Marketing of financial services and products is probably the most regulated field in India. Despite this, potential customers regularly get convinced about buying investment products which are inconsistent with their needs and future plans. In this article, I will...
Surrogate Advertising Where one product or service is marketed with the intention of promoting/ marketing a product or service different from the one being marketed. Often this is done because it is illegal to propagate or promote a particular product for example –...
From time to time people write in to me looking to get associated in some way. Most of them are looking for jobs in the financial services space. This is unusual as I don’t have any academic background in finance. What I have is a very keen interest in this area. My...
Analysts or investment advisers are experts or at the least understand the markets a little more, given that they spend a lot of time reading and researching about stocks. People often rely on their advice, hoping that they have the most accurate information about the...
What exactly should you be concerned about before diving into a business, either to buy or to operate as your own? What do you have to do to run a fund house? A brokerage firm? A small scale manufacturing unit? Or, a service oriented business? Equally important is to...
Even before you begin to get interested in buying a business or asset, there is a series of checks which you should perform. Often, companies engage legal and consulting firms to conduct basic due diligence on target companies and their management. Not only is this...
