Who should appear for this certification? This certificate is meant for financial services professionals, customer relationship officers, insurance agents, mutual fund advisers and those looking to make their career in the financial services industry. Which institute conducts the test?… Read more
Author: Admin
The ABC of REITs
Real Estate Investment Trusts (REITs) pool money from various investors and invest in real estate ventures. While real estate ventures are usually too hard on the pocket for an average retail investor, investing in REITs gives her alternate channel of… Read more
What matters when you plan to invest in MF for long-term?
One of the goals of many investors when putting money into mutual funds is to have a long term outlook. This is a positive thing because it enables them to start off on the right footing but one also needs… Read more
It is time to realign your debt fund strategy
The flooding of liquidity in the banking system following the demonetisation move has led to an impact in the debt markets also. The high amount of liquidity means that there is enough liquidity available for use in the system and… Read more
Why you should be investing in arbitrage funds now?
In the last week of Dec 2016, while calendar year (amid De-monetization) was coming to end and we were on the way to 2017, few HNI clients called up, asking why ultra short term funds (UST) are giving negative return… Read more
What matters when you plan to invest in MF for long-term?
One of the goals of many investors when putting money into mutual funds is to have a long term outlook. This is a positive thing because it enables them to start off on the right footing but one also needs… Read more
5 most common mistakes that first-time MF investors make
The advent of online investment platforms and eKYC has eased mutual fund investing for beginners. This ease is encouraging many first-time investors to take a DIY (Do-It-Yourself) approach rather than depending on financial advisors for expert advice. However, the lack… Read more
Do you know this about using demat facility for investing in MF?
The facility of demat accounts is available for investing in mutual funds but there are questions in the minds of investors as to when these should be used. The right conditions need to be present to enable investors to ensure… Read more
Time to go for short-term bond funds, avoid long-term gilt funds
It is the time to change the stance – for both the RBI and the fixed income investors. With a spike in yields in bond markets after the monetary policy review, experts advise investors to stay away from long term… Read more
Mutual fund schemes’ mergers and their tax impact on investors
There are different tax implications for various actions that are undertaken by an investor but often the situation can become complicated. The same action undertaken by different entities could result in a different tax outcome and one has to be… Read more