Investing after 45: 5 smart ways to balance safety, growth and retirement planning
Planning your finances after 45 is less about playing it safe and more about playing it smart. With…
How Rs 10,000 SIP can grow to Rs 8 crore? Experts explain portfolio strategy, inflation impact
Retirement planning has moved to the centre of personal finance as rising inflation and longer life expectancy make…
Small habits, smart hacks: 10X growth playbook for MFDs
At the Cafemutual Ideas Fest 2026 held recently at Taj Santacruz, Nishant Patnaik, Associate Editor of Cafemutual, delivered…
The women clients who have left their mark on the industry’s top MFDs
Good MFDs change their clients’ lives. But sometimes it works the other way too. Cafemutual spoke to some…
How AI Could Wreck Your 401(k)
Artificial intelligence: boom, bubble or bust? Probably a mix of all three. Whatever comes of it, it increases…
Balancing life, money, and retirement: Mid-50s essential checklist
Nishith Vasavada, 50, is a travel entrepreneur with a background in aviation and corporate travel. His wife, Yuga…
What Dutch Pension Reforms Mean for Swap, Bond Markets
The Netherlands is overhauling its pensions to adapt to an aging population and a labor market where people…
Experts Warn 86% of High-Risk Retirees Fail Vital Diversification Test Raising Serious Financial Concerns
Igor Suka / Getty Images Experts warn that retirees who seek safety in bonds and cash may be…
Dutch Pension Overhaul Risks Creating ‘Basis Trap’ for Banks
Dutch pension funds are expected to unwind interest-rate swap trades as they move to a new investing model,…
‘I’m feeling out of my depth.’ I have $20M in assets and pay about $126K a year in fees. But the managers haven’t changed my asset allocation. Am I getting ripped off?
Question: “I have assets under management of approximately $20 million. I’m paying a ‘platform fee’ of 45 basis…
‘I’m feeling out of my depth.’ I have $20M in assets and pay about $126K a year in fees. But the managers haven’t changed my asset allocation. Am I getting ripped off?
Question: “I have assets under management of approximately $20 million. I’m paying a ‘platform fee’ of 45 basis…
‘Multi-asset allocation funds simplify the entire asset allocation process of MFDs/RIAs’
As the CSO of one of the youngest AMCs in the Indian MF industry, how do you view…