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  4 reasons why IFAs may want to engage with this fund house
In the course of a candid conversation, Ravi Menon outlines four reasons why IFAs may want to consider engaging with HSBC AMC.

Get ready for the next retail powerhouse
Suresh Soni takes us through the building blocks that he and his team have carefully put in place in the last 18 months, which will drive growth and retail expansion as the company prepares for the big league in the years ahead.

  Promote SIP + SWP as lifelong solutions
Speaking on the occasion of SBI MF completing 30 years of wealth creation, Anuradha Rao looks back at how the fund industry and investor expectations have evolved over the years and what lies ahead of us as investor expectations continually evolve.

SIPs are a remarkable success story for the industry, but the next wave of growth can be unleashed if we promote SIP + SWP as lifelong solutions and make mutual funds relevant for every stage of the investor’s life, including post retirement, she says.


5 drivers that can make this your biggest year yet
Kailash strikes a very optimistic note in this video where he spells out why he believes FY17-18 can be your biggest year yet. Here are 5 factors he believes will drive huge investor demand for mutual funds this fiscal

  Don’t just think of doubling – plan for 10x growth in investor base
The industry which currently serves 2 crore unique investors, deserves to grow to a 20 crore investor base, says Bala. Technology is going to be a key enabler in providing enhanced market access. Distributors must intelligently adopt technology to enhance their reach by 10x and participate fully in the growth wave

3 specific opportunities for distributors from this Budget
Nilesh Shah outlines 3 specific opportunities for distributors from this Budget and asks you to share just one message to investors on the power of equity markets.

  Will this data now make you re-think your strategy?
Late last month, we carried an interview with Aashish where he discussed the merits of a focused investing approach and also shared some of his concerns on over-diversifying with diversified equity funds. Some advisors expressed doubts on whether indeed holding 6-8 diversified equity funds meant tending towards market returns, as Aashish suggested.

Distributors will continue to contribute 80% of industry flows
Surge in long term SIPs and the resurgence of the IFA channel are two key highlights of 2016 that Sunil believes augurs well for 2017 and beyond. Demonetization presents a Rs. 2 lakh crore opportunity for the MF industry, which distributors must put their attention to in right earnest, he believes.

  Every advisor should rethink his fund selection strategy
There is an important aspect Aashish asks you to consider in your fund selection strategy: are your clients’ interests best served with a portfolio of 7-8 diversified equity funds, which collectively pretty much own the market? Or are their interests better served with an optimal combination to high alpha focused funds and low cost beta generating index funds?

Not just SIPs – we also offer HIPs and EIPs
Responsible investing is a core philosophy that drives Union KBC MF. So, while every fund house propagates saving tax as a key benefit in ELSS funds, Union KBC reminds investors about the service we as citizens offer to our country as tax payers, even as we look for legitimate ways to save tax.

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