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23 Results Found
  • Quiz financial advisors to zero in on the right investment guide Aug 28, 2020 08:56 AM IST

    Quiz financial advisors to zero in on the right investment guide

    The more you know your advisor, the better it is for you

  • Future Wise podcast | Beware financial advisers! Reskill, or robots could take your job Dec 11, 2019 05:48 PM IST

    Future Wise podcast | Beware financial advisers! Reskill, or robots could take your job

    Moneycontrol's M Saraswathy talks to R Venkataraman, Managing Director, IIFL Securities to get an understanding of how to become a successful financial advisor.

  • Opinion | How financial advisors should deal with client behaviour in a bear market Nov 27, 2018 10:44 AM IST

    Opinion | How financial advisors should deal with client behaviour in a bear market

    Clients sometimes hold the financial advisor accountable for decisions he had not advised or taken, but merely facilitated for a fee. The fee was being used as a weapon of taunt.

  • Financial advice from an elder sister to a younger sibling Mar 08, 2018 03:09 PM IST

    Financial advice from an elder sister to a younger sibling

    The following article is an initiative of HDFC Life and is intended to create awareness among the users.

  • Meeting a financial planner for first time? Here is a checklist Feb 08, 2017 01:33 PM IST

    Meeting a financial planner for first time? Here is a checklist

    Visiting a financial planner, for the first time, is not something that is easily achieved.

  • How to choose a financial advisor? Nov 24, 2016 04:53 PM IST

    How to choose a financial advisor?

    The extent of value addition that an expert advisor adds to a client‘s financial life goes beyond just suggesting investments towards various financial goals.

  • Financial Advisor Awards: Honouring financial advisors in India Jul 04, 2016 04:06 PM IST

    Financial Advisor Awards: Honouring financial advisors in India

    In today's financial landscape where investors face turbulent market conditions, the role of a financial advisor has become extremely critical. UTI Mutual Fund and CNBC-TV18 come together to honour and facilitate these individuals and institutions that work behind the scenes to ensure wealth creation.

  • Long-term investors should wait for better prices to enter: Pros Apr 26, 2016 04:46 PM IST

    Long-term investors should wait for better prices to enter: Pros

    Market expert, Anand Tandon, says longer-terms investors need to book profits and wait for better price to enter the market again.

  • Financial Advisor Awards: The journey so far Dec 28, 2015 06:48 PM IST

    Financial Advisor Awards: The journey so far

    Financial Advisor Awards are one of India‘s most prominent award ceremonies that celebrate the efforts of financial advisors across the country.

  • GOQii raises $13.4 mn from NEA, others Nov 27, 2015 10:25 AM IST

    GOQii raises $13.4 mn from NEA, others

    The Series A funding also saw participation from Great Wall Club (GWC), DSG Consumer Partners, Ilkka Paananen (CEO & Co-founder of Finnish gaming startup Supercell) and angel investor Pravin Gandhi, GOQii said in a statement.

  • Australia mine proj: Adani, Standard Chartered severe ties Aug 11, 2015 02:00 PM IST

    Australia mine proj: Adani, Standard Chartered severe ties

    The development puts the Carmichael coal mine project in Queensland into further doubt. Commonwealth Bank, Australia's largest lender, quit its role as financial adviser last week.

  • What defines a good financial advisor? Jun 22, 2015 08:15 PM IST

    What defines a good financial advisor?

    Check the qualifications of the advisor, the quality of service, the time spent, his confidence, his approach to the planning process and his level of frankness when dealing with your finances. Do reference checks.

  • Why MF dividend gets reinvested instead of reaching you Apr 13, 2015 01:44 PM IST

    Why MF dividend gets reinvested instead of reaching you

    In some cases the dividend announced on an investment in mutual fund does not comply with the norm of minimum dividend amount, which can be paid out. Hence even if one chooses to invest in dividend payout option, the dividend is reinvested in the same scheme.

  • Tax: Losing out on short term capital assets Apr 10, 2015 07:46 PM IST

    Tax: Losing out on short term capital assets

    Long term capital gains are more tax-friendly - in listed equity there is no tax on it where as in case of bonds and property, one can enjoy indexation benefit.

  • Five traits of a poor financial advisor Apr 09, 2015 05:14 PM IST

    Five traits of a poor financial advisor

    If you come across these traits while dealing with an advisor, it is the time to search for a new one.

  • Don't give up on gold, time to stay put Mar 31, 2015 12:32 PM IST

    Don't give up on gold, time to stay put

    Commodities such as gold typically have long cycles, unlike equity or debt where there may be quick rallies and correction. One must stay put in gold when there is nothing happening so that he benefits when there is a sudden jump in gold prices.

  • Taxability of pension receipts puts burden on retirees Mar 30, 2015 10:57 AM IST

    Taxability of pension receipts puts burden on retirees

    Pension is added to the other income of the recipient and there is not much that can be done to reduce the tax liability.

  • Financial Advisor Forum: Platform to devise growth strategy Feb 14, 2014 07:51 PM IST

    Financial Advisor Forum: Platform to devise growth strategy

    This forum at New Delhi is actually a part of the four city tour. Financial Advisor Forum is a unique platform for mutual fund advisors to engage with industry experts to thrash out and develop a strategy for growth.

  • Reliance Vision Fund: Inconsistent player, don't invest now Nov 08, 2013 05:22 PM IST

    Reliance Vision Fund: Inconsistent player, don't invest now

    Arnav Pandya recommends on not investing in the fund due to inconsistent performance.

  • Mirae Asset Emerging Bluechip: Good for midcap exposure Oct 25, 2013 02:27 PM IST

    Mirae Asset Emerging Bluechip: Good for midcap exposure

    Financial Advisor Arnav Pandya recommends investing in the fund for investors looking for an exposure to midcaps.

  • SBI Contra Fund: Not consistent; look for better options Oct 18, 2013 04:55 PM IST

    SBI Contra Fund: Not consistent; look for better options

    Financial Advisor Arnav Pandya Pandya recommends not investing in the fund right now as it has been inconsistent. But, the fund has a long-term view over several years.

  • Here's how to take leave travel benefits in a correct way Jun 03, 2013 03:36 PM IST

    Here's how to take leave travel benefits in a correct way

    One point that is important as far as the overall tax benefit is concerned is that the tax benefit is available for the individual who is salaried and is also extended to his family who is travelling with him.

  • How to select a financial advisor? Lovaii Navlakhi explains Oct 26, 2012 01:37 PM IST

    How to select a financial advisor? Lovaii Navlakhi explains

    Lovaii Navlakhi of International Money Matters spoke to CNBC-TV18 about his views on selecting a fund manager.

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