Anurag Kesarwani transformed his financial portfolio by surrendering half of his insurance policies and investing in four direct mutual fund schemes through a registered investment advisor. He aims to save on commissions and better plan for his family’s future financial goals.
5 min read4 Dec 2024The Sebi whole-time member said such fees should not be subject to Sebi caps, adding that there would not be any requirement to offer such products through a different entity, as Sebi had contemplated earlier.
2 min read9 Oct 2024Investment advisers oppose Sebi’s plan to limit their scope, arguing it would hinder comprehensive financial planning and mean the end of their profession.They suggest disclosures for unregulated services instead, insisting they be allowed to advise on financial products such as wills and loans.
4 min read20 Aug 2024Zerodha’s Nithin Kamath said that the Indian equity market faces one of its biggest challenges: the country’s lack of an advisory ecosystem. He said that as the market grows, the number of advisors has to grow exponentially to help new investors.
1 min read7 Aug 2024Securities Exchange Board of India recently cracked down on an investment advisor and imposed penalty amounting to ₹25 lakh for a series of offences including the sharing of fake testimonials and reviews on website to woo prospective clients.
3 min read17 Jul 2024While Sebi has clearly directed financial advisory firms and finfluencers to operate separately, well-known finfluencer Sharan Hegde’s advisory business is walking a thin line around rules regulating ads by financial advisors.
7 min read10 Jul 2024A financial professional can help you reach your investment goals faster and more efficiently, whether you choose to invest passively or are focused on building a more active portfolio.
2 min read20 Jan 2023A good investment advisor doesn’t usually try to push a financial product. They try to understand your financial needs instead
3 min read22 Apr 2022The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared