SYNOPSISWith RBI hiking rates, G-secs are offering higher yields than deposits from leading banks. The usual norm for any investment is: better the credit quality, lower your return, and vice…
Date Archives June 2022
Balanced Advantage Funds: Are They Living Up To The Promise In The Current Volatile Markets?
Dynamic Asset Allocation or Balanced Advantage Funds are supposed to be winners when markets correct. Till 12 July 2022, the average return from a basket of 25 BAFs, is minus…
Muted For Now, Not Forever
Debt fund returns are muted for now, but as and when the interest rates stabilise, you will get better returns, driven by portfolio accruals. Hold on for now. In our…
Your Money: Debt Mutual Funds More Tax Efficient Than Bonds
Mutual funds are more tax efficient over a holding period of three years, by virtue of indexation. The salient aspect of taxation of bonds is that the coupon or interest…
How To Select Passive Funds For Clients?
Don’t get confuse by tracking error of ETFs as it is calculated on its NAV and not on the actual price at which investors buy and sell ETF units. MFDs/RIAs…
TrainingCentral Downloads
Click on the links below for the downloads Corporate Deck Assignments and engagements in the Retail Assets space Assignments and engagements in Financial Inclusion space
End-To-End Solution In Online Compliance And Finance Training For Your Company – TrainingCentral Solutions
TrainingCentral is the leading finance-industry focused learning organisation Our Solutions View All Contact Us Visit Website Download E-Brochure We would welcome an opportunity to present our offerings. Please reply to…
Don’t Shuffle Your Portfolio Amid Global Volatility
SYNOPSISStick to your original asset allocation till there’s some clarity on geo-politics. There is a war going on between Russia and Ukraine. There is another war going on, which is…
Are Passive Mutual Funds Less Volatile Than Active Funds?
SYNOPSISSome investors perceive passive funds as relatively less volatile than active ones. However, this may not be true. Assets managed by passive funds saw significant growth recently. Some investors perceive…
Your Money: Investment Goal Is Key, Not Inflation
The difference between CPI and WPI based inflation is not only about the point of measurement, consumer or wholesale, but the measurement baskets are drastically different. Today inflation is high…
Amid Inflation Threat And RBI’s Rate Increase, Markets Are Positive
The benchmark 10-year government security yield eased after the RBI’s announcements and the stock market indices turned green. Inflation is a concern globally, including in India. Though it is more…