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Category: Mutual Funds – Equities

‘If the initial journey is smooth, investors will stick to equity funds for long’

May 1, 2017 Admin

Kavitha Menon shares how she helped her client who was in a debt trap while Praveen Chhajed brought a conservative client into equity investing even though he had suffered losses in the past. Kavitha Menon, Mumbai based RIA One of… Read more

Posted in Mutual Funds - EquitiesLeave a comment

What scares me in a mutual fund today

May 1, 2017 Admin

It must have been in 1998/9 when I heard about SIP for the first time from Suraj of Franklin Templeton – he now is the boss man in UTI. A fan of SIP me and many others like me have… Read more

Posted in Investment planning, Mutual Funds, Mutual Funds - Debt, Mutual Funds - EquitiesLeave a comment

Mistakes in fund scheme choice

May 1, 2017May 4, 2017 Admin

Teaching has its advantages. Huge advantages I should have said. One such event happened yesterday…I was told that I had missed one of the best fund managers by not investing in Mirae. I was also told that by not investing… Read more

Posted in Education, Mutual Funds - Debt, Mutual Funds - EquitiesLeave a comment

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