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What's New
AMCs can now offer 3 year upfront commission up to 1 percent in SIPs   
While some fund houses are said to have already started the new incentive structure in SIPs, most other AMCs are likely to start from August.
 More News
Uniform KYC to be a reality soon    Shriram AMC introduces Any Day SIP facility for investors   
‘The e-commerce space will have few winners and many losers’    IDFC MF’s fixed income fund manager Anupam Joshi quits   
‘Both distribution and advisory models have their own merits’    ‘The e-commerce space will have few winners and many losers’   
No plan to scrap upfront commission: IRDAI    NFOs now open July 29   
RBI surprises market, cuts repo rate ahead of its policy review    
RBI has cut repo rate by 25 basis points to 7.75%.
83 percent Indian investors willing to pay a nominal fee for advice, DSP BlackRock study   
Also, majority of investors who invested through financial intermediaries are highly satisfied with the service they get.
AMFI asks AMCs to withdraw dividend reinvestment option in ELSS    
The dividend re-invested in ELSS is locked-in for three years which is creating confusion among investors.
60 percent investors choose schemes regardless of AMC name or size   
A Neilsen study on mutual funds shows that majority of investors choose schemes that suit their investments requirements, irrespective of brand name and AMC size.
Tarakki Corner
 His first office was a tabela, today he has 125 cr AUM   
From starting with a tabela (stable) to renting an upscale office with a team of 13 in Borivali, Paresh has come a long way with sheer deter
 Providing financial planning services free of cost is his USP  
R. R. Kannan has written over 300 plans for his clients for which he has not charged a single penny yet.
 ‘My clients consider me as their family member’   
Ranjit Dani, Founder and Director of Think Consultants talks to Cafemutual about his journey in the financial advisory and his success mantr
 ‘My client bought a flat out of appreciation in just a single share’  
Bhushan Mahajan, owner of Arthbodh Shares and Investments and Founding Member of Pune Independent Financial Advisors Association talks to Ca
Applications & Tools
Portfolio Manager
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Meeting Scheduler
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Allows you to calculate your returns if you had gone for a SIP/SWP/STP
Fund Vs. Fund
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Personalized Returns
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Fund Performance
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Fund Filter
Allows you to choose funds on the basis of your criteria
Opinion Poll
Are Robo Advisors a threat to traditional financial advisors ?

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