Category: Simply Important
Outdated financial advice parents should avoid giving
May 27, 2019Several of the 50 year-plus investors I know are eager to initiate their millennial children into investing as soon as possible. In their eagerness, they help their children with the…Continue Reading
Your investment options
February 18, 2019When you first start out to plan your finances, it is likely that you are overwhelmed with the options there are. There are a number of instruments that will help…Continue Reading
Why looking at 1-year returns can misguide you
January 28, 2019Whenever you are looking for funds to invest and look at the performance screen of a fund, the 1-year returns is the number that registers and also influences decision. There…Continue Reading
Five tips for investing in the new year
December 31, 2018This new year, you may have made up your mind to save more or limit your impulsive splurge. And that’s a great resolution to make! We’re not going to tell…Continue Reading
Why your returns are not the same as the market’s return
November 19, 2018In an investor-gathering addressed by a renowned fund manager, a presentation on the returns delivered by equities over several years was put up. One of the investors asked him, “you…Continue Reading
You are different and so are your needs
September 17, 2018How many of you want to wear the same clothes as your friends or neighbours? Not only is your size and fit different, your taste too will likely be different.…Continue Reading
Rising rate scenario favors FMPs
July 16, 2018With the interest rates going up across instruments, Fixed Maturity Plans (FMPs) gain investor interest. For those not looking for fixed returns, FMPs can deliver superior returns to bank fixed…Continue Reading
When your SIP returns turn negative
July 9, 2018If you had started investments in equity SIPs in the past 3 months or 6 months or in some cases even one year, your annualized returns (IRR) would likely be…Continue Reading
FundsIndia Explains: Capture Ratio
June 25, 2018‘The market has done extremely well, has my fund kept up with it?’ ‘The market is bleeding, has my fund come out with minimal losses?’ These are important questions to…Continue Reading
Simply Important: Your new capital gains report at FundsIndia
June 11, 2018The Union Budget of 2018 made a significant change in taxation of equity mutual funds. Long Term Capital Gains on equity funds, which had been exempt since 2004, were made…Continue Reading
