If you have ever spoken to a financial advisor, they might have asked you about your financial goals. Thinking of your investments in terms of goals requires you to estimate…Continue Reading
Your EMI is well within your capacity, you have no difficulty in meeting recurring expenses, and you even have a monthly surplus that you’re investing. Isn’t that a great position…Continue Reading
As the market touches new heights every week, people are rushing to put their money into mutual funds. It is important to sound a note of caution here. If you…Continue Reading
“My investment in that Bombay house grew to Rs.85 lakhs from when I bought it back in 2000 for just Rs.25 lakhs. My investment has tripled!” That’s a declaration that…Continue Reading
In the wake of SEBI’s recent proposal to categorise mutual funds and rationalise the number of funds there are, scheme mergers are inevitable. So what happens when a scheme you…Continue Reading
If you read our articles that talk about debt funds, you would find a mention of the terms accrual or duration, or both. These terms are the strategies debt funds…Continue Reading
When we analyse funds, rolling return is one of the key metrics we look at. You would have noticed it in most of our fund reviews and recommendations. Read on…Continue Reading
In recent times, stock markets have given us enough reasons to worry. First, there was the blistering run in July when indices hit all-time highs. Then there was concern of…Continue Reading
SBI, Bank of Baroda and more recently Axis Bank cut their savings bank rate to 3.5%. This may mean that the already low FD rates may also dip further. Most…Continue Reading
Portfolio concentration is a term you would have come across in our fund reviews. We would have said that a portfolio is diffused across stocks, or, that the top ten…Continue Reading