Based on our interactions with investors and financial advisors, we see that there is a lot of interest in mutual fund dividends and Systematic Withdrawal Plan (SWP) as income solutions for investors. Many investors prefer dividend options for regular...Read More
Right from the beginning of this year, we have been saying through our blog that, the stock market is expected to be volatile in the near term. Stock market volatility, if caused by macroeconomic factors, does not get over in two or three trading...Read More
One of the biggest challenges that many financial advisors face, is seeing revenues plateau off after an initial period of growth. The most obvious response is to look for new clients, but it is easier said...Read More
Most mutual fund houses usually publish monthly reports, also known as factsheet that contain critical information for each scheme. The fact sheet contain the scheme objectives, important information related...Read More
Balanced funds are ideal investment options for first time mutual fund investors. In equity markets there will always be periods when volatility will be very high. Depending on our investing temperament, some investors find high volatility very stressful...Read More
Retirement planning is one of the most important aspects of financial planning. The fundamental goal of retirement planning is to achieve financial independence in your retirement years. The other important...Read More
With the March 31st deadline of making tax saving investments for Assessment Year 2017 – 2018 drawing closer, many investors would be looking at mutual fund Equity Linked Savings Schemes (ELSS) for tax planning purposes. ICICI Prudential...Read More
2017 was a great year for stock markets in India with the Nifty rising by nearly 2,470 points (a rise of nearly 29%). Mutual fund investors enjoyed fantastic returns, especially in the small and midcap funds category in 2017 – fund category return...Read More
Investors are always plagued by various investing options in Mutual Funds. Everyone seems to have an opinion about these and they all make it sounds either extremely lucrative or the most risky investment options. In a scenario...Read More
2017 has begun on a very promising note for Indian equities, especially large cap stocks and mutual funds. The Nifty is already up nearly 9% in the first two months. Birla Sun Life Frontline Equity Fund, one of the best performing large cap funds over...Read More