjayaDhananjayaUltimate Wealth Mana..Ultimate Wealth Mana..05-Feb-2016
Weigh the pros and cons and see for yourselfWeigh the pros and cons and see for yourselfSunil SinghaniaSunil Singhania05-Feb-2016
RIS is the new mantra for retirement planningRIS is the new mantra for retirement planningKiran KaushikKiran Kaushik04-Feb-2016
Now you will understand why earnings are not growingNow you will understand why earnings are not g..Harshad PatwardhanHarshad Patwardhan02-Feb-2016
Doodh ka doodh aur paani ka paaniDoodh ka doodh aur paani ka paaniVijay VenkatramVijay VenkatramWealth ForumWealth Forum29-Jan-2016
Making asset allocation work: a real life case studyMaking asset allocation work: a real life case..Vishal DhawanVishal DhawanPlan Ahead Wealth Ad..Plan Ahead Wealth Ad..28-Jan-2016
4 gems of advice from a retail IFA champion4 gems of advice from a retail IFA championHari KamatHari Kamat24-Jan-2016
Commission disclosure: take the bull by its hornsCommission disclosure: take the bull by its ho..Vijay VenkatramVijay VenkatramWealth ForumWealth Forum22-Jan-2016
Market forecast: an independent expert viewMarket forecast: an independent expert viewPratik VasaPratik Vasa21-Jan-2016
If a plumber can think BIG, so can you!If a plumber can think BIG, so can you!Charlie MullinsCharlie MullinsPimlico PlumbersPimlico Plumbers21-Jan-2016
Buy one – GIVE one freeBuy one – GIVE one freeBlake MycoskieBlake MycoskieTom's ShoesTom's Shoes14-Jan-2016
Lets all talk about only 2 things with investorsLets all talk about only 2 things with investorsSunil JhaveriSunil Jhaveri MSJ Capital MSJ Capital13-Jan-2016
Mirror, mirror on the wall, who’s the fastest of them all?Mirror, mirror on the wall, who’s the fastest..Vijay VenkatramVijay VenkatramWealth ForumWealth Forum12-Jan-2016
Invest lumpsum in duration funds and SIPs in equity fundsInvest lumpsum in duration funds and SIPs in e..S NarenS Naren10-Jan-2016
Srinivasa - The real Fund Guru!Srinivasa - The real Fund Guru!Srinivasa B HSrinivasa B H07-Jan-2016
Implementing a low risk – high return investment strategyImplementing a low risk – high return investme..03-Jan-2016
This time, the industry is getting it rightThis time, the industry is getting it rightSundeep SikkaSundeep Sikka31-Dec-2015
Circumspect CIO turns bullish for 2016Circumspect CIO turns bullish for 2016Anand ShahAnand Shah30-Dec-2015
And the Person of the Year 2015 is......And the Person of the Year 2015 is......Navneet MunotNavneet Munot29-Dec-2015
2 simple messages from a focused fund house2 simple messages from a focused fund houseHarshendu BindalHarshendu Bindal24-Dec-2015
2 crore SIP book in a town of only 70,000 people2 crore SIP book in a town of only 70,000 peoplePratik Patel Pratik Patel Akshar InvestmentsAkshar Investments22-Dec-2015
Wise words from India’s most successful IFAWise words from India’s most successful IFABharat PhatakBharat Phatak20-Dec-2015
In our industry, staying focused is itself differentiati..In our industry, staying focused is itself dif..Aashish SomaiyaaAashish Somaiyaa14-Dec-2015
Guide your business model the way this company didGuide your business model the way this company..Ciba VisionCiba VisionNovartis Group entityNovartis Group entity13-Dec-2015
The man who mastered low risk – high return investingThe man who mastered low risk – high return in..Mohnish PabraiMohnish PabraiPabrai Investment Fu..Pabrai Investment Fu..06-Dec-2015
How will you tell your client that he is being foolish?How will you tell your client that he is being..04-Dec-2015
5 powerful ideas to handle objections successfully5 powerful ideas to handle objections successf..Jigar ParekhJigar ParekhPrudent Empower, Pru..Prudent Empower, Pru..02-Dec-2015
