Investment Advisor Archives - Page 2 of 2

How to reduce the number of mutual funds in your portfolio

December 28, 2018 | by KishorKumar Balpalli | Advisor Zone, Insurance Planning, Investment Advisor, Investment Planning, Mutual Fund

Like most investors, if your MF portfolio is overcrowded, read this to find out how you can cut down on the number of Mutual Funds. Many of us invest in mutual funds that are popular at different points in time. We end up with too many mutual funds of various types. Many mutual funds have Read more...
Best ways to invest a lump sum for your child’s future

December 24, 2018 | by Research Desk | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Mutual Fund, Personal Finance

If you are a parent looking to make a lump sum investment to build a corpus for your child’s future, this is a must read for you. A lump sum investment can help you to achieve your child’s long-term goals. Once you have invested a sizeable amount, you can relax and let compounding do the Read more...
Best mutual fund schemes that generate regular income

December 19, 2018 | by Research Desk | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Mutual Fund

If you are looking to generate monthly or regular income, then this is a must read for you. People who need a regular income look for safe options like bank fixed deposits. However, taxes and inflation reduce the purchasing power of their monthly income. Retirees may find it hard to make ends meet. They could Read more...
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...
9 Mutual Fund investing myths busted

October 31, 2018 | by Research Desk | Financial Planning, Investment Advisor, Investment Planning, Mutual Fund, Retirement Planning, Small Savings, Tax Planning

Here is a list of Mutual Fund myths that you should be aware of… Very few people realize that investing in mutual funds for the long term is one of the smartest and safest ways of building wealth. Commonsense, discipline and patience are all you need to create a large corpus by investing in mutual 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...
The Best Liquid Funds to invest in 2018-19

October 9, 2018 | by Research Desk | Insurance Planning, Investment Advisor, Investment Planning, Mutual Fund, Tax Planning

Here are the Best Liquid Funds for 2018-19 Investors who are looking for safety and liquidity prefer to invest in liquid funds. In this article, we will help you to understand what liquid funds are, how to use them and how they are taxed. We will also provide a list of what in our opinion Read more...
How to become a Registered Investment Advisor (RIA) in India

September 27, 2018 | by Research Desk | Financial Planning, Insurance Planning, Investment Advisor, Investment Planning, Personal Finance, Retirement Planning, Tax Planning

Here are the details that you should be know to become a Registered Investment Advisor (RIA) in India, Before SEBI RIA regulations, anyone could start working as an investment adviser. Therefore to protect the interests of investors, the capital markets regulator SEBI introduced the Securities and Exchange Board of India (Investment Advisers) Regulations, 2013. These Read more...