When we meet the doctor with our pains and problems, we are more than willing to follow all his instructions. We religiously buy the medicines, and follow the dosages until we feel better. But then most of us give the ‘follow‐up’ visit… Read more
What constitutes Good Financial Advice
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
Dividend vs Growth Option
When investors consider an investment option, they worry simultaneously about several things. Is this investment tax‐efficient? Does it reduce or increase my tax liability? Does this investment grow in value? Does it provide a regular return like dividend or interest? If… Read more
How to choose a banking fund for your portfolio?
There are various variations of funds present in the market and investors have to take a close look at the exact details related to them before including it in their portfolio. The tendency of many people is to just go… Read more
How to use liquid mutual funds to your advantage
Liquid mutual funds as the name suggests are those which have a portfolio of very short term debt instruments, mainly below 91 days. Such a portfolio focuses on maintaining liquidity and safety of the investments. It is considered as the… Read more
Central KYC to make mutual fund investors life easier
The new system of a one-time completion of the Know your Client (KYC) guidelines is slowly progressing and this requires various players in the mutual fund space to upload the details of the customer KYC details. This is likely to… Read more
Cut off times for mutual fund investments and its importance
There are cut off times that are important when it comes to mutual fund investments and redemption but many investors are not clear about the consequences of this. There can be a large impact of the actual date and the… Read more
MUTUAL FUND
With the stock market closing on a new high, is it a good time to start a systematic investment plan (SIP) or should one wait for a correction? It is important for investors to realise that investing through an SIP… Read more
GST Pulse: Have you taken a re-look at your finances?
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
INSIGHTS AND OVERVIEW OF GOLD EXCHANGE TRADE FUNDS
Exchange Trade Funds (ETFs) are open ended mutual funds that are listed and traded on stock exchange like common stocks. The ETFs comprise of stocks, bonds or commodities that are passively managed and traded close to its NAV during a… Read more