Investing in Small Caps: Turning Regulatory Changes into Opportunity
The Change Seeking to diversify underlying investments in multi-cap funds, the capital market regulator (SEBI) issued a circular on September 11, 2020 [https://www.sebi.gov.…
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,…
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…
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…
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.…