Investopert Advisors

Blog

What should investors do in current market scenario ?

Stock indices Sensex and Nifty fell sharply in Tuesday’s trade, as the tit-for-tat tariff war begins, with Asian markets nervously assessing its impact on exports, global inflation and economic growth. The markets have been volatile for a while now & several investors are starting to get jittery looking at their portfolio. The moot point being – what should investors do in such situations. For several investors especially those who joined the market post covid, this is

Read More »

Bitcoins VS Mutual Funds

Bitcoins have been a buzz lately. In the past few months with the BTC zooming from USD ~68839 in Oct ’24 to a peak of USD ~104494 in Dec ‘ 24 in a matter of few weeks mostly owing to the impending Trump Presidency. But should you jump into the bandwagon & invest in bitcoin ? Here are some of the factors to consider before you jump into it :      Bitcoin – Its

Read More »

What are Dynamic Asset Allocation Funds?

Dynamic Asset Allocation Funds (DAAF) also termed as Balanced Advantage Funds (BAF) are basically hybrid funds that invest in both equity and debt components. However, unlike other hybrid funds which are mandated to maintain a minimum and maximum allocations  to Debt and Equity portions, DAAFs are highly flexible and allow the funds to invest upto 0-100% of their assets in Debt or Equity securities based on market conditions. Generally when equity markets are at peaks

Read More »

Why Multi Asset Funds are a smart choice for Investors ?

Why Multi Asset Funds are a smart choice for Investors ?   Multi Asset Funds, often known as Asset Allocation Funds, are a relatively new category of mutual funds in India. These funds typically invest in a combination of equity, debt, and one more asset class like gold, REIT / Inv IT, etc.   These funds differ from pure equity or debt funds and can help you diversify your investments, reduce volatility & provide optimal

Read More »

Why is Health Insurance necessary ​?

Why is Health Insurance necessary No one plans to fall ill or get hurt, but a serious illness can strike anyone at any time. Healthcare expenses are increasing at a rate higher than medical inflation. The cost of treating the illness can cause severe financial strain on the savings you have accumulated over time, and that is why it is must for everyone to have a health insurance cover which not only helps you to

Read More »

Why is reviewing your Investment Portfolio important ?

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

Read More »