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How to ask referrals naturally   
A research note published by Advisor Group gives suggestions on how advisors can overcome any hesitations about asking referrals.
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India has the sixth largest billionaire population    Kotak Mutual Fund to buy schemes of PineBridge Mutual Fund   
Sundeep Sikka reappointed as AMFI chairman    CCI rejects plea against bancassurance model   
IRDA asks insurers to expedite claim settlement of Jammu and Kashmir flood victims    It’s raining new equity fund launches   
Interesting facets of Emerging Markets - 2    NFOs now open September 19   
523 delegates attend Cafemutual Confluence 2014   
Participants walk away with fresh insights and knowledge.
Life and general insurers to grow at 10 percent and 14 percent respectively in FY 15: ICRA   
An ICRA research says that private insurers will increase their footprint and give stiff competition to their public counterparts.
Mutual fund industry adds 1.28 lakh equity folios in August: SEBI   
Inflows in existing funds coupled with lower redemptions and new fund launches helped the industry add 1.28 lakh folios in equity funds in August.
MF Utility opens subscription for mutual fund distributors   
The platform is waiting SEBI’s nod for a formal launch.
Tarakki Corner
 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.
 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
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
With the rush of new equity fund launches, what are you recommending your clients?

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