Suraj Kaeley , CFP

This blog is the third article of the four-part blog series that I am doing on constructing and reviewing equity mutual fund portfolios. In Part 1: Active vs Passive Funds: Where should you invest?, we discussed the merits and demerits of investing in index funds. In Part 2: How to leverage SEBI Product Categorisation to

This is the second blog in a four-part series that I am writing on the subject of constructing and reviewing your equity mutual fund portfolios. In Part 1: “Active vs Passive Funds: Where should you invest?”, we discussed index funds in great detail. In this blog, we turn our attention to actively managed equity funds.

SEBI recently announced a modification in the investment norms for Multi Cap Funds. As a result, there is an expectation that small and mid caps stocks could rally as AMCs would need to forcibly buy significant amounts of mid and small cap stocks. Let me start by giving you a quick background that can help

There is a big debate raging currently on Passive vs Active Investing. The supporters for Passive investing believe that creating a portfolio of index funds is the way forward. The key arguments being low costs and that there are few fund active fund managers who are able to beat the indices! The supporters of active

Let me start with a confession! I have headed Sales & Marketing with large mutual fund organisations in India and every single day of my job has been to make individuals and institutions buy mutual fund products. So, when one of my close friends asked me to write a blog on this subject, I was

In this blog, I would like to share the reasons why most people fail to accomplish their long-term financial goals and what you should be doing to ensure that this does not happen to you. What does a long term financial goal mean? This is not a trick question. In my view, any goal that

Equities are the best bet in the long run! I have lived my entire career with this belief and every time I have been tested, I have completely ignored anything that would challenge this belief. Whether it was the scams of the 1990s or the dotcom bubble of 2000, I believed in staying invested all

Passive Income is defined as the income that you derive from your investments. These investments include rental income, interest earned on your deposits, dividend income from stocks or income from any other investment. Generally the belief is that you only need passive income to meet your expenses post Retirement. In this blog, I would like