Fintso Innovations: Next Gen Operations & Servicing For Platform-as-a-Service
Technology has most definitely played a critical role in the deepening of financial markets and making it accessible to each one of us. Similarly, it has…
True Wealth is Peace of Mind: Going Beyond Investment Needs – Health Insurance
In the present environment, one of the things that has been at the top of everyone’s mind is the fragility of financial security – a loss…
IFAs Are Now a Dwindling Resource: How Can They Pull Themselves Together?
57% fall in IFA registrations in November 2019 as compared to the corresponding month of 2018. [1] Regulatory changes in TER structure, a shift in the…
Who Owns The Client, The Financial Advisor or The Product Manufacturer?
Advisor/distributor: Acquires clients, understands their requirements and financials, assesses asset class, completes due diligence like KYC, suggests risk base products/schemes, monitors and realigns portfolio.…
Financial Advisors vs. Robo Advisory: A Deep Study
Algorithm-based predictive financial advisory services are taking India by storm. FinTech organizations offer several financial services through their Robo Advisors. Pre-fed data via surveys and information…
How do Financial Advisors Tackle Volatile Markets?
‘Past performance is no guarantee of future results’ - Investing during volatile markets feels like a roller-coaster ride that never-ending. As financial advisors, investors look to…
Are Financial Advisors Worth the Cost?
Do we know what we need? An ET Wealth study involving 22 financial planners & wealth managers tracked the changes in goals of average Indian Families…
A New Phase of Growth in The Indian Mutual Fund Industry
Reimagining Core Customer Experience In a circular released on November 5, SEBI has revived Aadhaar-based eKYC for mutual funds. In previous avatars, Aadhaar-based e-KYC holders were…
Mutual Fund Companies Need to Focus on Underprivileged Areas
The growth of the financial planning software India is promising, but India will need to multiply its investor base by five times to reach 10 crore investors.…
Financial Advisors are Shying Away from Selling Mutual Funds
From scrapping upfront fees to a cut in equity fund’s ER, the Mutual Fund Industry’s efforts to benefit investors has become an impediment to the growth of IFA’s.…