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News and articles to keep you informed and updated.
Investment advisory is a great profession to be in. It holds tremendous potential if you keep the following things in mind. 1. Integ ...
My observations on SEBI’s press release proposing amendments to Investment Advisor regulations: (1) India is not ready for such ext ...
Being an IFA myself, I have been closely watching the developments in the industry in the recent past. I am putting down my thoughts on some ...
A recent committee report on mutual fund cost and remuneration talks about decreasing trail and eventually stopping it after a few years. Wh ...
With so much buzz around technology and innovations in our industry, it is but natural for IFAs to feel that if they don’t plunge head ...
What are the key success factors that enable some IFAs to leave the rest of the pack far behind and build large and successful businesses? H ...
Equity markets are scaling new highs, interest rates are falling, mutual fund inflows are swelling, investor folio count is growing – ...
AMFI’s proposal on an all trail commission model to replace the upfront + trail model has created a flutter within the distribution fr ...
The straight talking Brijesh Dalmia, who has never minced words when discussing distribution practices that need to be reviewed, strengthene ...
Imagine this. A one day international cricket match is going on. The team batting 2nd has to chase 280 runs. They are 20 for 2 after 6 overs ...
Resilience and conviction pays – not just for investors, but also for distributors. Brijesh says distributors who stuck to MF distribu ...
Its a little over a year that direct plans have been in existence. Some fund experts believe that direct plans may result in the IFA communi ...
Distributors often say that they get several buy calls from fund houses, but rarely an exit call. Some may argue that exit calls are the dom ...
In this edition of Straight Talk, Brijesh takes up a very important aspect : obsession with selling performance. It’s the easiest thin ...
Brijesh’s latest dose of Straight Talk deals with 8 myths that many advisors and distributors believe in, which only come in the way o ...
Brijesh is back with another dose of Straight Talk, where he tackles another tricky issue head-on. Clients ask for high returns and low risk ...
In the inaugural article of this new column called Straight Talk, Brijesh Dalmia – one of Eastern India’s most successful adviso ...
Brijesh Dalmia is not only one of Eastern India’s most successful advisors, but is an active IFA trainer and coach, having conducted s ...
Brijesh is one of the best placed in the business to give a perspective on what IFAs need to do to succeed in the changing environment. He i ...
