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G V Iyer of Om Apex - one of Nagpur's and Central India's leading financial advisors speaks his mind on a number of key issues hampering the growth of mutual funds. He also has an interesting insight to share on why a consolidated demat statement - with MFs shown in them - is actually against the client's own interests? New!
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Ajay Laddha of Sumedha Fiscal Services is among the leading advisors in Kolkata. He has clear views on the ideal business model for advisors : work on a trail based model because it aligns your interests with your clients and your AMCs; and embrace technology platforms like the MFSS - because that's the way business will be conducted in the future New!
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From 0 to 350 crs AuM in 5 years flat. Hemant Rustagi thought independently and created his own niche - steps that he believes were critical in making WiseInvest Advisors one of India's leading advisory firms. New!
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Bharat Bhushan is the spokesperson of DFDA - the influential Delhi based IFA association. Bharat offers practical suggestions for some of the key operational issues that advisors and clients face - like agent change process for channel distributors and requirement of bank attestations for bank mandate changes New!
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Janak Shah is a veteran in the funds distribution business in Pune - and among the leading advisors in this city. In an environment where many advisors and distributors are busy diversifying their product offerings to compensate for loss of income, Janak and his partners at Sapient are taking the road less travelled - they have decided to maintain their focus on their core competencies and are looking for volume growth to compensate for lower margins New!
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Vithoba Prabhu set up Apex Wealth Mart - an HNI focused advisory firm - in mid-2007 after a successful stint in ICICI Bank's wealth management business. It has been a difficult journey in a difficult market - but he is already seeing the benefits of doing what is right for the customer....New!
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Sanjay Sondhi of Pegasus Advisory, Delhi is among the leading financial advisors Northern India. Pegasus has a hand in many pies : wealth management for HNIs and trusts, fund distribution for institutions and government agencies and a boutique investment bank that focuses on cross border M&A activity. Juggling multiple lines of business is always a challenge - but Sanjay has a simple motto : effort goes where the money is...New!
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Sanjay Sanghvi of Indus Capital, Pune believes that while the ban on distributor NOC makes life easier for clients to shift to committed players like himself, he is upset that channel distributors have an unfair advantage - which he believes SEBI must address on a priority basis?New!
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Shibu Das - one of Eastern India's leading advisors believes that investors must stop trying to predict where exactly this correction will bottom out and just go ahead and invest. He also believes that the market crash to 8000 and the swift rebound has been the best thing that happened for investors and advisors?.
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Manish Shah of DMS Investment Advisory - one of Ahmedabad's leading advisory firms - has set buy triggers for his clients between 15,300 and 16,000 levels in his favourite equity funds using their trigger options.
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Mukesh Dedhia of Ghalla Bhansali Securities - among the top 100 financial advisors in India - has a strong track record of getting his market calls right. He has exited client positions from equities and has asked them to re-enter at 14,500 levels....
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Roopa Venkatakrishnan, Mumbai, is asking clients to invest into this correction using STPs. She is also a strong believer in gold as a hedge and is now looking at international funds as well, in this downturn.
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Rajeev Chitrabhanu, CEO, JM
Financial, discusses his
2010 business outlook
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Ajay Agarwal of Eastern Financiers discusses his 2010 business outlook.
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Rajiv Bajaj, MD, Bajaj Capital,discusses his 2010 business outlook
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Hrishi Parandekar, CEO Karvy Private Wealth, discusses his 2010 business outlook.
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K. Venkitesh of Geojit BNP Paribas discusses his 2010 business outlook
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V Krishnan of Integrated Enterprises (India) Ltd. discusses his 2010 business outlook.
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Ramesh Bhat is not only one of Chennai's leading IFAs, but is also the guiding force behind IFA Galaxy - an active group of over 600 IFAs from Chennai and various parts of Tamil Nadu. Ramesh Bhat would like more IFA friendly commercials from NSE members to consider the BSE/NSE platforms and is quite happy with the recent SEBI ban on NOCs…..……
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I will create 25,000 first-time MF investors from rural Bengal : While the rest of the industry may fret and fume about lack of penetration, about not being incentivized enough to undertake rural penetration programs and all of that, one man in Kolkata - Pradip Chakraborthy of Right Choice Securities is showing the way to bring first time investors from rural India into the MF industry.
