Empowering individuals to take prudent investment decisions
Empowering individuals to take prudent investment decisions
There are lot of Mutual Funds available in the market, this article briefly covers the difference between different types of stock and bond mutual funds so that you can select the best for you.
25 types of Mutual Funds you should know about Read More »
Equity Funds or Stock Mutual Fund are investments into a fund which primarily engages in investing in equity and equity related assets/products.
Equity Funds || All you need to know for investment Read More »
Over 80% of actively managed funds fails to beat benchmark Index returns over long run. Index fund can help you grab your fair share of returns.
Index Fund Investing || simple way of outearning 3/4 active mutual funds Read More »
It is important to understand taxes before you make your mind to invest in Mutual Funds. Let’s explore: 1) Understanding taxes on Mutual Funds 2) Optimizing the taxes Mutual funds pass all the interests, dividends earned to investors each year. There are options where you can choose the dividends to be pay-out to you (IDCW
Taxes on Mutual Funds || understand and optimise your investment Read More »
Know the real cost of owning any mutual fund before you decide to invest in them. While being conscious about the price, the principle does not lead to the conclusion that you should always own the lowest – cost mutual fund.
Costs of owning a Mutual Fund: is it a important thing to consider before investment? Read More »
Do you also invest in Mutual funds based on past returns? In this article we have covered all you need to know for analyzing a stock mutual fund.
How to Analyse a Stock Mutual Fund for smart investment Read More »
Mutual funds act as a convenient means of investing in two basic financial asset classes – stocks and bonds. The advantages of investing money via Mutual funds are: 1. Broad diversification 2. Professional management 3. Liquidity
Mutual Fund Investment || It’s 4 Advantages and Disadvantages Read More »
After being clear with the aspects of Asset Allocation & Diversification, you need to start Defining Your Investment Objectives . Factors to consider while Defining Your Investment Objectives While creating a framework for yourself, you have to take into account these 3 things 1) Your investment attitude (conservative vs aggressive) 2) Your position in the lifecycle of investing
Defining your Investment Objective? Read More »
There are two types of risks that you as an investor have to plan for, Systematic risk (market specific risk) and Non-Systematic risk (stock specific risk). Diversification is the strategy to deal with non-systematic risk (stock specific risk). Let’s us understand this with an example, imagine you have a collection of 20 stocks and if
Can you really minimize risk by diversification? Read More »
Once you have made your mind to start your investment journey, the very first decision an investor has to make is about asset allocation. Every financial asset can be broadly classified into one of these two groups, Equity or Bonds. Asset allocation means deciding what percentage of investment should be in stocks vs bonds? Historically
Why you need to rethink Asset allocation Read More »