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BLTP Financial Literacy Financial Planning Investment Strategy Retirement Uncategorized

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Wish You All

Happy and Prosperous New Year

Welcome 2018

Let us all take a new year resolution on this new year day that “We all will learn and educate others about Financial Literacy by which we will have a Happy & Prosperous living in our life”

To support

Financial Education Week (FEW) is an independent, not-for-profit national initiative, we have started this Financial Literacy Mission a little contribution from our side.… Read the rest

BLTP Business Growth Direct Plans Financial Planning Investment Strategy Retirement SIP / STP / SWP Uncategorized

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

BLTP Business Growth Direct Plans Investment Strategy Robo-Advosory Think Out Of The Box Uncategorized

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 rest
BLTP Business Growth Challenges to MF Distributors Direct Plans Financial Planning Investment Strategy SIP / STP / SWP

HOW 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

Challenges to MF Distributors

Why we can’t generate long term investors?

Equity MF holding period under 2 years for 50% investors news from business standard Mumbai Mar 17, 2015 10:45 PM

When I ask people to invest in Mutual Funds, the immediate response that I listen was “Equity Market is Risky and they are not interested for Investing in #EquityMarket”. “Equity? I have never said anything about Equity Market?” It’s all good marketing of course.… Read the rest

Uncategorized

Why Market is not getting corrected.

gujproverb

The proverb from Gujarati is most appropriate for present market scenario.

The main reason behind the market not getting corrected is the liquidity. Main participant in the market is MF and MF is having #SIP Book of ₹ 5500 crs monthly which is to be invested in the market every month. Thus Liquidity in MF is root cause for the market not getting corrected and other fundamentals of the market is not supporting the market to grow up more.

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Feedback on RIA's Consultation Paper

MF Distributor’s Feedback on RIA’s Consultation Paper

After changing “Name of entity / person / intermediary/ Organization*”and “Advisor Name” with your name and “ARN-xxxxxx” with your ARN No.

Email this draft to:
sebiria@sebi.gov.in
Before 4th Nov. 2016 

Email SUB: Feedback on RIA’s Consultation Paper

Dear sir \ Madam

I have gone through your RIA Consultation Paper and found The objective of the consultation paper is to specify uniform standards across all the intermediaries/persons engaged in providing investment advisory services irrespective of whether such activity is incidental to their primary activity or not and to address the gaps or overlaps in legal or regulatory standards.… Read the rest

Feedback on RIA's Consultation Paper

Investor Feedback on RIA’s Consultation Paper

After changing “Name of entity / person / intermediary/ Organization*”and “Investors Name” with your name.

Copy and Email this draft to:
sebiria@sebi.gov.in
Before 4th Nov. 2016

Email SUB: Feedback on RIA’s Consultation Paper

Dear sir \ Madam

I have gone through your RIA Consultation Paper and found it is the best move to protect the Investor’s interest as an investor I have noticed, even though every aspect is kept in mind to protect investor, something is left which may hurts and not good from Investor’s angle which I want to highlight and hope that it will be implemented in the final draft of the paper

By referring point No.Read the rest

Challenges to MF Distributors

Challenges to MF Distributors – 1

As on today market scenario where distributors are still struggling to face the Direct Plans [Direct Channel] or DIY Model [Do IT Yourself] One more directive from the authority has announced Discloser of Commission from coming months.

challanges4life

Rather than falling in to the fear of commission Disclosers and thinking negative about the future be prepared for the new challenges before it hurts you.… Read the rest

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