It’s generally accepted that Ulips are not as investor-friendly as mutual funds. They allow no easy exit, and have relatively higher charges than MFs. It is a generally accepted notion…
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Your Money: Rate Cuts Coming, But How Soon?
The median of the dots indicate 75 basis points (0.75%) rate cut in 2024 and further 100 basis points (1%) rate cut in 2025. The US FedERAL Reserve meeting…
Tax Smart. Generating Tax Efficiency In Systematic Withdrawal Plan
Depending on your requirements, you can try to modulate your systematic withdrawal plan amount in such a manner that the capital gains are within ₹1 lakh per financial year. Systematic…
The Utility Of “Factor Investing” In Building Your Equity Portfolio
The value factor tends to outperform when the market is recovering from a bear market phase. The success of a movie at the box office can be attributed to a…
Your Money: Don’t Fall For The Marketing Spiel
Each product has an USP, be sure it aligns with your investment needs. People usually do not buy good investment products, but buy stories and packaging. If the provider says…
What Investors Need To Do To Enhance Their Basic Fixed Income Returns
It is advisable to have a proper allocation to equity, fixed income and other asset categories. The most basic, and safe, returns on investments are those derived from liquid funds,…
Your Money | Rate Hikes Over With Inflation Easing
Lower interest rates help investment assets such as equity and bonds. In 2022, after the war between Russia and Ukraine broke out, there were supply chain disruptions. The combination led…
Why Is India Saving Less?
The Reserve Bank of India (RBI) Bulletin released on September 18, 2023, published data on the “Flow of Financial Assets and Liabilities of Households”. This data is about financial assets…
Active Vs Passive. What You Need To Know About Passive Funds
For quite some time, there is a debate going on between active mutual fund schemes and passive ones. There is a shift happening in favour of passive funds. The argument…
High US Bond Yields: Will It Impact Your Portfolio?
The apparent reason for US yields moving up is that the US Federal Reserve has raised the interest rate significantly, by 5.25 percentage points. Remarkable things are happening in the…
Consulting : Collections Strategy – Process Audit And Redesign For MAU Bank, Mauritius
TC Solution– Consulting and Implementation Collections Strategy Design and implementation mentoring Target Audience: 0-90 Credit & Collections Team at a major bank, MauritiusTraining Mode & Duration: 1 month (23 days)Unique features Re-energise…
Compliance Courseware : ISA For Volkswagen Financial Services
TC Product: E-learning Courseware Design Unique e-learning courseware approach, with multiple variants for various segments of employees Target Audience: Leadership, Vendor Management and Employees of the company as 3 different segments of…