Entering equity funds: easy. Staying put: very difficultEntering equity funds: easy. Staying put: very..Ajay Kumar TharvathAjay Kumar TharvathAllegiance AssociatesAllegiance Associates26-Nov-2015
Indian IFA smashes world record!Indian IFA smashes world record!Pramod SarafPramod SarafSwan FinanceSwan Finance24-Nov-2015
Cracking the toughest part of sellingCracking the toughest part of sellingJigar ParekhJigar ParekhPrudent EmpowerPrudent Empower18-Nov-2015
Are we creating informed investors or confused investors?Are we creating informed investors or confused..S K BagariaS K Bagaria12-Nov-2015
From 0 to 56 crs in only 15 months – and this is just th..From 0 to 56 crs in only 15 months – and this..Nitin Avasthi and Ac..Nitin Avasthi and Ac..Client AlleyClient Alley05-Nov-2015
6 pearls of wisdom from Mumbai’s ace advisor6 pearls of wisdom from Mumbai’s ace advisorSangeeta JhaveriSangeeta JhaveriPrescient Financial..Prescient Financial..04-Nov-2015
Valuable lessons from a cobbler’s sonValuable lessons from a cobbler’s son03-Nov-2015
The “Gujarat model” of distribution developmentThe “Gujarat model” of distribution developmentVijay VenkatramVijay VenkatramWealth ForumWealth Forum03-Nov-2015
The greatest customer service storyThe greatest customer service story02-Nov-2015
Does “main hoon na” always work with your clients?Does “main hoon na” always work with your clie..21-Oct-2015
He made it BIG, despite 1009 rejections!He made it BIG, despite 1009 rejections!19-Oct-2015
Why do we pay so little attention to this crucial functi..Why do we pay so little attention to this cruc..Amit BhosaleAmit Bhosale18-Oct-2015
Sumit Bose report: the whole basis is flawedSumit Bose report: the whole basis is flawedRoopa VenkatakrishnanRoopa VenkatakrishnanDirector FIFADirector FIFA14-Oct-2015
YOUR mobile app to help you compete against savings acco..YOUR mobile app to help you compete against sa..Himanshu VyapakHimanshu Vyapak13-Oct-2015
A marketing solution to the challenge of direct plansA marketing solution to the challenge of direc..05-Oct-2015
Mr IFA: Stop reacting. Start responding.Mr IFA: Stop reacting. Start responding.Jigar ParekhJigar ParekhPrudent CASPrudent CAS02-Oct-2015
Who is going to finally pay this Rs.700 crore bill?Who is going to finally pay this Rs.700 crore..Vijay VenkatramVijay VenkatramWealth ForumWealth Forum14-Sep-2015
6 key implications from the FinMin committee’s report6 key implications from the FinMin committee’s..Vijay VenkatramVijay VenkatramWealth ForumWealth Forum07-Sep-2015
Great sales idea from North-East’s champion IFAGreat sales idea from North-East’s champion IFAPallav BagariaPallav BagariaBrand New DayBrand New Day26-Aug-2015
Sensible strategies for volatile timesSensible strategies for volatile timesSunil JhaveriSunil JhaveriMSJ CapitalMSJ Capital24-Aug-2015
600 crores in client assets in a B-15 location600 crores in client assets in a B-15 locationRajesh DhruvaRajesh DhruvaKeynote ConsultancyKeynote Consultancy10-Aug-2015
Best PAD : the new mantra for asset allocationBest PAD : the new mantra for asset allocation06-Aug-2015
Practical insights from an ace advisorPractical insights from an ace advisorSurya BhatiaSurya BhatiaAsset ManagersAsset Managers16-Jul-2015
This business model is an eye-opener for financial plann..This business model is an eye-opener for finan..Harsh GahlautHarsh GahlautFinEdge AdvisoryFinEdge Advisory12-Jul-2015
Timing or auto-timing: what’s a better solution?Timing or auto-timing: what’s a better solution?Peshotan DastoorPeshotan Dastoor29-Jun-2015
