Blog

Mar
25

Index Futures

What are index futures? An index future is an agreement for the trading of stock for a given future date. It is beneficial in the sense that it gives the investor time to study the market, to see how the stock performs and then decide whether buying or selling it in the future will be most beneficial for them. […]

By rajnishrajpal | Blog
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Feb
22

Portfolio Manager

How to become a portfolio manager? With the market changing at an exponential rate there is a growing need of a person who can manage funds, our investments with the required analysis of the current trends and changing dispositions, leading to the best possible results for your investments. This has given rise to the need […]

By rajnishrajpal | Blog
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Feb
18

Independent Financial Advisor (IFA)

How to become an Independent Financial Advisor (IFA)? Before we understand  “How to become an Independent Financial Advisor(IFA)?” let’s first look at what is an Independent Financial Advisor? Who is an Independent Financial Advisor (IFA)? Independent Financial Advisors (IFA) are experts who advise clients about how to meet their financial goals. Clients can invest in […]

By rajnishrajpal | Blog
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Jan
25

Scope of a financial planner in India.

What is the scope of a Financial Planner in India? In a market overflowing with banks financial services from government endowed investment schemes to mutual funds; each of them claiming to be the right place to put your hard earned money to watch it grow, there is an unprecedented need for appropriate guidance so that […]

By rajnishrajpal | Blog
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Jan
17

What are the challenges of being a Registered Investment Advisor (RIA)?

Fee-Only Investment Advisor or Registered Investment Advisor (RIA) As per the SEBI Investment Advisers Regulations 2013, an Investment Advisor shall act in a fiduciary capacity towards its clients and shall disclose all conflicts of interest as and when they arise. (Ref: www.sebi.gov.in SEBI (Investment Advisers) Regulations 2013) The Investment Advisor needs to be registered with […]

By Neal | Blog
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Jan
17

What are the New Generation Selling Tools for Independent Financial Advisors (IFAs)

Independent Financial Advisors (IFAs) are the SMEs of the Financial Advisory sector. They often have to contend for business with Banks and corporate agents who are pretty aggressive in their marketing. However, the personalized attention these Financial Advisors give to their clients sets them apart. Independent Financial Advisors need to give an examination to distribute […]

By Neal | Blog
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