Here’s How to link Aadhar to Mutual Funds portfolio: Now you have to link your aadhar number with mutual fund portfolio! Yes, you read it right. [MMS_EBOOK] Under the latest amendment to Prevention of Money Laundering Act (PMLA) Rules, 2017, the government wants you to do this. It is yet another step in a slew
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Here are 5 points to remember before investing in Small-Cap funds: You might have been advised to stay away from small-cap funds, and allocate a major chunk of your assets into large-caps. If you are an aggressive investor, such a strategy might be unsuitable. [MMS_EBOOK] Unbelievable right…but that’s the fact! Avoiding small-cap funds can’t
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Here are a few pointers to guide whether you should invest in Thematic, Sectoral Funds or not: Sectoral/Thematic funds have been much-talked havens among the investors. But looking at the roller-coaster returns, you might keep deferring your decision. [MMS_EBOOK] You may wonder whether it’s right to invest in sectoral funds or not? Investors have created
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Here’s How to Rebalance Mutual Fund Portfolio: Portfolio rebalancing happens to be at the core of portfolio management. It keeps your portfolio from falling prey to market fluctuations. [MMS_EBOOK] Just like fine-tuning a guitar, portfolio rebalancing is done to ensure that portfolio parameters remain as per expectations. It involves bringing asset allocations back to the
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Here’s How to use Investment horizon to choose Mutual Funds: Is your investing in line with your horizon? Puzzled huh! [MMS_EBOOK] Apart from goal-setting and risk-appetite, there’s one more issue that you need to gain clarity about in mutual fund investing. It relates to the “Investment horizon.” Investment horizon means for how long you would
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Here’s How to compare mutual funds based on Risk-adjusted returns: Still concerned only about mutual fund returns? Think big! [MMS_EBOOK] How about Risk-adjusted returns! While short listing mutual funds, you tend to be skewed towards returns. Like every other investor, you may give too much preference to returns over other factors. Undoubtedly, fund return is
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Here’s a Financial Checklist for the teens, grown-ups & Veterans: Different ages, different stages, different needs! Isn’t it! [MMS_EBOOK] As you grow older, so you tend to develop likings towards things which you might have ignored a decade ago. You tend to experiment with things and try to make better choices; each one taking you
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Here’s How to interpret Net Asset Value (NAV) of mutual funds: To be or not to be! Dear, it all depends on the NAVs! [MMS_EBOOK] “NAVs” is the most commonly used term in mutual fund investments. NAV is the price at which units of a mutual fund scheme are being offered to investors. It can
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Here are tips on whether you should buy a home or live on rent?: To own it or not, that’s the question! Here I refer to the constant dilemma that Indians are facing. It’s about owning a home or living on rent. [MMS_EBOOK] Owning a home is like a dream come true. You get to
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Here are 5 Surprising Investing Truths: Investor nowadays is much more aware than his ancestors. The sources of investment information have proliferated over the years. So much so, that you can indulge in investing any time and anywhere. You can categorise yourself as risk-averse or risk-seeker. You can understand your financial behaviour and moderate accordingly.
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