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What's New
Direct collections explode   
While agents contribute 80 percent of new business premium under individual policies in FY 2013-14, online distribution channel registers exponential growth.
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Transacting in mutual funds being made easier    L&T Mutual Fund launches a Facebook app to spread MF awareness   
SAT adjourns SRO hearing again    Life insurers to charge fees to incorporate changes in nomination details   
ICICI Pru Dynamic Plan - not a fund for return chasers    Insurance penetration drops for the fourth consecutive year   
SEBI chief lauds MF industry    NFOs now open January 28   
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
 ‘While probing clients, advisors need to talk less to improve their listening skills’  
Lisa Kirchenbauer, founder of Omega Wealth Management, a financial planning firm based in Washington D.C., speaks to Cafemutual on the sidel
 ‘A financial planner has to help create a meaningful life rather than an affluent life’  
Zankhana Shah, Founder of Money Care Financial Planning talks to Cafemutual about her journey into financial planning and her approach towar
 Celebral Palsy could not deter Amit Thakker from making it big in advisory profession  
Despite having to struggle moving and communicating, Mumbai’s Amit Thakker has worked his way to success by taking up mutual fund advisory.
 ‘Ethics, knowledge and listening skills are essential to excel in financial advisory’  
Sandra Mews talks to Cafemutual about her journey and what it takes to make it big in the advisory space.
Applications & Tools
Portfolio Manager
You can track mutual fund portfolios of your clients
Meeting Scheduler
This tool helps you ensure that your meetings are productive
Scheme Fact Sheet
The fact sheet will give all details of your mutual fund schemes
SIP Calculator
Allows you to calculate your returns if you had gone for a SIP/SWP/STP
Fund Vs. Fund
Allows you to compare between funds on the basis of risk, past performance, expense ratio and fund ranking
Personalized Returns
Find out the returns on your fund for any period of your choice
Fund Performance
Shows you the returns of all the schemes as per your specification.
Fund Filter
Allows you to choose funds on the basis of your criteria
 
Opinion Poll
Will MF retirement funds prove be a game changer for the industry?

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