Investment Advisor

How to reduce the number of mutual funds in your portfolio

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 […]

How to reduce the number of mutual funds in your portfolio Read More »

Best ways to invest a lump sum for your child’s future

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

Best ways to invest a lump sum for your child’s future Read More »

Best mutual fund schemes that generate regular income

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

Best mutual fund schemes that generate regular income Read More »

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

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.

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

9 Mutual Fund investing myths busted

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

9 Mutual Fund investing myths busted Read More »

The Best Liquid Funds to invest in 2018-19

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

The Best Liquid Funds to invest in 2018-19 Read More »

How to become a Registered Investment Advisor (RIA) in India

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

How to become a Registered Investment Advisor (RIA) in India Read More »

untitled-design-98-6261292

Importance of having a Health Insurance Policy

Here is why a Health Insurance Policy is essential for you: A report released by the World Health Organization on non-communicable diseases (NCD) (commonly known as lifestyle diseases) paints a depressing picture of India. 26 percent of Indians aged between 30 and 70 could die from one of the four major non-communicable diseases – diabetes,

Importance of having a Health Insurance Policy Read More »

9 Key Habits of Successful Investment Advisors

Here are 9 key attributes of Successful Investment Advisors: Click here to be a part of myMoneySage Elite an exclusive community to the elite and discerning who want to maximize their wealth by leveraging the power of unbiased advice nvestment advisory service is one of the fastest growing profession across the world. India, however, bucks

9 Key Habits of Successful Investment Advisors Read More »

Scroll to Top