Posted by: Uma Shashikant on Sun, Aug 3rd, 2014

Debt Funds and FMPs- What Now? Part 2- Why Tax Can't ...

This is the full story. There is no real tax arbitrage in a debt fund any more.  SWP or STP, the tax is all the same as long as holding period is less than 36 months. 

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Posted by: Uma Shashikant on Mon, Jul 28th, 2014

Debt Funds and FMPs - What Happens Now?...

After the amendment to the Finance Bill, debt funds redeemed after July 10 will be subject to new tax rules. What are the choices for investors in FMPs and debt funds?&

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Posted by: Amit Trivedi and Uma Shashi... on Fri, Jul 19th, 2013

Carnage in Liquid Funds Explained...

The RBI's measures to halt rupee depreciation led to a steep rise in short term market rates. NAVs of liquid funds fell sharply. This was a shock as it is generally pre

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Posted by: Uma Shashikant on Sat, May 5th, 2012

Nurturing Financial Advisors - Part 3 - Don't oversim...

The onus of recommending the right product should be on the advisor who should earn the trail commission, while the agent earns a small token commission for his limited

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Posted by: Uma Shashikant on Fri, May 4th, 2012

Nurturing Financial Advisors - Part 2 - Why Variable ...

Reputational capital in advisory business can be built only when assets under advice are evaluated by investors for performance.  This can be fostered only if advi

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Posted by: Uma Shashikant on Mon, Mar 14th, 2011

MFs Focus on Retailing ST Debt Funds...

The mutual fund industry is currently aggressively offering open-ended short term debt funds to retail investors  -  a belated but welcome development.  The default choice of most in

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Posted by: Uma Shashikant on Wed, Jan 5th, 2011

Why Short Term Debt Funds Now?...

The heightened levels of short term interest rates, leading to an inverted corporate bond yield curve has made decisions tough for investors in short term debt funds. It was expected that the liqui

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Posted by: Uma Shashikant on Tue, Sep 21st, 2010

MF Returns: May 2010 CA Exam Question...

The following question had been asked in the CA examination in May 2010 (Management Accounting and Financial Analysis [old syllabus] - question 2[b] on mutual funds).

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Posted by: Uma Shashikant on Mon, Sep 20th, 2010

Mutual Funds: Fee-based Selling Alone Won't Do...

Many seem to think that fee-based advisory is the only way to do financial product distribution. I argue the need to allow a range of services, in the interest of growth and expansion of the busine

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Posted by: Uma Shashikant on Thu, Jul 29th, 2010

NFO and MF Expenses - Gazette Notification of 29 July...

The Gazette Notification bringing about amendments to the SEBI (Mu

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