The ICRA rating rationale states that rating for the Basel III compliant Tier I bonds is four notches lower than the Basel III complaint Tier II bonds of the bank…
Posts TaggedCapital Markets
Portfolio Review And Health Check-Ups: Similar Check-Points
Portfolio Review and Health Check-Ups: Similar Check-points We, financial planners, are like financial doctors for our clients. We will discuss here, the parameters on which financial portfolio review and medical…
For Fixed Income, Return Expectation Is Not The Only Parameter
SYNOPSISWith lower inflation, returns from short-term bond funds would be enough to beat inflation and generate real positive returns. When it comes to shifting from one investment category to another,…
Why RBI Will Not Cut Rates In The Upcoming Policy Review Meet
A curtain raiser on RBI monetary policy review. In the run-up to any RBI Monetary Policy Review, the focus of the market is on policy rate i.e. either a change…
Debt Funds: Short Or Long? Why Portfolio Maturity Matters
In the current context you would be hearing from your adviser to shift to short term bond funds, which have a portfolio maturity of two to four years, from longer…
Time To Review Your Allocation To Equities
Reviews should happen at regular intervals, but modifications in the portfolio should be done only when the event is significant. The environment around us is always abuzz with events. These…
How Do Mutual Funds Compare With Bank Deposits On Tax Front?
Bank deposits and fixed income mutual funds differ with each other on a key parameter. Two deployment avenues are to be compared on the parameters of safety, liquidity, returns, ease…
Why Investors Must Keep InvITs On Their Radar
An InvITs is a pool of money for investing in infrastructure projects and distribution of the earnings to the unit holders. When it comes to investment options, the more the…
When To Exit Debt Funds?
If you invested three years ago, you should shift to short-term bond funds. Many investors focus on timing their investments. If the investment is not goal based, then the timing…
Which Hybrid Mutual Funds Should You Choose?
To compare between balanced funds and equity savings funds, as long as you have an adequate investment horizon and risk appetite, balanced funds may be the better choice. The India…
Asset Allocation: Looking To Book Profits In Equity Now? Here’s Why You Should Shift To Short Term Bond Funds
It has been proven that portfolio allocation leads to long-term optimum results on investments. Awareness among investors is gradually increasing on the imperative of allocation. It has been proven that…
Fixed Income: RBI Policy Review Coming, Invest In Liquid Funds Just Before April 6
Invest in liquid funds just before April 6 as these are least volatile. Shift to ultra short-term funds later as per your investment needs. For tracking your investments, you need…