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Apsara Shetty of Relacs Investments is one of Mumbai's leading financial planners. Apsara would rather wait for the AMFI platform than become a sub-broker and expose her client data to the main broker. But, she does see these new trading platforms as a blessing for financial planners ……
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Manoj Shrivastava of Lintas Money, Kanpur is one of UP's leading financial advisors. He believes that advisors will have a distinctive advantage over stock brokers when it comes to mutual funds - yet, he will be taking up terminals from a reputed stock broker ?? |
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Should you take up an NSE terminal or continue business in the present mode? How will this move impact the business models of advisors? What will be the future of fund platforms going forward? Bharat Bagla of Bees Network, Kolkata shares his views.
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Should you take up an NSE terminal? Babu Krishnamurthy of Pelican, Chennai does not think so - despite the significant convenience - and he has his reasons for this .... |
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Which distributor will succeed in the new environment? Wealth Forum’s eminent panellists – Anil Chopra of Bajaj Capital, Neeraj Choksi of NJ India and Srinivas Jain of SBI MF brainstorm and arrive at the 4 mantras for success in the distribution business of tomorrow. |
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Speaking at the Wealth Forum Platinum Circle Advisors Conference, Brijesh Dalmia – Dalmia Advisory, Kolkata gives advisors a prescription on how to become immune to regulatory attacks |
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Speaking at the Wealth Forum Platinum Circle Advisors Conference, Shrikant Bhagavat – Hexagon Capital Advisors, Bangalore – gave advisors a step-by-step guide on moving towards an advisory fee based business model.
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Bharat Bhushan discusses DFDA’s views on industry trends
Bharat Bhushan, Money Options,
Delhi – a spokesperson for the influential
Delhi based IFA group, DFDA – discusses their
views on a wide range of current business issues
confronting the IFA fraternity
7 Oct 09
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Kanak Kumar Jain, Kolkata comes up with a unique fee model
Suskan Consultants has come up with an industry first fee model :
based on number of hours spent on each client and a fixed hourly rate per
advisor and back office staff member
6 Oct 09
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Prudent Corporate Services shows the way for small IFAs
Sanjay Shah has introduced an innovative new fee charging mechanism that has
enthused his 3000+ small IFA sub-brokers. Is this the way forward to solve
the 2nd cheque problem?
24 Sep 09
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Bhadresh Jhaveri, Baroda launches online platform to cut costs
Jhaveri Securities is one of the first few IFAs in India to launch an online platform for their retail clients. Cutting costs to make retail business viable is the only way forward in Bhadreshbhai’s view – charging clients is not the answer
22 Sep 09
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Iqbal Singh, Chandigarh sees huge opportunities for serious advisors
Innovative Consultants – one of Northern India’s leading HNI oriented advisory firms, has moved to an AuM based advisory fee model and has seen significant client acceptance. Iqbal believes that he can now achieve in 2 years the growth he anticipated over the next 5 years.
16 Sep 09
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Anil Khera, Delhi launches an innovative hybrid fee model
Excellent Investments – one of Delhi’s largest advisory firms – has launched multiple fee models – the most innovative one being a low AuM based fee coupled with a profit sharing arrangement above a threshold.
16 Sep 09
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How does Ravi Kohli pick his favourite funds? Which are his top picks?
16 Sep 09
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How does Lovaii Navlakhi pick his favourite funds? Which are his top picks?
10 Sep 09 |
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How does Roopa Venkat pick her favourite funds? Which are her top picks?
8 Sep 09
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How does “Ultimate” Sridharan pick his favourite funds? Which
are his top picks?
4 Sep 09
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Deepak Chhabria, Bangalore favours an AuM based advisory fee,
worried about retail business
Axiom Financial has completed a mapping exercise of their clients on the basis of which advisory fees will be charged – Deepak does not believe a uniform fee structure for all client is a viable option. He worries that small investors may not have access to proper advice in the new environment
4 Sep 09
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How does Shrikant Bhagavat pick his favourite funds? Which are his top picks?
3 Sep 09 |
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Ashish Shah, Ahmedabad believes that charging fees is impractical and undesireable
Oraculo Investments will not be charging advisory fees – Ashishbhai believes that so long as advisors continue to receive upfront and trail commissions from AMCs, they should not charge their clients.
3 Aug 09
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Sapna Narang, Delhi sees new regulation as a positive move, opts for
AuM based advisory fees
Capital League – one of Delhi’s largest HNI focussed advisory firms,
is implementing an AuM based fee model. Sapna believes this will remove conflict of interest, deepen customer commitment and bring in stable annuity
income streams for her firm
1 Aug 09 |
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Roopa Venkat, Mumbai opts for transaction based charges –
feels AuM based fees are unfair
“For clients who have invested a few years ago and where I have already earned upfront and trail commissions all along, how can I now go and ask them to
pay me an AuM based fee on the same investments?” – asks Roopa.
31 Jul 09
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