Derivatives market is primarily a means of hedging; if you are participating in the derivatives market only, then you are indulging in short-term speculation and not being a long-term investor….
Posts TaggedInvestment Banking
For Investments Abroad, Opt For Direct Stocks
Investment in global equity is one of the avenues for diversifying your portfolio. While India is the growth story of this century and thus should have a greater allocation in…
Surging Indices. Concept Of All-Time High Price, Its Limited Relevance
An index, over the course of its life, will touch all-time high multiple times; for you to get returns from investment in equity stocks/ funds, the index has to touch…
Enough To Focus For Investors
The Indian ETF market has experienced huge growth over the past decade and signifies a shift in investor preference towards passive funds. Here’s all you need to know about ETFs…
Valuing Firms. Market Capitalisation Of Stocks And What It Means
Market capitalisation is the total value all shareholders have assigned to a firm listed on the stock exchange; it is computed by multiplying the market price of a share with…
Last-Minute Tax Saving Tip: Tax-Breaks Are Important, But Prioritise Your Financial Goals
Buy insurance, not just for income-tax breaks, but because you really need an insurance policy. Consider Public Provident Fund to be a great investment, even without tax breaks. This is…
The ‘March Effect’ And Indexation Benefit In MFs
Till 31 March of last year, debt funds were eligible for indexation benefit for the purpose of long-term capital gains (LTCG) tax. This is a benefit that reduces the impact…
Incremental Equity Investments: Options For Those Sitting On The Fence
There are certain investors who believe in the great India growth story, but are wary of taking incremental exposure. This is not about aversion to equity or timing the market….
The Concept Of Moat In Business And Using It For Investing Advantage
The medieval concept of moat is relevant in today’s world, for identifying businesses that have a significant competitive advantage. In medieval ages, some castles or forts would dig a trench…
What 2024 Holds For Debt MFs
There are expectations that Reserve Bank of India (RBI) will cut interest rates in 2024, following the US and Euro zone rate cycle reversal. Returns in debt funds come from…
How Ulips Compare With MFs
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…
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…