Trying to simplify finance, does it work?
These days there are so many finance influencers on YouTube, authors of personal finance books, and online and in-person courses on...
top of page
Search
Investment solution for US and Canadian NRIs
Mutual funds, AIFs etc. are not tax-efficient solutions for the USA and Canada-based NRIs. There are more straightforward options to...
WACC, the most debatable topic in Finance
Any asset can be valued by discounting its future cash flow via a discount rate. This discount rate is called the weighted average cost...
Investing in Mutual Funds
There are hundreds of schemes across different categories of mutual funds. It is hard for an investor to identify which scheme is better....
Approach: A Conservative Advisor
Over the last decade, I had an opportunity to interact with a variety of people. Working with individuals is unique, each person has...
Knowing the expectations treadmill trap
Just like a treadmill, if you continue to increase the speed, at one stage you either push the ‘emergency stop’ button or you may fall....
What is inflation?
In simple terms, you could have purchased 1 kg of Mango in 2013 for Rs 100, now the same quality mango comes for Rs 150, leading to a 50%...
Taxation of Mutual Funds
In India, tax is applicable only on the realized capital gains. Let’s understand how taxation works for debt and equity mutual funds....
Alternative to a Fixed Deposit
Over the last few years, a fixed deposit is not spoken about too much because a lot of alternatives have emerged. Liquid Funds The liquid...
Do not invest without knowing the risk!
Risk means the degree of uncertainty or potential financial loss inherent in an investment decision. In simple terms, the risk of losing...
Is PF better than Mutual Funds?
Provident fund (PF) and Mutual fund (MF) are two such investment options available to investors in India. However, these two products...
Is NPS better than Mutual Funds?
The NPS and Mutual Funds themes are both market-linked and have several similar benefits, yet there are some significant differences...
How to select best Mutual Funds
Selecting the best mutual fund is not easy as there are various mutual funds. But to invest in any financial assets like stocks, bonds,...
Mutual funds for beginners
A mutual fund is a pool with a certain investment objective. This investment objective is laid out in the factsheet and other details...
How to start SIPs
A Systematic Investment Plan (SIP) is a method of investing a fixed sum, regularly, in a mutual fund scheme. SIP allows one to buy units...
Power of Compounding
Many of us may have heard about the concept of compound interest. However, it starts only when we start managing our finances as working...
Are Mutual Funds better than PMS
A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, etc by a professional fund manager. The money is...
How to become a better investor using Mutual Funds
The first and most important thing about becoming a better investor is to know and learn about investing thoroughly. Read and understand...
How many Mutual Funds are good enough in a portfolio
All investors are different, every investment is unique. Before deciding on the number of mutual funds, you have to identify your...
Investing in Mutual Funds in your 20s
Investors who start investing in their early 20s get more time to grow their wealth, so they would be in a better position to reach all...
bottom of page