Creating Portfolios that Make a Difference
> “You don’t have to be a genius or a visionary or a college graduate to be successful. You just need a framework and a…
DIY Investing May Lead to an Unhealthy Portfolio During the Current Pandemic: Here’s Why
In financial decisions, the two most common steps to look out for are Emotions and Information asymmetry. These are precisely the reasons that for the majority…
Adapting to Change – 5 Ways Technology can Boost Financial Advisory
Financial planning is a forward-thinking goal-based collaborative process and as advisors, you are expected to assist clients across a spectrum of financial needs. Holistic financial planning…
How Financial Advisors can Leverage Fintso’s Analytical Capabilities
With increasing digital adoption by clients, there is an increasing need for advisors to adopt technology to enhance their advisory capabilities. Data is the new superpower,…
Choosing an Advisor – How Technology Will Drive This Decision?
In this charged environment of Covid-19, investors need to be tech-savvy and personally quite invested. This involvement in financial planning has led to a shift in…
4 Reasons Why Manufacturers and Vertical Aggregators Still Need IFAs
India is expected to be the fourth largest private wealth market globally by 2028. - Global Wealth Migration Review India benefits from a large cross-utilization of…
How do we get around Security Issues using DevSecOps?
As they say, a strong fortress needs a strong foundation. Making a robust platform, with data security at its core, requires us to ensure that every…
How is Financial Advisory Coping with These Tough Times?
With experience, you can access, predict and judge a lot of financial situations, crises and conditions. But some situations are beyond our predictions, come unannounced and…
How is Working From Home Affecting an IFA’s Business?
Does working from home affect an IFA's business? Advisors are the heart of the wealth management industry in India. Their ability to serve growing…
My Business, My Brand
The one business and I can say the only business in the world that adds revenue by others’ performance is that of Wealth Management/Advisory or…
Optimizing the Fixed Income Portfolio: Bharat Bond ETF
The Fixed Income landscape at present The perception on fixed income mutual funds being a safer asset class was misplaced, with the unfolding of the IL…
Optimizing the Fixed Income Portfolio - Floating Rate Savings Bond (FRSB) 2020
Unlike traditional bonds, interest rates for which are fixed at the time of issuance, interest rate on floating rate bonds are pegged to a benchmark rate…