In our previous articles, How Mutual Fund SIPs have created wealth over the last 15 years: Large Cap and Diversified Equity and Mutual Fund SIPs have created wealth over the last 10 years...Read More
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
A survey by IMRB International shows that India’s per capita retirement and pension assets as a percentage of Gross Domestic Product (GDP) is among the lowest compared to other economies like Germany, USA and Brazil. The survey also...Read More
My friend Amit understood the meaning of life Insurance when his colleague Muthu suddenly died in office. Muthu met with a sudden heart attack and declared dead when brought to the hospital. Even though Muthu was earning Rs 65,000 a month, he had...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
Interest rate cuts by the Reserve Bank of India (RBI) are usually good for the economy. It reduces the borrowing costs of business, which in turn leads to incremental economic activity, higher employment rates and higher GDP growth. The stock and...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
The increasing cost of living is shrinking our wallets. Cost of many items of regular use has increased 5 to 7 times in the last 20 years; our income has not increased in the same proportion. As a result we are saving less and less on proportional and...Read More
Balanced funds are attractive investment options for first time mutual fund investors and investors with moderate risk capacities. Balanced Funds are hybrid equity oriented funds with more than 65% allocation to equity and the balance to debt...Read More
When I began writing this post, I saw that the Nifty was below 7,200. For market observers 7,200 was an important level for the Nifty. Nifty below 7,200 means that it has corrected more than 1,800 points or 20% from its all time of 9,000 made in...Read More