Category: Uncategorized

Why is reviewing your Investment Portfolio important ? If you wonder that while the markets are at All time highs but your portfolio is not then Reviewing your Investment Portfolio is a key first step in correcting this. Investors need to diversify their holdings in order to match risk to their level of risk tolerance and at the same time reach their financial objectives with the help of a well-structured portfolio. Your job actually doesn’t… Continue reading Why is reviewing your Investment Portfolio important ?

AMFI March 2023 data indicates continued investor confidence in MF & SIPs March 2023 data released by the Association of Mutual Funds of India (AMFI) showed highest net equity inflows in a year in March, with SIP contributions surpassing Rs 14,000 crore in March. SIP AUM stood at Rs 6.83 trillion in March compared to Rs 6.74 trillion in February.Some interesting snippets:Net inflows into open-ended equity funds jumped 31 percent to Rs 20,534.21 crore, a… Continue reading AMFI March 2023 data indicates continued confidence of Retail Investors in Mutual Funds

Recent Tax Changes and its impact on your Debt Mutual Fund Investments? In the last week of March, the government made a unilateral announcement regarding the change in taxation regime for debt mutual funds. This announcement came as a surprise to the investor community as it happened almost without any prior warning and without any feedback or discussion (PS it wasn’t even a part of the union budget speech!)  Under the newly announced Tax Regime,… Continue reading Recent Tax Changes & its impact on your Debt Mutual Fund Investments

How Correct Asset Allocation Can Help You Sail Through Turbulent Times Volatility is an integral part of equity investments. It’s unavoidable. Without it, you will not make any returns in the stock market. We all welcome positive volatility while despise a downfall. However, with the right asset allocation strategies, we can shield ourselves to a large extent from this downside. Asset allocation plays an important role in tackling market turbulence. Lets understand what exactly is… Continue reading How Right Asset Allocation can help tide over Market Turbulence?

Understanding Fixed Income Options – NCDs & Guaranteed Income Plans Fixed income investments as the name suggests provides the investor with a steady and guaranteed income stream. Currently in this category we have bank post office savings schemes, bank FDs, PPFs, NCDs & savings plans from insurance providers etc. We will be covering more on NCDs and savings plans in this blog. NCD – Non convertible debentures What are NCDs? Let’s understand what are NCDs.… Continue reading Understanding NCDs & Guaranteed Savings Plans