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How to get referrals through LinkedIn   
A research note published by Advisor Group shows how advisors can get referrals through LinkedIn.
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Fund houses start focusing on retail investors    Nikhil Johri quits BNP Paribas Mutual Fund   
Bonus and dividend announcements come under SEBI scanner    25 proven ideas to grow your business through referrals   
Can PPF beat Sensex returns over 20-year period?    Have you got an edge over the markets?   
Does closing a scheme for new money pay off?    NFOs now open September 1   
Insurers cheer 26 to 49 move   
Experts expect growth in other key sectors like manufacturing, infrastructure and increase in limit of section 80 C to give a fillip to insurance industry.
A satisfactory budget: MF honchos    
Here’s what the industry officials have to say about the Union Budget 2014.
Equity funds see a record Rs. 7,309 crore net inflows in June   
Gross sales of equity schemes clocked Rs. 12,072 crore in June.
SRO decision making process was fair and transparent: SEBI to SAT   
SEBI has given its justification as to why it granted in-principle approval to IMFI as SRO.
Tarakki Corner
 How Mumbai based advisor Pawan Mehar is taking on direct plans  
Pawan Mehar’s business was severely affected after the introduction of direct plans. His assets under advisory fell from Rs. 750 crore to Rs
 Truly an MF distribution veteran  
Not only is Suresh Kakani the first mutual fund distributor of Indore, he has played a key role in making mutual funds popular in his state.
 Ex-AMC professional Amit Bivalkar built AUM of Rs. 750 crore in five years!  
Amit Bivalkar who has worked with DSPBR, AIG and Fidelity got the idea of starting his financial advisory practice during the market crash o
 ‘I was drawn to financial planning due to my own family’s experience’   
Gavin was the first runner-up at the PlanPlus Global Financial Planning Awards 2013 (Asia Region). Read on to find out more about his inspi
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Portfolio Manager
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Meeting Scheduler
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Scheme Fact Sheet
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SIP Calculator
Allows you to calculate your returns if you had gone for a SIP/SWP/STP
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Personalized Returns
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Fund Performance
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Fund Filter
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Opinion Poll
What will be the impact of the recent changes to taxation of debt funds?



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