Latest Saving, Investing & Mutual Fund Articles

In our previous article, we had discussed how personal financial planning can help you meet your short term, medium term and long term financial goals. Developing an effective financial plan and executing...

Many investors think that a big deal is made out of personal financial planning. They say that, if you save regularly and invest wisely, then you will be able to meet most of your goals. However, investors without a well...

Small and midcap funds category has outperformed large cap and diversified equity funds categories in the last one year (please refer to our article Small and Midcap funds are now outperforming large cap funds)...

While the performance of equity funds last year had been in general, lackadaisical, the performance of the small and midcap funds category has been particularly tepid. The average return of small and midcap...

Life insurance is essential for the financial protection of your family in the event of an unfortunate death. However, insurance buyers often focus on other considerations like tax savings, premiums or investment returns...

Retirement planning is one of the most important aspects of financial planning. The fundamental goal of retirement planning is to achieve financial independence in your retirement years. The other important...

The Kotak Select Focus fund has delivered superior returns compared to the category of diversified equity funds and the S&P BSE 100 index, over the last one, two and three years’ time periods. The fund adopts an active...

Retirement planning is a complex but a very important topic, especially in today’s context as our country is going through a process of economic and social transformation. Some of these changes are...

Asset allocation is the most important aspect of financial planning. A lot of investors allocate a sub-optimal proportion of their portfolio to equities. This is because the risk appetite of investors in India is low...

From working with financial advisors for many years, I have observed many justifications for spending the majority of their workday in the office. Here are six of them...