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...
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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...
Why equity investing can’t be taught but only learnt?
Recently I completed 10 years of running my investment firm. I carried a long history of big corporate baggage when I started my work....
How much is good enough?
Over the last decade, I had the opportunity to manage the money of a lot of successful people in the corporate and startup world. The...
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....
How to identify consistent compounders?
Before we understand how to identify consistent compounders, we need to know what consistent compounders are. These are those companies...
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...
Index mutual fund/ETFs vs active mutual fund
Both funds fund and actively managed mutual funds allow investors to invest in n variety of assets. Index Fund is a portfolio of stocks...
How to invest and get rich
Who doesn’t want to get rich? However, rarely do people equip themselves with the right mindset. What does it take to be rich? Planning...
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...
Direct vs regular mutual funds
A direct plan is what you buy directly from the mutual fund company, whereas a Regular plan is what you buy through as an advisor,...
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...
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...
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...
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