7 Sayings of Sant Kabir on Role of Advisors in Investor’s Life

Majority of the investors take wrong investment decisions as they have incomplete knowledge, go by herd mentality or are driven purely by emotions & market sentiments. Investors need an advisor who will handhold them throughout the journey of investments. Here is an amazing article by Vinayak Sapre emphasizing Role of Advisors in an Investor’s Life using Sayings of Sant Kabir (Dohas).

Published on Sep 18, 2017 - Tags:

Financial Plan with Solutions of a Real Life Case Study

We all know and truly believe, no matter what, there is always a way out. Steven Fernandes’s book “There is always a financial solution” captures real life case studies of people in various stages of life and how they have navigated it. Here is one case study from the book. Do share your views on the case study in comment section.

Published on Sep 08, 2017

How to Estimate Equity Mutual Fund Returns?

Markets all time High… Is this the right time to invest? This is an common question faced by financial advisors. how do you estimate the same? Here is an insightful article written by our colominst Amit Trivedi on How to estimate Equity Mutual Funds Returns with few concepts which could help advisors in managing clients portfolio.

Published on Aug 29, 2017 - Tags:

Impact of GST on Financial Advisors

Arvind Rao is a founder of Arvind Rao & Associates. He is a Certified Financial Planner & a Chartered Accountant based out of Mumbai. Arvind’s firm specializes in Tax management, Total Financial Management & Corporate Trainings.Change is not pleasant, but change is constant. One such change which came to us was GST. Arvind Rao shares his thoughts and gives us clarity on how GST is going to impact financial advisors / mutual fund distributors and what has to be done for it.

Published on Jul 28, 2017 - Tags:

8 Tenets of Financial Life Planning

Tejal Gandhi has been using money quotient and it has helped her immensely in doing a holistic job of life planning. In keeping with the theme of ThinkTank which is “Ideas you can implement” we carry a preview from money quotient with feedback from a user this week by Ms. Tejal Gandhi, CEO & Founder, Money Matters is one of the Licensees of Money Quotient tools in India.

Published on Jul 21, 2017 - Tags: ,

How to handle Legacy Holdings of Client Portfolios?

Dealing with customer behavior is perhaps what makes us humans very different from Robo-advisors. The biases mentioned here are sure to ring a bell and remind you of a situation. Read on to know more emotional phenomenon to investments and financial planning by Joydeep Sen, Managing Partner, Sen & Apte Consulting Services LLP.

Published on Jul 13, 2017

Estimation of Debt Fund Returns

Is there a better way to estimating the future returns from debt funds? Well, if we understand how the investments work, there is a scientific way to estimation. Read on to article by NFP Thinktank columnist Amit Trivedi share his views on estimating debt fund returns with few easy formula’s which could help you in managing your clients investments.

Published on Jun 29, 2017 - Tags: , , , , , ,

Markets And Performance Cycles Invariably… Do Valuations Matters At All?

When equity market is at this valuations, perennial question most of the advisor has is to invest or not to invest. Mr. Madhusudan is Head of Product Strategy at Principal PNB AMC Pvt Ltd shares his thoughts as to what he thinks about this situation. The insight prompts fiduciaries and financial advisors to exhibit prudence in the factoring higher current valuations in the overall exposure to equities and especially mid-cap stocks in client portfolios and implications for investors – The Winning Trifecta!!

Published on Jun 27, 2017

Summary of SEBI Consultation Paper to RIA Regulations – June 22

SEBI released yet another consultation paper on proposed amendments to RIA Regulations (The Paper is published below after these highlights) . SEBI for sure now wants both RIAs and MFDs to exist in the market and serve different kinds of investors. But want clear segregation between both. Below are some of the highlights from the paper for your quick understanding.

Published on Jun 23, 2017

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