Dwaipayan Bose Articles

FY 2014 - 2015 was a great year for mutual funds with equity funds seeing record inflows. Undoubtedly this is very good news for the industry and the equity market. However, if one looks at the big picture...

In one of previous fund reviews last year, we had discussed how flexible investment approach makes Reliance Equity Opportunities Fund a consistent performer across different market cycles. Consistent performers...

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...

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...

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...

Monthly Income Plans (MIPs) are one of the best investment options for investors with moderate risk tolerance. These mutual fund schemes invest 70 – 75% of their portfolio in fixed income securities and...

In the first part of our series, Best Health Insurance Plans in 2015: Individual Mediclaim, we had looked at the best individual Mediclaim plans, based on the most recent Mint Mediclaim ratings. Mint the leading financial...