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...Read More
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...Read More
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...Read More
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...Read More
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 determiningRead More
If someone asks you, who is the best batsman in India today, the answer for many is quite simple, Virat Kohli. If someone asks you about the best bowler in India today, you will say Ravichandran Ashwin. To answer the question...Read More
When I was in middle school in the mid eighties, I remember that, for many months the headline dominating the newspaper front pages, related to the subject of bank computerization. The banking industry was crippled...Read More
If you ask a financial advisor what should be the percentage of midcap stocks or mutual funds in equity portfolio, you will get a variety of answers. Some will suggest that, midcap stocks or funds should not exceed 20% of your investment...Read More
Historically mutual funds have been classified either into Equity Funds or into Debt Funds. Any fund with an equity orientation is called an Equity Fund and any fund which aims at a stable return but with little or no exposure...Read More
Financial planning is one of the best ways to start investing into the financial assets but unfortunately most of us have been adhoc investors all our lives. As Indians have always been one of the highest savers in the world...Read More