Getting Bad returns from your mutual fund? Do the Rolling Returns Analysis!
Not happy with your mutual fund performance? Do you think its a bad mutual fund, because it is not doing well from last many years? A lot of mutual funds investors lose their patience looking at their mutual fund’s returns after they invest for 2-3 yrs. Its commonly suggested that an equity mutual fund will […]
How to do KYC for Mutual Funds? Its quick and easy!
Are you a new investor in mutual funds ? If yes, then you might be having these questions in mind. What is KYC ? What do I need to do to register my KYC? Whom should I approach? Do I need to do my KYC every time before investing into mutual funds? So, in this […]
NRI investment in mutual funds – A complete and detailed guide
Most of the NRI’s who are new to mutual funds have this confusion if they can invest in mutual funds in India or not? In this article, I will share with you all the rules, restrictions and some of the important points that NRI investors should know before investing in Mutual funds. Can NRI invest […]
Balanced Advantage Mutual Funds – Reduces Risk and gives good return at the same time !
In the world of mutual funds, there are various kinds of categories for different requirements and risk appetite. One of the categories I want to talk about today is the “Balanced Advantage” Category. What are Balanced Advantage Mutual funds? In one line, a balanced advantage fund dynamically shifts between equity and debt depending on the […]
Investing in Mutual Funds vs Direct Stocks – Which is better option?
Should you invest directly in stocks of companies or rather buy mutual funds? Which option is more “suitable” for you? A lot of investors feel that they should invest directly in shares, because that’s what mutual fund do at the end of the day, however stock investing is a very different game altogether and the […]
What are Shariah compliant mutual funds? – An Ethical investment
Have you ever heard about Shariah-compliant mutual funds? We get a lot of Muslim leads who want to invest in mutual funds and a lot of them mention that they would like to invest in mutual funds which are shariah compliant. So lets look at the subject! Examples of Shariah-based Mutual Funds Shariah-based mutual funds […]
ELSS vs PPF – where to invest for your tax saving? (20 yrs data analysis)
Most of the people who want to do tax saving in 80C are confused if they should invest in PPF or ELSS (tax saving mutual funds). Both PPF and ELSS offer taxation benefits of up to Rs 1.5 lacs under sec 80C. ELSS vs PPF – Meaning Let’s start with their meaning and what exactly […]
5 min guide to link Aadhaar number with mutual funds online
Recently, the government has asked mutual fund companies (and many other financial institutions) to link Aadhaar card number of their customers with their financial investments. This means that if you are a mutual fund investor, you are supposed to link your aadhaar numbers to your mutual fund folios. How to link Aadhaar number with the […]
Basic Services Demat Account – a no frills account for small investors
Do you hold a Demat account or planning to get one? Then you should know what is a Basic Service Demat Account because it can be helpful for you if you are planning to trade very less and want to save on yearly maintenance charges. Basic Services Demat account as its name suggests is a […]
1 small trick which can drastically increase your saving rate each month
Do you want to save more money each month? Today, I am going to reveal a secret trick that will help you to increase your monthly investments by some margin. This trick is more of a psychological shift in the way you think about money, emergencies and how much should you invest. However, this is […]
