SEBI Chairman Ajay Tyagi’s address at the 25th Annual General Meeting of AMFI was insightful and straight forward. At the outset, he complimented the mutual fund industry for having weathered the storm (of the coronavirus pandemic) well, which demonstrated the robustness of regulatory framework and the maturity of the industry. Highlighting the remarkable growth of…

Although the track record of a mutual fund scheme speaks for itself, rarely, it suggests anything about the future. As you may be aware, the investor community across the globe has always focused on a host of financial factors to evaluate the attractiveness of a company. However, doesn’t it boost your confidence if you know…

Life is uncertain. The on-going Coronavirus or COVID-19 pandemic has proved this old saying dead right. The deadly pathogen has made no discrimination between rich and poor. What if a mutual fund advisor passes away during the pandemic situation or otherwise? Who will look after the client’s investments? These might sound like odd questions, but…

You would appreciate that trust is one of the most important factors in any relationship. Similarly, when investors approach financial advisors to build wealth and accomplish financial goals, effectively, they are looking for a ‘Financial Guardian’, who is a symbol of Trust and Respect. This, in turn, empowers investors to take a calculated risk with…

You must have operated remotely from home, attended client queries and patiently addressed their concerns during the COVID-19 lockdown.  But now that India is unlocking in a phased manner (Unlock 1.0), it is time to gear up and be prepared. COVID-19 will be with us for quite some time (maybe a year or more). India’s…

It is quite intriguing that whenever mutual fund schemes perform well, fund houses attribute the success to their investing prowess but whenever something goes wrong, they point at unforeseen challenges. This is bizarre and improper because asset management companies and fund managers are also supposed to deal with challenges in play and limit the downside…

Uncertain equity market conditions test investors’ patience. In addition, Foreign Portfolio Investors (FPIs) seem worried and have either been dumping Indian equities or turning cautious. Though the case is similar for domestic mutual funds, they, however, have been binging and buying, recognising the value-buying opportunities in the sharply corrected market. As far as investors are…

The entire world, as you know, is in a damage-saving mode. When it comes to handling your clients’ hard-earned money your approach should be no different: Are you keeping track of investors’ portfolio during the on-going Coronavirus or COVID-19 global pandemic? Swing into action in the interest of their financial wellbeing. It is possible that…

The entire world is in damage-saving mode. Coronavirus or COVID-19 pandemic has turned the world upside down. At the beginning of the year 2020, nobody would have thought that we were going to face such a catastrophic event just within a few weeks. India reported its first COVID-19 case on January 30th 2020, and since…