Experts, philosophers and even our wise elders said the same thing – ‘Change is the only constant’. With time, everything changes and evolves. The same can also be said in the context of life insurance plans. Where earlier traditional plans like Whole Life...Read More
Good housekeeping is one area that could bring immense value to the investor. The number of financial products held by an investor these days is getting unwieldy. Documentation, preservation, operational...Read More
A few months back I attended a dinner party at an ex-colleague’s place in Gurgaon. One of the invitees to the party was a chartered accountant cum financial planner, who runs a very successful tax and financial advisory practice in the National Capital...Read More
In our post, Importance of Financial Planning, we discussed how financial planning can help you meet your short term, medium term and long term financial goals. While you can engage a professional financial planner or advisor to prepare your...Read More
Yesterday a good friend who happens to be a prospect as well asked, Vinayak how does it matter that all the products give more or less the same return, then why not only one product i.e. Bank FD for 10 years...Read More
ICICI Prudential Asset Management Company has launched a 10 year close ended ELSS new funds offer (NFO), ICICI Prudential Long Term Wealth Enhancement Fund. The NFO opened on December 22, 2017 and will close on March 21, 2018...Read More
Midcap mutual funds are equity mutual fund schemes which invest at least 65% of their assets in midcap stocks. SEBI classifies the top 100 stocks by market capitalization as large cap stocks, the next 150 stocks as midcap and the remaining ones as small cap stocks. Large cap stocks are characterized by market...Read More
The dismay and the dejection at the face of an inability to convert a prospect to a client gets written at large in a financial services products advisor's face, which takes a toll on the entire day. Much to the chagrin...Read More
Axis growth opportunities fund has been one of the best-performing large- and mid-cap funds in the last 1 year. The scheme was launched nearly 5 years back, and its performance since inception is stellar. If you invested Rs 1 lakh in the scheme at its inception / NFO in October 2018, your investment...Read More
If you have been investing in equity markets for a long time, both directly in equity shares of companies and through mutual funds, take a look at your portfolio of stocks and mutual fund schemes and ask yourself the question, which portfolio has given...Read More