Investment Planning

Here are 8 points to remember while investing in a Portfolio Management Services (PMS): Portfolio management services (PMS) is an investment service offered by professional money managers to investors who want to invest exclusively in equities. [MMS_EBOOK] These managers tailor the investor’s portfolio to meet their specific investment objectives. In the last decade, PMS has

Here are a few points regarding Portfolio Management Services (PMS) vs Mutual Funds: Which is better?: Portfolio Management Services (PMS) is an arrangement wherein a portfolio manager handles clients’ portfolios on their behalf. The portfolio manager possesses rich experience and is backed by a research team of professionals. [MMS_EBOOK] The investment portfolio will be composed

Here are a few points about Close-ended funds showing whether it is worth investing or not: Unlike open-ended funds, Close-ended funds have a limited fund inflow. You may find a specific number of units of close-ended funds being sold in the capital market. [MMS_EBOOK] In order to attract subscriptions from the retail investors, the asset

Here are a few tips on whether the New Fund Offers (NFOs) are worth investing or not?: You might have come across a plethora of new fund offer (NFOs) in the past few months. You would even have thought of investing in some of them. But you might have got puzzled as to which ones are

Here are a few tips which describe whether AUM size matter while investing in mutual funds or not: Many times this question has surfaced at investment forums that “Does fund size affect fund performance?” Size of a mutual fund scheme is reflected in Assets under Management (AUM). [MMS_EBOOK] AUM relates to the total market value

Here’s what to look for in a Portfolio Turnover Ratio while investing in mutual funds: Is your fund manager following a passive or a dynamic investing strategy? You might wonder, “How does that matter to you?” My friend, it might affect your fund returns! You need to be aware of it. [MMS_EBOOK] Portfolio Turnover Ratio

Here are a few points on Permanent Portfolio wherein the Asset Allocation is made easy: Are you frequently being bugged by the asset allocation decision? Is the stock market volatility killing your portfolio returns? Try the “Permanent Portfolio”! [MMS_EBOOK] It’s an alternative asset allocation concept in the financial domain. Permanent portfolio is going to give

Here’s How to generate Common Account Number (CAN): Common Account Number (CAN) is the latest tool to track your mutual fund portfolio. You may view it as a single reference number for all your mutual fund investments. [MMS_EBOOK] CAN is issued by MF Utilities (MFU) only once as regards the number of investors, order of

Here’s the document checklist for Mutual Fund investments: When investments are on your mind, mutual funds are the most prudent way to give it a start. You get multiple benefits like professional fund management, diversification, capital appreciation, rupee cost averaging, etc. under a single roof. [MMS_EBOOK] However, before initiating any mutual fund transaction, you need to