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change
  • December 1 2016
  • Suresh Sadagopan

Riding the change

Times have changed, we keep hearing…times have indeed changed unrecognisably, in the past few years. Virtually every business has been touched and a transformation is underway in many sectors. Technology and the internet are at the heart of this renaissance. The other development is that the regulations are becoming tighter & posing new challenges to […]

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consolidating the gains
  • August 23 2016
  • Suresh Sadagopan

IA Regulation – consolidating the gains

It was a momentous decision by SEBI to bring in the Investment Adviser Regulation in Jan 2013. This regulation was to bring in a new class of fee-only advisers, who will march to a different drumbeat. They will be governed by much higher standards of Education, Experience & Certification. Also the documentation, processes, compliance & […]

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FPGI Regional Meet
  • February 17 2015
  • Admin FPGI

FPGI Regional Meet 2015 – Round up

FPGI had organized Regional meet for its members on January 16’2015 at Mumbai and New Delhi. Guest speakers were invited to share knowledge on topics ranging from Cross border Investments to Philanthropy, from personal credit ratings to succession planning for business persons. Below is the round up of both the sessions. We are grateful to […]

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credit cards
  • December 15 2014
  • Admin FPGI

How to use credit cards and sleep well at night

Dime a dozen – the consumer market is flush with variety of credit cards. It started with Diners Club before Masters/Visa. Diners card was a premium card and then for everything else there was Visa. Credit cards provide easy access to consumers for online shopping, buying petrol/diesel, consumer durables such as TV, refrigerator, air conditioner […]

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  • December 16 2013
  • Admin FPGI

Mutual Funds Are More Tax-efficient than most other investments…

If you, as an individual investor, have an investment that offers the flexibility of investing in equity, debt, gold and their mix in various combinations, seamless shifting between these assets after investing, and high flexibility in terms of amount, time, tenure and method of investment and withdrawal while also being very tax-friendly and efficient – […]

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