Latest Saving, Investing & Mutual Fund Articles

Over the past few months, we have seen headlines like "2 times return in 3 years" from some equity mutual funds. While the performance of these fund managers should certainly be lauded, one must also remember...

A few days back we had reviewed the top large cap funds based on CRISIL’s most recent ranking. In this blog, we will review the top small and midcap funds While, in the last one year the large cap equity mutual funds...

In the first part of this series, we discussed how different categories of equity mutual funds performed in 2014. While equity funds performed strongly driven 30% rise in Sensex during 2014, even some debt funds gave...

2014 was a terrific year for the equity markets in India. The Sensex rose by nearly 30% during the year on the back of the Lok Sabha election results and expectations of turnaround in the economy. Mutual funds saw...

As the financial year draws to a close, investors who still have tax saving investments to make under section 80C, should evaluate Equity Linked Savings Scheme. Equity Linked Savings Scheme (ELSS)...

In the last one year the Sensex rose by 44% generating fabulous returns for many equity investors. If we look at mutual funds, the returns have exceeded even the Sensex returns. Large cap equity mutual funds...

After a few days of weakness the market has resumed its upward journey. As on February 12 end of day, Nifty has reclaimed the psychologically important 8,700 level and is now marching towards the 8,800 level...

With growing awareness about term plans, these plans are increasingly gaining popularity in India. We have discussed a number of times on our blog that term plan is the best form of life insurance since it is a...

In recent past, the word "direct plan" has created the buzz among the Mutual Fund Investors and has gained popularity. Direct plan may seem to be getting popular but I think Investor should not rush towards direct...

It is a private advisory firm which caters primarily to the financial management needs of ultra-high net worth individuals (ultra HNIs) and families. There is no universally applicable definition for either ultra...