With the increase of wealth of upper middle class and rich population of India, PMS (Portfolio Management Service) has become a preferred investment avenue to get high returns through stock market investing even without much knowledge of stock market investment. The minimum investment amount of 50 Lakhs have become much more affordable to many retailContinue reading "Top PMS for Indian Investors: Performance Insights March 2025"
Investment Strategies for Different Networth Classes
Mutual Funds are very tax efficient Retail Investment product. It provides options to invest in multiple asset classes like Debt/Bonds(similar to FD), Equity (Stocks) as well as Commodities (Gold/Silver). This industry has evolved in past two decades and has products suitable for every type of investors (Any age group : Young/Middle Age/Retirees; Any risk appetiteContinue reading "Investment Strategies for Different Networth Classes"
How Equity Savings Funds Secure Retirees Inflation Adjusted Monthly Income
You may be knowing many Retirees in your known circle or even in your family who doesn't get any pension from Govt. or Company or any other kind of private pension, or may be getting some private pension, which is not able to take care of their basic monthly expense. However, they may have someContinue reading "How Equity Savings Funds Secure Retirees Inflation Adjusted Monthly Income"
Conservative Equity Investment option for Low Risk Investors
Equity investment comes with risks as stock markets are volatile in nature. This volatility comes from various dimensions. There are Bull phases of Market, when most stocks continue to go up, whereas there are Bear phase, in which reverse happens. There are also Sideline markets in which for prolong period there are almost no returnsContinue reading "Conservative Equity Investment option for Low Risk Investors"
Smallcase vs Mutual Funds and PMS: What Investors Need to Know
Smallcase, launched in 2016, offers retail investors a way to build direct stock portfolios with professional advice at a low fixed cost. It contrasts with Mutual Funds, which manage investments without investor intervention, and PMS, aimed at HNIs with direct execution by managers. While Smallcase suits active investors, practical returns can be lower due to fees and execution delays.
How to Choose the Right Mutual Fund: Key Insights
Selecting a suitable Mutual Fund requires more than just evaluating past performance. Investors should consider factors like expense ratios, fund manager experience, asset under management, portfolio turnover, and risk measures. Each mutual fund's consistency and changing circumstances necessitate regular reviews to align investments with individual goals and risk tolerance.
Benefits of Investing in Global Mutual Funds for Indians
International Mutual Funds in India offer diversification by investing in global markets, benefiting from currency appreciation and sector exposure. Types include Direct Funds, Feeder Funds, and specific country-focused options. While these funds provide potential high returns, they also carry risks like currency fluctuations and political instability. Popular funds include Motilal Oswal and Franklin India.
Diversify Your Investments with Multi-Asset Strategies
Multi-Asset Mutual Funds allow investors to diversify across various asset classes, including equity, debt, and commodities, which enhances risk management and provides better stability during market fluctuations. Hybrid Funds, investing in both equities and debt, cater to different risk appetites, offering balanced portfolios for varying investment goals.
Top Multi-Factor Investment Strategies Explained
There are various types of Factor based investing strategies. There are corresponding Indices created to track those Factor based strategies and associated Mutual Funds and ETFs to invest based on those Factors and follow such Indices. There are even Mutual Funds and Indices, which follow combination of multiple factors together. Let's try to understand theseContinue reading "Top Multi-Factor Investment Strategies Explained"
Index Funds in India: Types and Historical Performance
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Smart Investing for Children’s Education: Mutual Fund Strategies
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Smart Investing with Business Cycle Funds
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