Over the past 2 years, many senior citizen relatives complained to me how managing regular monthly expenses was becoming challenging with cut in bank interest rates. On a deposit of Rs 50 lakhs, senior citizens have seen their...Read More

In this multi-part series we have discussed how to select the best mutual fund schemes. In our previous part, Do you know the most important parameters in selecting mutual funds, we discussed 4 simplefactors to consider, when...Read More

Selecting the right mutual fund for your investment needs is not the simplest of endeavors. Investment needs can be varied and there are thousands of products in the market. Despite some negative perceptions about the mutual...Read More

In our previous post, Did you know what to analyze and ignore when selecting equity mutual funds, we discussed the difficulties in selecting equity mutual funds, despite the plethora of information available online. Many investors use...Read More

Awareness of mutual funds is growing in our country. Financial advisors are now spending a lot of time on research to provide better advice to their customers. There is a proliferation of mutual fund related contents like blogs, research...Read More

Capital appreciation and income are two primary investment goals. Mutual funds provide multitude of investment solutions for both these objectives for different risk profiles. However, in India mutual funds are mostly associated...Read More

About a year back, I wrote an article on mutual fund capital loss tax credit (please see our post, Mutual Fund Capital Loss: Tax Implications). Our target audience of this topic was primarily short term investors and traders. However...Read More

The pursuit of perpetual motion machines obsessed many scientists and engineers in Europe for centuries since the middle ages. Some readers may think why we are taking about perpetual motion machines in a finance...Read More

In the first part of our two part blog post, How you should invest in debt mutual funds: Short term versus long term, we discussed the basic difference between short term and long term debt funds. We also discussed how these two types...Read More

2017 was a great year for the stock market and mutual funds. As per December 2017 AMFI data, industry wide assets under management in equity and balanced funds rose 77% year on year. Even after factoring in value...Read More