Inflation proof your income and investments in Retirement
Financial Independence, Retire Early (FIRE) is a movement of people devoted to a program of extreme savings and investment that aims to allow them to retire much earlier than what traditional retirement plans would permit. It is a financial movement defined by frugality, extreme savings and investment. By saving up to 70% of their annual […]
Financial Independence Retire Early – The Indian Way Read More »
The month of March has a special place in investments. There is heightened investment activity due to the last minute rush to “save taxes”. Any product that offers tax benefits is in big demand and the investment flows peak across investment products. The big gainers of these flows are generally equity linked saving schemes, Life Insurance,
Enhance your post tax returns by investing in March! Read More »
2021 was a very good year for the Indian and global stock markets. This generated a lot of investor interest which resulted in strong inflows in the capital markets. The Mutual Fund industry too witnessed a slew of New Fund Offerings (NFOs). There were over 100 open ended funds launched in 2021 which collected a
NFOs that caught our attention in 2021 Read More »
This is my first blog of 2021. I realise that I have not written for almost a year! It may take you just 3 minutes to read this blog, but I believe it is one of the most important one that I have ever written. Welcome to a new concept in SIP investing, “Forever SIP”.
The powerful impact of a Forever SIP! Read More »
This blog is the fourth and final article of the four-part series that I am writing 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
How to construct an equity fund portfolio that can beat the markets? Read More »
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.
How to leverage SEBI Product Categorisation to your advantage? Read More »
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
Will the SEBI circular on multi cap funds lead to a rally in small cap stocks? Read More »
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
Active vs Passive Funds: Where should you invest? Read More »
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
When should you redeem your Mutual Funds? Read More »
