Advisor Zone Archives - Mymoneysage Blog

Can I switch regular plan of an ELSS fund to direct plan ?

December 14, 2018 | by Research Desk | Advisor Zone, Investment Advisor, Investment Planning, Mutual Fund

IF you are looking to switch your ELSS MF units from Regular to Direct plan, here is what you should know… ELSS mutual funds have a mandatory lock-in period of 3 years. You can switch from the regular plan of an ELSS mutual fund to the direct plan after the lock-in period of 3 years. Read more...
Should you invest in Company Fixed Deposits – Corporate FDs?

November 12, 2018 | by Research Desk | Advisor Zone, Financial Planning, Fixed Income, Investment Planning, Personal Finance, Tax Planning

Here is all you should know before investing in a Company – Corporate Fixed Deposits… If you are fixed deposit investor, I am sure you will look for the Bank that offers the highest interest rate, an alternative to Bank FD is company fixed deposits or corporate fixed deposits. Company fixed deposits provide higher interest rates than Read more...
How to set up an online SIP in a direct mutual fund

October 23, 2018 | by Research Desk | Advisor Zone, Investment Advisor, Investment Planning, Mutual Fund

Here are the details that help you set up an online mutual fund SIP in a direct plan, How to set up an online SIP in a direct plan of mutual fund Here is how you can set up an online SIP in a mutual fund direct plan. Mutual funds have two types of plans – Read more...
Should NRIs invest in Indian Real Estate ?

October 11, 2018 | by Research Desk | Advisor Zone, Financial Planning, NRI, Real Estate, Tax Planning

Here are the details that NRIs should know before investing in Indian Real Estate A significant chunk of the real estate investors in India are NRIs. Let us evaluate the financial implications as well as the rules and regulations to determine whether its profitable for NRIs to invest in Indian Real estate. What types of Read more...
9 Key Habits of Successful Investment Advisors

February 23, 2016 | by KishorKumar Balpalli | Advisor Zone

Here are 9 key attributes of Successful Investment Advisors: Investment advisory service is one of the fastest growing profession across the world. India, however, bucks the trend with people more bothered to land a secure job than tread the path of an independent planner. It’s not, that the youth of today lack the basic skills Read more...

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