Tag: pan card

9

Mutual funds: How to invest…?

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Well depends on whom you listen to! There are many options about how to invest in a mutual fund. Let us see some of the broad options: 1. Online or                                                                                                     2. Offline The options in offline are – a) You go to a mutual fund house branch, fill the form and rest assured that things […]

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3

Monkey and the crocodile: Agents selling story

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In almost all trainings – whether it is a relationship managers training or a independent financial analyst’s training, one complaint comes through very loudly. It goes like this: “I have a client who invests 5 a month in a mutual fund regularly. However I am under tremendous pressure to sell him a unit linked plan […]

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