Fiinfra
Fiinfra
Fiinfra
  • HOME
  • ABOUT
  • FEATURES
  • CONTACT
  • SUBSCRIBE/RENEW
  • Login
MENU CLOSE back  

Category Archives: Mutual Funds

How to diversify client portfolios effectively

By adminClient Management Financial Planning Mutual Funds

The main idea behind diversification is to incorporate different investments whose earnings don’t progress together with varied market situations in order to ensure that a fall in the revenues from one category of assets is guarded by an increase in another, thus reducing the impact on the portfolio returns as a whole. As diversification is…

May 22, 2019
Details

4 Money Steps Advisors should Recommend their Clients for FY20

By adminClient Management Financial Markets Financial Planning Mutual Funds

Generally, financial advisors review their clients’ investment portfolio 1-2 times in a year. April or the beginning of the new financial year is the ideal time to assess their portfolio and make any changes if required. Here are 5 things you must ask your clients to do: Submit Form 15G, 15H The TDS limit for…

April 25, 2019
Details

How should Advisors Help Clients Plan for their Children’s Future

By adminClient Management Mutual Funds

Financial advisors are proficient in developing the ideal investment portfolio for their clients to help them achieve their goals. However, when it comes to financial planning for their children, they have to start telling clients to take the right steps before the baby arrives so that they have sufficient funds for all their needs.  …

April 18, 2019
Details

4 steps to help your clients attain financial independence

By adminClient Management Mutual Funds

Financial independence signifies a condition where a person has adequate resources to take care of his or her expenses and realize monetary objectives as well. However, there are times when your clients might say that their salary is not sufficient to meet monthly outlays; how will they be financially self-reliant? As their financial advisor, you…

April 18, 2019
Details

4 Mutual Fund Risks your Clients Should Know

By adminClient Management Mutual Funds

Financial advisors educate their clients about risks associated with market volatility, interest rate and credit risk etc. But they should also keep in mind that although mutual funds are a popular investment choice, there are certain risks connected to them. As an advisor, you must alert clients about these risks.   The first risk related…

April 18, 2019
Details
12
Prev page
Categories
  • Careers (1)
  • CEO's desk (Monthly newsletter) (1)
  • Client Management (40)
  • Distributors (25)
  • Financial Markets (9)
  • Financial Planning (10)
  • Mutual Funds (15)
  • OFA (10)
  • Practice Management (47)
Archives
  • March 2021 (1)
  • February 2021 (2)
  • January 2021 (2)
  • November 2020 (1)
  • October 2020 (1)
  • September 2020 (1)
  • August 2020 (1)
  • July 2020 (1)
  • June 2020 (3)
  • May 2020 (4)
  • April 2020 (3)
  • March 2020 (4)
  • February 2020 (5)
  • January 2020 (4)
  • December 2019 (3)
  • June 2019 (6)
  • May 2019 (4)
  • April 2019 (20)

    COMPANY

    • HOME
    • ABOUT
    • FEATURES
    • CONTACT
    • SUBSCRIBE/RENEW
    • Login
    main Menu

    OTHERS

  • Privacy Policy
  • Career
  • Blogs

CONTACT INFO

Seagull House,2nd floor, Plot No.2,Shivaji Colony, Andheri, Kurl Road
Chakhla (Near WEH Metro Stop), Andheri (E) Mumbai - 400 099

  022 4222 4333

  Sales Executive:022 6817 7400

  Customer Executive:022 6103 0304

As per the government regulation for the current pandemic we are Working from Home (WFH), due to which you might face issues in connecting with our team, for demo request/new subscription or to know more about the platform kindly reach out to Mr. Rahul Singh on +91 9022508857.

For any service related queries, kindly raise a QMS from your app or reach your dedicated RM on their mobile phones.

  info@fiinfra.in

Copyright © 2019 FIINFRA. All Rights Reserved.

  • HOME
  • ABOUT
  • FEATURES
  • CONTACT
  • SUBSCRIBE/RENEW
  • Login
×

User Login

Forgot Password?

FREE TRIAL

I permit FIINFRA to Call, Email or SMS(Promotional/Transactional) me in the normal course of business transactions.
Enter OTP
THANK YOU!

Your details have been submitted succesfully!

Change User Password


Request A Demo