Investment Planning

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 […]

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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

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Hybrid Funds: Benefits & types post Mutual fund recategorization

Here are the types of Hybrid Funds post SEBI’s Recategorization & Rationalization of Mutual Funds Prior to Recategorization of Mutual Funds by SEBI, investors referred to different mutual fund schemes as equity, debt and balanced. The term “balanced fund” was usually used to denote an equity-oriented hybrid fund. Though there were many other types of hybrid

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Should Dynamic Equity Funds be a part of your investment portfolio?

Why Dynamic funds should be a part of your investment portfolio? There are many mutual fund schemes in the market ranging from equity, debt, hybrid, index, dynamic, thematic etc. Some are actively-managed funds, and some are passive. One type of scheme that is often less explored is dynamic funds, also known as self-balancing funds. Just

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Seek Financial advice only from an RIA(Registered Investment adviser)

Should you be seeking financial advice from a Distributor/Agent or should go with only a Registered Investment adviser Whenever you come across the term Investment Adviser, I am sure you will imagine either an Insurance agent wanting to sell you a policy or a stockbroker eager to give you tips on what shares to buy,

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Top 5 Midcap Mutual Funds to invest in 2018-19

Here is a list of  Top 5 Midcap Mutual Funds to invest in 2018 -19 Mid-cap funds are mutual fund schemes which invest in shares of companies that have been ranked between 101st -250th in terms of market capitalization. Mid-cap companies usually have an approximate market capitalization between Rs.5000 – Rs.20000 Crores. Mid-cap mutual fund

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Top 5 Large Cap Mutual funds to invest in 2018-2019

Here is a list of top 5 large-cap mutual funds that you can look at investing in 2018-19 Equity Mutual Funds are generally classified as Large Cap Funds, Mid Cap Funds and Large Cap Funds based on market capitalization of the equities they invest in. According to SEBI rules, Large cap mutual funds should invest

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Categorization & Rationalization of Mutual Fund Schemes by SEBI

SEBI has proposed a regulation for categorization & rationalization of Mutual Fund Schemes… There are around 1200+ open-ended mutual fund schemes, Out of this, one-third comprise of equity funds, and one-fourth comprise debt funds. The sheer volume of these mutual fund schemes is confusing to an investor. Many fund houses have had multiple schemes with

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