Category: Mutual Funds

The prime minister has spoken and the finance minister has clarified. It seems, long-term capital gains on your equity mutual funds are not likely to be taxed in the budget. Still, there are so many theories floating around: short-term capital… Read more

Post demonetisation, piggy bank money accumulated by kids as gifts is finding its way to their respective bank accounts. Experts suggest parents use this money fruitfully and invest it in mutual funds in the name of the minor child. They… Read more

For over a decade now, mutual fund houses have been spreading the message about how systematic investment plans (SIPs) can help an investor achieve all of life’s goals, be it short term (a few months to a couple of years),… Read more

Achieving the right balance of debt and equity in an investor’s portfolio is always a challenging task. These decisions are largely influenced by the phase of the investors’ life: Phases in the investors’ life Different phases as per the principles… Read more

Mutual funds are a popular investment destination. However, the mutual fund industry has the problem of having several players. So an investor usually gets confused as to which fund house and which scheme to select. Many fund houses offer the… Read more

When you invest in mutual funds your risk tolerance play a very important factor. If you do not have high risk taking capacity but you take higher exposure in equities then you will be jittery whenever there is a downfall…. Read more

1) Invest through SIP: Best way to invest in mutual funds is investing through SIP every month. Each small amount invested through mutual fund every month would create a good amount over a period of time. Do you know that… Read more

After years of hard work while finishing his management studies, Mohan finally started working with a well known multinational. Coming from a lower middle class family, Mohan had witnessed the financial hardships his parents had to go through for his… Read more

Investors looking for a debt exposure in their portfolio generally opt for traditional debt instruments like Bank FDs (Fixed Deposits), Bonds, NSC (National Savings Certificates), Post Office, etc. Very few investors are aware that these are not the most tax-efficient… Read more

It’s month of November and most of us will be heading for submitting our investment proof to our employers in next few months. During this period tax planning takes a centre stage due to the last opportunity to invest for… Read more