A direct plan is what you buy directly from the mutual fund company, whereas a Regular plan is what you buy through as an advisor,...

The NPS and Mutual Funds themes are both market-linked and have several similar benefits, yet there are some significant differences...

Investors who start investing in their early 20s get more time to grow their wealth, so they would be in a better position to reach all...

Mutual fund investing is a long-term attempt and should be connected to your financial goals. There is no exceptional strategy that will...

A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, etc by a professional fund manager. The money is...

While Systematic Investment Plans (SIPs) have an array of benefits, one of their main advantages includes the possibility of tax saving,...

It’s never too late to plan for the future, and if you are in your 40s then probably you have achieved a lot but you still have time to...

The world has witnessed massive swings since March 2020. We are nowhere close to economic normalcy. Let’s understand what is happening in...

In India, tax is applicable only on the realized capital gains. Let’s understand how taxation works for debt and equity mutual funds....

The key to making money in stocks is to stay in the market, giving time in the market is the best predictor of your performance....

Turning 50 is a momentous milestone in an individual’s life. It doesn’t only represent that you will be near the top of your career, but...

A mutual fund is a pool with a certain investment objective. This investment objective is laid out in the factsheet and other details...

Risk means the degree of uncertainty or potential financial loss inherent in an investment decision. In simple terms, the risk of losing...

A mutual fund is a pool of money to meet a certain investment objective. This pool of money is directed by the fund manager who chooses...

Mutual funds, AIFs etc. are not tax-efficient solutions for the USA and Canada-based NRIs. There are more straightforward options to...

Any asset can be valued by discounting its future cash flow via a discount rate. This discount rate is called the weighted average cost...

There are hundreds of schemes across different categories of mutual funds. It is hard for an investor to identify which scheme is better....

Each person has specific requirements and knowingly or unknowingly specific biases. “Take up one idea. Make that one idea your life;...

It is not unusual for investment professionals to get teaching assignments. I still remember I had the first assignment within a week of...

Over the last decade, I had the opportunity to manage the money of a lot of successful people in the corporate and startup world. The...