The use of benchmarks is essential for measuring performance in various fields, including sports and investments. In the investment industry, benchmarks help investors evaluate the performance of their fund managers….
Posts TaggedInvestment Banking
Mis-Selling And Mis-Buying: Both Need To Be Curbed
Investors need to consider suitability, risk appetite, and objectives when investing in financial products. Professional advice is recommended, and investors should take responsibility for their decisions. SEBI has measures to…
Your Money: Keep Allocation To Gold Within 15%
It’s role is that of a portfolio diversifier, not a wealth creator. The essence of portfolio diversification is the diverse behaviour of various investment assets. The staple investment categories are…
Your Money: Fingers Crossed, Rate Hikes Are Over
Interest rates not going up is good for market-related investments. The last time the Reserve Bank of India (RBI) increased the repo rate was on February 8, 2023, when it…
Keep Your Portfolio Simple, If You Are Investing Directly
An investor should keep his/her portfolio simple when deciding on the type of investment without the aid of advisors. With everything available online, it is easy to invest. There is…
Hybrid Fund Options In Lieu Of Debt
Hybrid funds are being favoured with changes in tax laws. Two of these are arbitrage funds and equity savings funds. These funds are less volatile than equity funds. At at…
Your Money: Make SIP The Basis Of Your Wealth Creation Strategy
Your Money: Make SIP the basis of your wealth creation strategy. YOU CAN Build up your investment portfolio either through ad-hoc lump-sum deployments, or through disciplined periodic flows. For the…
MC Explains | The Difference Between Debt Duration Fund And Duration Call. Choose Wisely
Debt fund investors will benefit once interest rates begin to fall. But nobody knows for sure when interest rates will start to go down, although market experts have begun making…
Finance Act And The Way Forward For Debt Funds
SYNOPSISThe recent tax changes have created three categories in mutual fund taxation. In a growing economy like India, with an expanding base of investors, any investment vehicle that is built…
Here Is How To Distribute Debt Funds Post Change In Taxation
Debt funds are no longer subject to indexation benefits. Now the big question is how to sell debt funds to clients? From April 1, 2023, there will be no LTCG…
Your Money: No Fear, Our Banking Structure Is Robust
There is no case for a contagion, at least till this point of time. We often perceive safety or quality by the colour of the skin. It is common knowledge…
Professional Investment Advice: Who Can Give It?
Taking investment advice from people who are unregulated or are not professionally qualified has its own pitfalls. When you see the question in the headline, who can give professional advice,…