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Jaideep Bhattacharya quits Baroda Pioneer AMC   
Jaideep had joined Baroda Pioneer in July 2012.
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Some tax relief for debt fund investors    Advantages of keeping a select client base   
IRDA slaps Rs. 5 lakh fine on Sahara India Life    Profits of top 10 life insurers grow by 5 percent in FY 2013-14   
3 fresh ideas to create impressive video content    Why must every financial advisor have a website?   
India has over 1.17 lakh ultra HNIs    NFOs now open July 25   
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
 ‘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.
 Prateek manages Rs. 90 crore in the small town of Bhilai   
A professional approach and helping victims of mis-selling helped Prateek to grow his business.
 From a relationship manager to a successful financial advisor   
Vanitha has acquired 125 clients within a year of setting up her practice in Bangalore. Read on to find out her recipe for success.
 ‘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
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
The rise in 80 C investment limit will

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