Latest Saving, Investing & Mutual Fund Articles

In the previous part of this series, What should be the percentage of midcap mutual funds in your portfolio: Part 2, we discussed some common category allocations models used both in the US and in India. Small and midcap funds allocation in...

In the first part of this series, Technology is reshaping our world: Financial advisors should embrace technology: Part 1, we discussed how technology is re-shaping the financial services landscape and in the second part we discussed How can...

In the previous part of this post, Technology is reshaping our world: Financial advisors should embrace technology: Part 1, we discussed how technology is re-shaping the financial services landscape. Michael Porter of Harvard Business...

Arbitrage Funds are one of the least understood types of funds and people who understand it, are the ones who make the most of it. If you are looking for Debt Investments with Equity Taxation Benefit, or 6-9% returns without any...

Societies across countries have steadily become modern over the years however it shall take a few decades to absorb the “Ki & Ka” style of living. “Ki & Ka” is a movie where a young Indian married couple have their roles...

The Oxford Dictionary defines ‘disciplined’ as ‘showing a controlled form of behavior of a way of working’ while ‘investment’ is defined as ‘the action or process of investing money for profit’. When combined, the two...

Planning is something that we do to ensure that any step we take ends up in success. As the famous quotation of Benjamin Franklin, “If you fail to plan, you are planning to fail” which holds so true even after so many...

Financial Planning is a specialized skill that matches the needs and preferences of investors with the risk and return features of various investment avenues. It basically plots an individuals dreams and goals in such a manner...

In our previous post on this topic, What should be the percentage of midcaps in your equity portfolio: Part 1, we had discussed that, midcap stocks can give higher returns than large cap stocks, but they are also much more volatile...

In the first part of the article in this series How do you know if you have good funds in your mutual funds portfolio: part 1, we have discussed how trailing returns are important but not the only significant factor in determining