Category: Investment planning

If you are planning to invest you money into the market, or have already invested with a goal to achieve capital appreciation, staying invested makes more sense than moving in and out of the market. Every good financial advisor preaches… Read more

Like any purchase decision, your selection of a mutual fund scheme should be based on your expectations and the funds’ ability to fulfill these goals. It is important to be clear about your investment objective before you enter into a… Read more

At the basic level, the rules of financial planning remain the same: A part of your income should go towards monthly expenses, a part towards repayment of liabilities (if any), a part into saving, investment and protection, and a small… Read more

Individuals rush to banks to exchange and deposit their old currency notes post demonetisation. As per RBI figures, banks have received deposits worth Rs 4.08 lakh crore (total deposits less exchange amount less withdrawals) during November 10 to November 18,… Read more

Financial planning is a continuous process that requires two parties – an investor (individual or a family) and a financial planner. Both the parties need to work collectively and determine the best course of action. A good financial planner is… Read more

This year may not begin on a positive note for the Indian equity markets. Even on the last Monday of the year, the markets tanked to a seven-month low. While 2016 saw fluctuating fortunes for Indian equities, 2017 isn’t expected… Read more

Wealth managers have tweaked their fixed income strategies after the US Fed’s move to increase rates by 25 basis points and the Reserve Bank of India’s decision to keep rates unchanged last week. While earlier they were allocating more money… Read more

Time plays a vital role in choosing the investment strategy. Fluctuating markets reflect promising returns and many of us get attracted by short-term numbers showing high gains. Markets act differently, if we compare results for 10 years performance, or a… Read more

Investors find that they are offered a range of products and services by advisors and are unable to choose between advisors who meet them for business.  Just as we choose a restaurant based on the taste of the food, the quality… Read more

It has been said time and again that GST is not merely a tax change but a business change. A key facet of any business is its finances and every business keenly focuses on improving its bottom line by generating… Read more