Category: Investment planning

Kotak MF’s Flex SIP / STP provides a simple solution to invest smartly: each time the Nifty 50 PE goes below 15, an augmented instalment will be invested, with a default set at 3x, to encourage making the most of… Read more

Small fish in big pond or big fish in small pond? That’s the big dilemma facing most independent distribution firms as they confront growing competition in a rapidly expanding market. As mutual funds and capital markets become mainstream investment choices… Read more

Fixed income investments generally pay a return on a fixed schedule, though the amount of the payments can vary. Individual bonds may be the best known type of fixed income , but the category also includes bond funds, ETFs, CDs,… Read more

Treasury Bill, or simply T-Bill, is a paperless short-term borrowing instrument issued by the government through the Central Bank of Kenya to raise money on short term basis, which is a period of up to one year. “Usually, when the… Read more

1)Focus on the total real return In an effort to reduce risk, many people over-invest in fixed-income securities, which are highly exposed to inflation risk since they do not have the same potential for capital appreciation as equities. We recommend… Read more

Does goal based investing help achieve better outcome? A white paper published by Investment Management Consultant, a US based advisory firm, shows that goal-based investing helps the investor to become more familiar with the financial markets and limitations of the… Read more

Various Avenues and Investments Alternative Different avenues and alternatives of investment include share market, debentures or bonds, money market instruments, mutual funds, life insurance, real estate, precious objects, derivatives, non-marketable securities. All are differentiated based on their different features in… Read more