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IRDAI to reduce first year commission of life agents/intermediaries to 20% ‘PMS
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Odisha MFD acquires clients through storytelling Pune MFD composes another song
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MFDs who give their clients ‘Misleading Information se Azaadi’ This ND
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‘Focus on retirement AUM can build long term business for MFDs’ ‘Hybrid life,
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strength of a professional fund manager’ ‘All the noise about floating rate
funds has faded now’ ‘If the market corrects by 10-15%, increase allocation to
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Debt ki Pathshala
How to select the right balanced advantage fund? BAF manages asset allocation
dynamically with an aim to reduce volatility Equity savings scheme: A
tax-efficient fund for conservative investors Why banking and PSU fund makes
sense The right formula to build a robust debt portfolio

Client Management
5 tips to involve your children in mutual fund distribution Learnings from
India’s two top SIP MFDs MF units transfer: Practical problems and their
resolutions for MFDs 3 cost effective ways to promote SIP drive A step-by-step
guide to client engagement

Insurance News
The transformational decade 2010-2020 ManipalCigna Health launches a health
insurance coverage calculator HDFC ERGO extends 25% discount on own damage
premium if car is driven less than 10,000 km in a year Banks can have tie-ups
with 9 insurers, IMFs can have 6 tie ups: IRDAI No plans to disclose commission
of agents on a policy document as of now: IRDAI Individual agents dominate life
insurance distribution business
Success Stories
Get inspired by peers who have succeeded by overcoming various challenges.
India’s largest SIP distributors share their top two business learnings How
these MFDs build monthly SIP book of over Rs.1 crore From MF distribution as a
side business to Rs.500 crore empire: A journey of Anand MFD Nikhil Thakkar
Patna MFD acquires over 300 clients in 10 months Chamber of Commerce and
Industries felicitates MFD Meenakshi Sikchi
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ETF Research Desk August 2022 Index Funds Research Desk August 2022
Understanding ‘active side’ of passive funds Cafemutual launches Passives
research desk — a one stop news and research platform for index funds and ETFs
ETF Research Desk July 2022
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With debt yields back on track, which category of debt funds you are likely to
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Short term – Overnight, liquid and ultra short

All season – Corporate bond fund and banking and PSU fund

Long term – Gilt and target maturity funds


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