Latest Saving, Investing & Mutual Fund Articles

Some of our readers may have heard about and even used robo-advisors for making mutual fund investments. Robo-advisors are now very popular in developed countries like the United States and though robo-advisory is still...

Balanced funds have at least 65% asset allocation in equity or equity related securities and the remaining portion in fixed income securities. Fixed income (or debt) as an asset class is subject to less price volatility relative to equity and therefore...

Most people in India usually do not take retirement planning very seriously until they reach middle age (mid 40s or early 50s). In the past, people lived in joint families, lifestyles were simple and small savings interest rates were high...

We have mentioned a number of times in our blog that, fundamental analysis is the best method to estimate the true or intrinsic value of a stock. Fundamental analysis can help investors determine whether a stock is over-valued, under-valued or...

Small and midcap equity mutual funds have been very popular with retail investors over the last three years or so. The popularity of small and midcap funds among investors can be ascribed to the performance of...

Indian equity market saw a fantastic rally over the past 12 months. The rally in the last 6 months was quite spectacular (as can be seen in the Nifty 50 chart below); in the last 6 months the Nifty gave over 17% returns...

Buying a home which you and your family can proudly call as your own is a life-time experience. It requires a lot of planning by family members about the exact necessities in a home and search for prospective homes and builders etc. Post these; you...

We see a tendency among many investors and financial advisors of preferring popular mutual funds. Funds become popular by dint of their past performance and are thereafter, sought after by investors. However, many a times, in this process...

Investors usually depend on Mutual Fund Dividend Option to get regular cash-flows from their investments to meet their income needs. However, mutual fund dividends are not assured. The frequency of dividend pay-out and amount of...

Savings and investment is a journey that begins when we start to work and continues throughout our lives. Wealth managers around the world describe the savings and investment journey in different life stages. While different...