Though index funds have experienced huge growth in assets under management (AUM) over the last few years, there is relatively less awareness about factor based index funds or smart beta index funds. Factor indices are constructed based on quantitative, rule based investment strategies based on factors which...Read More
We have reviewed Principal Emerging Bluechip Fund a couple of times in the last one year. You can refer to our posts, Principal Emerging Bluechip Fund: One of the best large and midcap funds (published on 29th August 2018) and Principal...Read More
planning... or start their retirement planning late in life, which may put their financial inRetirement planning is one of the most important life-stage goals especially for salaried people. The financial objective of retirement planning is to accumulate a sufficiently large corpus which can meet cash-flow needs of you and your...Read More
We are almost in the final month of the current tax assessment year. You can claim deductions of up to Rs 1.50 Lakhs from your taxable income by investing in schemes eligible under Section 80C of Income Tax Act 1961. In order to claim...Read More
Equity markets never move in one direction only. Market advances or declines based on a variety of factors on a day to day basis. Sometimes the movement against the market trend can sustain for days and weeks...Read More
A few months back I attended a dinner party at an ex-colleague’s place in Gurgaon. One of the invitees to the party was a chartered accountant cum financial planner, who runs a very successful tax and financial advisory practice in the National Capital...Read More
Life Insurance, in all its manifestations, seems a technical concept to many of us and thus we choose to overlook the nitty - grittiness of an insurance plan even when we are investing in the same. Call it the lack of awareness or the technical jargon used in the...Read More
When it comes to ice-creams, plain vanilla is the most basic flavor up on which other ice-cream variants are developed. So, whether you buy an ice-cream sundae or a banana split, vanilla forms anessential part of the combinations. Similarly, when...Read More
When we think about mutual funds, we are conditioned to think only of equity investments. It is true equity as an asset class provides superior returns over a long time horizon. However equity funds are not the...Read More
For those you in your twenties, you are feeling this is the best time of your lives. You are absolutely right. Gone are the days of financial dependence on your parents, you have chosen a career for yourself, some...Read More