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72 percent investors willing to pay fee to distributors: FT survey   
Advisors say that though there is still some resistance from investors to pay fee, slowly and steadily clients are realizing the value which advisors bring to the table.
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73 percent of health insurance policies sold through individual agents: ASSOCHAM    IRDA imposes Rs. 1.77 crore fine on Reliance Life   
Equity funds lost close to 40 lakh folios last year    Religare Invesco launches Global Equity Income Fund   
Mutual funds asset dips by 10 percent in March    10 suggestions to close the deal   
Soft Skills for Finance: Books That Inspire    NFOs now open April 17   
DSP BlackRock to launch financial awareness drive for women   
The awareness drive aims to cover 24 cities across the country.
Reliance Mutual Fund discloses group companies investments in its schemes   
The group companies have invested Rs 3,274 crore in Reliance Mutual Fund schemes.
IRDA asks insurers to put a warning in their advertisements   
From February 1, 2014, all insurance companies will carry IRDA’s message in their advertisements.
Insurance agents may get to have multiple tie ups   
Allowing insurance agents to sell multiple insurance products will give a wider choice to investors.
Tarakki Corner
 ‘Our job is similar to that of a doctor’   
They say a doctor’s job is to cure sometimes, relive often but to give comfort always. Our job is similar to that of a doctor, says Bharat P
 How I got my first client   
Achuthan Kutty from Thrissur narrates how he acquired his first client who was a retired superintendent of police (SP).
 From bank relationship managers to financial advisors  
Rajat and Rohini have carved out a niche in serving HNIs, UHNIs and wealthy NRIs.
 ‘IFAs should meet clients regularly and not just when business arises’  
Anil Raj, who turned to financial advisory by giving up his marketing job narrates his journey and secret behind his success.
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Portfolio Manager
You can track mutual fund portfolios of your clients
Meeting Scheduler
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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
With Indian equity markets touching new highs, your clients


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