I heard a few things – and since I hear many things in many such summits – I don’t always understand what it means. Just understanding that I do not understand. Our chief said that there is concentration risk – the top 7 fund houses hold 70% of the assets. Does that not happen in […]

When you talk to fund managers (or any stake holder in the Mf industry) they talk of the following words: a) Corporate Governance b) Investor education c) spreading to smaller towns d) creating greater skills in the distributors and the latest one I heard is having more women in the full chain. Seriously, there are […]

Ajay Tyagi the Chief of SEBI said some interesting things at the MF Summit 2018 organised by AMFI. Let me summarize some of the things that I made note of…and some from my memory: Mutual funds are an important constituent of India – and have helped the country He said the earlier speakers have spoken […]

You attend any Mutual fund gathering these days, they are gung ho about how the industry is going to double in the next 2/3/5 years depending on whom you ask. Let me tell you what I think can go wrong: One banker told me “during demonetization we got just too much cash, so we had […]

About 10-11 years ago I started www.subramoney.com and I made it a point to write one page a day. I still strive too (but the next 15 days is going to be tough!). I realized that my writing would neither make me rich nor famous. There was no business model. There is no business model […]