Weekend Roundup – Feb. 15th 2014

 

 

  • According to SEBI, financial planners can no longer distribute mutual funds or sell any products.  Very few planners have bothered to comply with this norm making their practice illegal: Take note… take care (w.r.t. SEBI RIA Regulations) Only time will tell the fate of those who have not complied with this regulation.
  • You can check the list of Sebi registered investment advisors from here: http://www.sebi.gov.in/sebiweb/home/detail/26311/no/List-of-Registered-Investment-Advisors
  • Although this move is designed to remove conflict of interest, a SEBI registered financial planner is free to transfer the mutual fund distribution business to a relative/friend.
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10 thoughts on “Weekend Roundup – Feb. 15th 2014

  1. Thanks Pattu for this valuable post. Invested recently in Direct Plans of ELSS Funds. Hope to benefit from advice and experience of friends like you all.

  2. Thanks Pattu for this valuable post. Invested recently in Direct Plans of ELSS Funds. Hope to benefit from advice and experience of friends like you all.

  3. Pattu

    Actually Because of you and other members in our fb group My entire family is investing via Direct and it was little tedious at that time to stop everything and start one more time,

    Thanks for enlightening everyone!

  4. Pattu

    Actually Because of you and other members in our fb group My entire family is investing via Direct and it was little tedious at that time to stop everything and start one more time,

    Thanks for enlightening everyone!

  5. Pattu

    Sorry did not complete the last comment

    it was very beneficial for us 🙂 eventhough little tedious to do a start

    Cheers! and Happy investing 🙂

  6. Pattu

    Sorry did not complete the last comment

    it was very beneficial for us 🙂 eventhough little tedious to do a start

    Cheers! and Happy investing 🙂

Comments are closed.