The popularity of ELSS shows the combination of tax benefit and decent performance works well. When we discuss categories of mutual funds, we discuss parameters of performance, quantum of funds…
Posts TaggedWealth Management
How To Worry Better About Your Investments
There are aspects not within your control and there are events that do not change the fundamental quality of the investment. In one of our earlier columns we had discussed…
Small Savings May Be Rewarding
With the possibility of a downward revision in rates looming, it’s time to consider your options here We are all aware of the flurry of activity that happened at the…
Benchmarking Portfolio Is All About Perspective
Performance of a mutual fund scheme or PMS portfolio is assessed with reference to a benchmark. There are various benchmarks available; the designated benchmark is the one with nearest correspondence…
Why You Need To Be Financially Literate To Make The Right Investment Decision
People who are not from a financial background and are investing in financial products, need to develop basic understanding of the product. Even if you are putting your money in…
Investments: Take A Ladder Approach For Your Portfolio
Investment in securities maturing as per your requirement of funds, leads to perfect laddering. Rather than speculate with your entire savings for slightly higher returns, preservation followed by growth should…
Why Investments Must Be For Long-Term; It Is Not Only Just About Tax Efficiency; 3 Power Points
Investments should be in the growth option rather than in the dividend option. This is not only about tax efficiency but about the principle of building your long-term corpus. Expecting…
Financial Freedom: What It Means For You?
The function of money is to provide sustenance, and thereafter provide the means to attainment of the financial goals of life. As we hoist the tricolour and celebrate the progress…
Why Investors Should Look At Inflation Points
After RBI’s 25 bps rate cut, investors in long bond funds should stay invested and look to exit either when market runs ahead expecting the next rate cut or when…
How To Handle Legacy Holdings Of Client Portfolios?
Emotions and psychological biases are an integral part of investment management. Sometimes it is as important a part, or even more important, than hard facts and analysis. Here we will…
Visit A Fashion Show To Invest In Financial Products
Expecting a ‘garment’ kind of sales effort from your adviser makes it easier for her to missell as you could end up buying something unsuitable for you Sounds anomalous? That’s…
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…