A recent research report by AMFI and CRISIL Intelligence reveals that MFDs/RIAs create long term investors for the MF industry compared to direct plan platforms.

Kolkata MFD CA Vinita Kejriwal of Vinsan Financial Services recently won the prestigious Sanjeevani Shakti Award.

Bengaluru MFD group Growth Seekers founded by Srikanth Matrubai of Srikavi Finserve will organize ‘Wealth of Wisdom by Women of Wealth’, a day-long event where women experts will share business growth ...

Axis Mutual Fund has launched Axis Nifty500 Value 50 ETF. The underlying benchmark of the scheme will be Nifty500 Value 50 TRI. The scheme is designed for the investors with targeted exposure to the ...

AIF provides a compelling option to investors looking to invest in private markets (such as private credit) under a regulatory framework.

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Also, the new SEBI Chairman, Tuhin Kanta Pandey feels that laws and regulations are better enforced through voluntary compliance.

Client engagement can help MFDs retain existing clients and increase wallet share from the existing clients. Wylth, an independent wealth-tech facilitator, in partnership with Cafemutual, has ...

SEBI and the Association of Portfolio Managers in India (APMI) have launched an online portal called Portal for Alerts and ...

80% of MF AUM held by women is in regular plans in March 2024. However, the proportion of women investments through regular plan has decreased from 86% in March 2019. The SIP AUM from women investors ...

Axis Mutual Fund along with the National Institute of Securities Markets (NISM) will formally launch the “Unnati” program—a specialized, initiative designed to create a Day 1 job-ready talent pipeline ...

Many MFDs simply look at fund manager performance based on the underlying benchmark to evaluate performance of a fund. However, MFDs should look at how the fund manager has performed both in an ...