6 year old single advisor firm scales Rs.250 cr AuM6 year old single advisor firm scales Rs.250 c..Vineet NandaVineet NandaSIFT CapitalSIFT Capital22-Jun-2015
Great sales tips from the world’s best selling brandGreat sales tips from the world’s best selling..17-Jun-2015
Use intelligent “newsjacking” to strengthen client commu..Use intelligent “newsjacking” to strengthen cl..15-Jun-2015
60 fold growth in just 4 years: BIG lessons from this ni..60 fold growth in just 4 years: BIG lessons fr..Col Sanjeev GovilaCol Sanjeev GovilaHum Fauji InitiativesHum Fauji Initiatives11-Jun-2015
This platform raises the bar for the industryThis platform raises the bar for the industryVijay VenkatramVijay VenkatramWealth ForumWealth Forum09-Jun-2015
Here’s how to make money in this equity marketHere’s how to make money in this equity marketPratik VasaPratik VasaPortfolio ManagerPortfolio Manager08-Jun-2015
Markets are designed to transfer money from the active t..Markets are designed to transfer money from th..Deepak ChabbriaDeepak ChabbriaAxiom FinancialAxiom Financial03-Jun-2015
Annual cost : US$ 59. Value : ImmenseAnnual cost : US$ 59. Value : ImmenseLovaii NavlakhiLovaii NavlakhiInternational Money..International Money..02-Jun-2015
Radical change in strategy drove 15x growth in last 5 ye..Radical change in strategy drove 15x growth in..D MutukrishnanD MutukrishnanWise Wealth AdvisorsWise Wealth Advisors19-May-2015
Property vs equity funds vs gold : a must read for every..Property vs equity funds vs gold : a must read..Jaydeep KashikarJaydeep KashikarBrainpoint Investmen..Brainpoint Investmen..08-May-2015
300 fold growth in 13 years - by simply being honest 300 fold growth in 13 years - by simply being..30-Apr-2015
Small distributors must be compensated for retail acquis..Small distributors must be compensated for ret..D P SinghD P Singh19-Apr-2015
The third googly for mutual fund distributorsThe third googly for mutual fund distributorsVijay VenkatramVijay Venkatram16-Apr-2015
Mere paas Performance haiMere paas Performance haiJisang YooJisang Yoo08-Apr-2015
Brand tips from a successful young advisorBrand tips from a successful young advisorGajendra KothariGajendra Kothari05-Apr-2015
Commission caps : the good, the bad and the uglyCommission caps : the good, the bad and the uglyVijay VenkatramVijay Venkatram02-Apr-2015
1000 SIPs in Siliguri, and this is just his beginning!1000 SIPs in Siliguri, and this is just his be..Prabin AgarwalPrabin AgarwalFortune SecuritiesFortune Securities19-Mar-2015
The 10-90 route to successful investingThe 10-90 route to successful investingAshish ModaniAshish ModaniSLA Financial Soluti..SLA Financial Soluti..02-Mar-2015
The story of Alka’s signatureThe story of Alka’s signature26-Feb-2015
The story of “Significant Objects”The story of “Significant Objects”17-Feb-2015
From fringe player to mainstream competitor in 2 short y..From fringe player to mainstream competitor in..Aashish SomaiyaaAashish Somaiyaa02-Feb-2015
Give us 4 hours a year, and don’t worry about your finan..Give us 4 hours a year, and don’t worry about..Shyam SundarShyam SundarPeak AlphaPeak Alpha28-Jan-2015
What makes Ramesh Hegde an award winning advisor?What makes Ramesh Hegde an award winning advis..Ramesh HegdeRamesh HegdeHegde Financial Plan..Hegde Financial Plan..18-Jan-2015
Clients obsessed with past performance? Read this.Clients obsessed with past performance? Read t..11-Jan-2015
Is financial planning really the best retail solution?Is financial planning really the best retail s..Ashish GoelAshish GoelVista WealthVista Wealth15-Dec-2014