Nashik based Mukesh Chothani narrates how his advice helped his client repay a big loan; Gujarat based Narendra Zinzuvadia shows how his recommendation to switch to debt MFs from bank deposits has helped his client earn better post-tax returns. Mukesh… Read more
Acquire more women clients by helping them overcome their fear of finance
A recent study by AVIVA Life insurance reveals that many women have started actively planning their finances. Cafemutual met with two women advisors to find out what it takes to plan for women investors. Nisreen Mamaji, MoneyWorks Financial Advisors I… Read more
Mutual funds getting stronger
Despite the growing significance of mutual funds (MFs) in domestic equities, foreign institutional investors (FIIs) continue to have more influence in deciding the market direction. An analysis of rolling three-month investment by FIIs and MFs shows the benchmark Sensex on… Read more
5 traits of a good equity product
Five important traits of a product to be successful in the long run : (a) Relevance (across market cycles), (b) Genuine differentiation (in terms of Risk-Return-Liquidity matrix), (c) Viability for all stakeholders, (d) Structure that is efficient and (e) Fund… Read more
Deepesh’s 12 tips for success as a financial advisor
Read your bible ( books) well As financial advisers, we do not have a mandatory academic curriculum and hence our success largely depends on experience. But experience comes after few years. But how can you ensure that you do fewer… Read more
Investing in Libya: What you need to know!
1. Could you please give us an overview of the LIA? LIA is Libya’s Sovereign Wealth Fund with a value of around 67 Billion USD distributed between financial securities and direct investments in Africa, Middle East , Europe,USA and Asia…. Read more
Will computers replace humans in equity fund management?
Equity Insights is a joint initiative between Franklin Templeton Investments and Wealth Forum, where we aim to provide 360 degree business, advisory and fund management perspectives on equity investing, to enable advisors and distributors to position equity funds better and… Read more
Think of equity as your 3rd child
Explaining equity to a first time investor Our first task is to help investors understand the fundamentals of equity, in as simple a manner as possible. Getting the foundation right is most important for the rest of the equity journey…. Read more
Fund Focus: DSP BlackRock Equity Fund Buying growth at a premium better than focusing only on valuation
buying growth at a premium is better than focusing only on optically cheap valuations of slow growth businesses, and has realigned the portfolio accordingly. The other aspect that guides his portfolio construction philosophy is to remain well diversified – irrespective… Read more
Market is simple to understand
The equity markets are simple to understand except if you try to use too much intelligence. The markets (internationally) is driven by various factors – macro and micro. The 3 important factors that one speaks of while talking market valuation… Read more