How to Pitch Child Education Goals in an Emotional Way

   

08 Nov 2025
Read More

Smart Re-Engagement Scripts for Mutual Fund Distributors to Revive Relationships

Smart Re-Engagement Scripts for Mutual Fund Distributors to Revive Relationships

04 Nov 2025
Read More

7 ways mfds can expand Insurance advisory post-GST Abolition

22 Sep 2025
Read More

Where Should MFDs Invest to Sustain Growth in Future Earnings?

 

06 Sep 2025
Read More

Why Waiting for a Market Correction Could Cost Your Clients More

Waiting for the market to correct? Your clients might miss out on greater returns: start their SIP now and let time work its magic! & ...

10 Sep 2024
Read More

Latest Trends in the Mutual Fund Industry

Delve into the resilient trend of the Mutual Fund Industry in October 2023, defying global challenges.      

22 Nov 2023
Read More

Key Insights from AMFI Data Revealing Significant Changes in the Mutual Fund Industry Period - Aug’23

In the dynamic world of mutual funds, the data for Aug’ 2023 by AMFI India showcases some remarkable trends and milestones. Here are t ...

15 Sep 2023
Read More

The top 10 AMC of last quarter resume their position

The latest AMFI data shows that in Apr-Jun ’23 quarter all top 10 AMC as per average asset under management(AAUM) of last quarter have ...

07 Jul 2023
Read More

Regulatory Updates

1. Revision in timelines for redemption pay - outs from equity schemes To make our capital markets robust, fast and efficient, the Securi ...

16 Feb 2023
Read More

What is the difference between Multi cap and Flexi cap Mutual Funds?

The Securities and Exchange Board of India (SEBI) issued a product categorisation circular in Oct 2017 that came into effect in June 20 ...

11 Feb 2022
Read More

Mutual Fund Industry Trends

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Source: www.amfiin ...

18 May 2023
Read More

Monetary Policy Highlights

The bi-monthly RBI Monetary Policy was announced on June 4 with the central bank deciding to hold key interest rates. The repo rate st ...

05 Jun 2021
Read More

The falling markets and your investments – what to do?

During the last one month you must have noticed that equity markets have been going down. Large cap index is down about 6-8% from their all ...

29 Sep 2018
Read More

Re-launched Income Tax E-Filing Portal

To make the ITR (income tax return) filing convenient for taxpayers, the CBDT (Central Board of Direct Taxes) revamped the old tax filing po ...

09 Jun 2021
Read More

Equity funds Rule, Liquid Funds Impacted

Monthly AMFI data is always interesting to analyse in hindsight.Here are some interesting data points from the data for the month of May 202 ...

10 Jun 2021
Read More

Covid linked personal loans

Covid linked personal loans To address the needs of Covid patients, Banks are introducing special personal loans to help patients tide ov ...

14 Jun 2021
Read More

Changes in the NPS

The PFRDA through a gazette notification has introduced changes to the NPS scheme ✅ The maximum age of entry into the National Pension ...

16 Jun 2021
Read More

SEBI Board Meeting announcements

SEBI Board Meeting announcements ✅Amendment to mutual fund rules requires AMCs to invest in NFOs based on risk level ✅ Current rul ...

30 Jun 2021
Read More

Linking Aadhaar with PAN deadline approaches

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

07 Sep 2021
Read More

Minor as a Nominee in Mutual Funds - A Process Note

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

07 Nov 2022
Read More

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

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

24 May 2022
Read More