Direct Plans

All Season Investment Strategy BLTP Direct Plans Downside Protection Financial Literacy Financial Planning Investment Strategy LockDownReading SIP / STP / SWP Think Out Of The Box Uncategorized Value Investing

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

AMFISUMMIT'S 2018 Challenges to MF Distributors Direct Plans Think Out Of The Box

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

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

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