Learnings from Kodaks Failure
How to protect ourselves against – Dragon of Direct Plan.
A couple of months back when I was in Kolkata for a business tour, I came to know that within a week period 4 top-level MFDs lost their clients AUM worth of 5Cr to 10Cr each to Direct Plans. Out of 4, 3 were CFPs. One of the clients was a close relative of one CFP-MFD.
Now one question arises about how many other cases might have happened earlier.… Read the rest
Is Direct Plans are realy Commission Free?
Today I was just going through my twitter account and read one post said 25 Lakh ki Upar Ki Kamaai by investing in Direct Plan with no commission and one question arise in my mind if there is no Commission in direct plan then why ETMONEY and PAYTM are interested in providing services to investors by spending Crs of Rs. in developing apps and advertising.… Read the rest
Are you at the risk of Direct Plans
On 23rd I have attended AMFI Summit 2018 and listen, what I was expecting since last 3 years, from SEBI’s Chairman.
After listening above announcement from SEBI’s chief lots of the distributors were worried about their future what will happens to their business.
I have already highlighted this issue 2 year back on this blog in 2 parts.
HOW TO COMPETE WITH MANUFACTURERS ON THEIR OWN PRODUCT?… Read the rest
History of an Investment & Investment Strategies
What is an investment?
Investment, as the dictionary defines it, is something that is purchased with money that is expected to produce income or profit.
Your education can also be called an investment and many times, it does help you earn a higher income.
There are three types of investments: ownership, lending and cash equivalents.
Investments can also be categorised based on how it is managed as Active Investment & Passive Investment
What is ‘Active management‘
Active management is the use of a human element, such as a single manager, co-managers or a team of managers, to actively manage a fund’s portfolio.… Read the rest
HOW TO COMPETE WITH DIRECT PLANS?
Last week we have read an article titled “HOW TO COMPETE WITH MANUFACTURERS ON THEIR OWN PRODUCT? Part – 1″
I would like to elaborate on the topic as part – 2 and show if IFA thinks, then nothing is impossible. You just have to think out of the box. If you really want a solution then read till the last line and think over it.
… Read the restHOW TO COMPETE WITH MANUFACTURERS ON THEIR OWN PRODUCT?
Nowadays on social media, a big debating is going on that Is in concerned with an article published in a business paper. I am not supporting that publication but I would definitely like to Spotlight on another side of the coin..
If you see another side of the coin is that our main frustrating topic is Direct Plans. Direct plans are cheaper by .8 to 1.25% so the Direct Plan would be a better performer than Regular Plans.… Read the rest
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