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”
Tag Archives: mutual-funds
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 someContinueContinue 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 returnsContinueContinue 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.
Smart Investing for Children’s Education: Mutual Fund Strategies
Challenges in business are a given, but it’s our response to them that defines our trajectory. Looking beyond the immediate obstacle, there lies a realm of opportunity and learning.
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