Financial LiteracyLet's Talk Mutual FundsMutual FundsPersonal FinanceAugust 23, 2023by Monika Halan0Book Review | Business Standard | Let’s Talk Mutual Funds
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Hindustan TimesMarketsMoneyMutual FundsPersonal FinanceRegulationMay 22, 2023by Monika Halan0Tighter regulations will assist investors
A new Sebi consultation paper aims to look after mutual fund investors, reduce charges and save retail investors crores Most headlines about the May 18 consultation paper by the Securities and Exchange Board of India (Sebi) on mutual funds were about the thousands of crores that brokers and asset management companies (AMCs) are...
Consumer RightsExpense AccountFinancial LiteracyHindustan TimesInvestmentsMarketsMoney With MonikaPersonal FinanceRegulationMay 11, 2023by Monika Halan0How to influence finfluencers (in five easy steps)
There are no easy steps in regulating the space. It will need to be a mix of regulatory outreach to regulated entities and investors going beyond fear and greed When finance minister (FM) Nirmala Sitharaman took note of finfluencers in India, saying that many of them are misleading people, the issue festering under the...
Financial LiteracyHindustan TimesInvestmentsMarketsMutual FundsPersonal FinanceRegulationSebiMarch 25, 2023by Monika Halan0Bid to remove tax benefit from debt funds is hasty
There is an uproar in the Indian investing community over the collapsing of the long- and short-term tax status of debt funds, removing the indexation benefit from financial year 2023-24 and the manner in which it was pushed through. There is an uproar in the Indian investing community over the collapsing of the long-...
Financial LiteracyHindustan TimesInvestmentsMarketsMoneyPersonal FinanceRegulationSebiFebruary 19, 2023by Monika Halan0Judicial rush to save investors is misplaced
Investors need protection from fraud, toxic products and mis-selling. Not from volatility. The Supreme Court may consider widening the terms of the panel on investor protection The Supreme Court (SC) has advised the government to set up a committee to review the current investor protection regime in light of the recent crash in the...
Financial LiteracyInvestmentMoneySebiAugust 21, 2022by Monika Halan0Monika Halan is the new chairperson of SEBI’s advisory committee on investor education
SEBI has reconstituted its advisory committee on Investor Protection and Education Fund (IPEF) and appointed Monika Halan as the Chairperson. Monika is noted author, writer, speaker and professor, NISM. The 8-member committee comprises two members from the MF industry – A Balasubramanian, MD and CEO, Aditya Birla Sun Life AMC and Mrin Agarwal, Founder, Finsafe...
InvestmentsRegulationSebiAugust 18, 2022by Monika Halan0Sebi rejigs advisory committee on investor protection education fund
Capital markets regulator Sebi has restructured its advisory committee on Investor Protection and Education Fund (IPEF). The panel is mandated to recommend investor education and protection activities that may be undertaken directly by the markets regulator, or through any other agency, for utilisation of the Sebi Investor Protection and Education Fund. The eight-member committee will...
Personal FinanceJuly 24, 2021by Monika Halan030 years of reform. Report card of the Indian financial sector
This article is part of the series 30 Years After: Review and Renew the Reforms Agenda. At the heart of the complex web of bits and bytes that is the modern financial system is the ability to exchange and transfer capital (money) between various participants in an economy. Borrowers, lenders, investors and entrepreneurs form the...
Consumer RightsExpense AccountFinancial LiteracyInvestmentsMoneyPersonal FinanceApril 13, 2021by Monika Halan2Sebi (not RBI) finds Yes Bank guilty of mis-selling AT1 Bonds to retail investors
Mis-selling by banks has been flagged, caught and proven multiple times in the past decade, but nothing other than half-hearted circulars have emerged from the Reserve Bank of India (RBI). For a regulator, that is also the central bank for a $3 trillion economy, busy with large issues like monetary policy and government debt, the consumer protection...
Financial LiteracyInvestmentsMoneyMutual FundsPersonal FinanceMarch 30, 2021by Monika Halan3Franklin Templeton is now a fund house risk for investors
The Franklin Templeton (FT) story gets worse every few weeks. Reena Zachariah reports in The Economic Times that the fund house is trying to make a domestic capital market regulatory issue into a foreign policy issue for India. She reports that the global and Indian senior management of the fund house has reached out to the India’s...