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 appetiteContinueContinue reading “Investment Strategies for Different Networth Classes”

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.

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 theseContinueContinue reading “Top Multi-Factor Investment Strategies Explained”