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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: Uma Shashikant on Mon, May 20th, 2013

Regulatory Arbitrage...

Regulatory arbitrage occurs when two sets of rules of regulations create a loophole that can be exploited without violating either law. Market players cleverly use such

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Posted by: Uma Shashikant on Mon, Aug 20th, 2012

SEBI (Investment Advisors) Regulations, 2012 - A Revi...

SEBI (Investment Advisors) Regulations 2012 have been approved by its Board on August 16, 2012. The SEBI press release on Board meeting decisions provides some highlights of these regulations. What

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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 Thu, May 3rd, 2012

Nurturing Financial Advisors - Part 1 - Defining thei...

A financial advisor  provides strategic and tactical advice to a household to manage its balance sheet efficiently. This function cannot be oversimplified to mean

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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 Fri, Oct 1st, 2010

Ensuring Liquidity in the Portfolio...

I have begun to write a column in Business Standard from today called "Capita

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