Latest Saving, Investing & Mutual Fund Articles

A portfolio containing the financial plan of a family, typically has financial goals such as higher education, marriage and savings for the child(ren) of the family. One of the most popular avenues of investment is the...

We have discussed a number of times on our blog that it is very difficult for the average retail investor to time the markets. Investors sometimes rely on market rumours or simply guesswork to time the market. Such an...

It is not enough to bask in the security of your investments. An investment not reviewed is as good as an investment not made. Annual reviewing of investments and assets is of crucial importance...

It is very hard to let go off the fixed deposits, especially when the interest rates are as high as 9.5%, close to a double digit. An investor might think it is even foolish to consider Debt funds in such a scenario because...

Many investors are under the impression that larger the fund size better the prospect of higher returns. This is not always true. There is no doubt that the large funds can boast of great past track record, hence the...

Ajit was destined for neither fame nor obscurity. He strived to be in the upper middle class strata and his income allowed him and his family to be so. He was told by his financial advisor that his risk appetite is...

With Equity Linked Savings Schemes investors can not only save taxes, but by investing in the over the long term can create substantial wealth (please read our article, ELSS is ideal for Tax Savings and Wealth...

Funds with concentrated portfolios aim to generate higher alphas or outperformance versus the benchmark index, through stock picking abilities of their fund managers. Typically, these funds tend to be more...

When it comes to investments made for the purpose of tax savings under Section 80C of Income Tax Act, Public Provident Fund (PPF), Life Insurance premiums and Equity Linked Savings Schemes (ELSS)...

One of the biggest challenges that many financial advisors face, is seeing revenues plateau off after an initial period of growth. The most obvious response is to look for new clients, but it is easier said...