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Economics | May 19, 2022
Bharat Ki Khoj - Interview of Mr Nilesh Shah, Group President & MD Kotak Mutual Fund by Pawan Mehar.

Fundvaliz Presents Nivesh Simplified - Bharat Ki Khoj. Mr Nilesh Shah, Group President & MD, Kotak Mutual Fund talks candidly about Bharat ki Khoj with Mr Pawan Mehar Founder of Fundvaliz. In the first part of the interview Mr Nilesh sha....

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Mutualfund | May 13, 2022
Investing in Mutual Funds in the Name of a Minor

How can I invest in a mutual fund in the name of my minor child? If you are a parent or going to be a parent, then it is obvious that you want your kids to have the best of everything. So, you need to plan for your child’s education if you w....

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Mutualfund | May 06, 2022
3 Asset Allocation Strategies

3 Asset Allocation Strategies That You Need to Know Most of us want to reduce the risk and get a better outcome in our investment portfolio or other areas of life. And, one of the ways to improve investment returns is through asset allocation....

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Loans | Apr 23, 2022
Loan against mutual fund units

How Mutual Fund Investment Can Help You During EmergenciesPreparing for emergencies is the first step in any financial plan. Having a certain amount of money parked in a savings account or liquid fund can help to tide over difficult scenarios. How....

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Mutualfund | Apr 18, 2022
How couples can invest in Mutual Funds

4 Things That Couples Should Keep in Mind While Investing In Mutual Funds If you are married, you may spend a lot of time with your better half, helping them solve their problems, planning vacations or just relaxing at home. However, coup....

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Mutualfund | Apr 15, 2022
National Pension System

Basics of National Pension System The National Pension Scheme (NPS) is a retirement solution that aims to help individuals plan for retirement and help accumulate wealth. Through regular contributions, users can get the provision of a monthly....

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Mutualfund | Apr 01, 2022
5 Things To Do At The Start Of The Financial Year

5 Things To Do At The Start Of The Financial Year The new financial year 2022-2023 is here. If you want to become disciplined with your finances, doing certain things at the start of a new financial year can simplify your financial planning n....

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Mutualfund | Mar 24, 2022
Child Education Planning

Why Should You Plan for Your Child’s Education? Saving and planning for your child`s education can be a daunting task for many parents. The level of responsibility and the amount of money that one has to save and invest requires a lot of wis....

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Mutualfund | Mar 14, 2022
Borrowing against mutual fund Units

How Mutual Fund Investment Can Help You During Emergencies Preparing for emergencies is the first step in any financial plan. Having a certain amount of money parked in a savings account or liquid fund can help to tide over difficult scenari....

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Mutualfund | Mar 11, 2022
Bonus & Increment

By now your organisation must have handed out the bonus and increment. If you are one of the few lucky people to receive an increment and bonus or at least one of the two, it is crucial that you use it wisely and don’t squander it. Planning you....

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Equity | Mar 08, 2022
Fundvaliz Nivesh Simplified on Women's Day with Swati Kulkarni, Fund Manager - UTI Mutual Fund.

Welcome to Fundvaliz Nivesh Simplified,At Fundvaliz Nivesh Simplified We bring to our listeners very eminent personalities in the investment world and understand their ways of investing.Our Objective of the Fundvaliz Nivesh Simplified show is to s....

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Mutualfund | Mar 07, 2022
What to do if there is a LOSS in Mutual Funds

What to Do if You Are Losing Money in Mutual Funds? The performance of the underlying securities and the broader markets are two factors that decide whether your mutual fund portfolio will be in green or red. Mutual funds don’t guarantee ....

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Mutualfund | Mar 01, 2022
Why you should stop looking at "Past Performance"

Have you ever got stuck up in traffic? I am sure you have. Just imagine your car is new brand with powerful engine, but unable to move an inch because of heavy traffic. And you get what? Frustrated! What happens when you cannot move but the sma....

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Mutualfund | Feb 25, 2022
What to do if there is LOSS in Mutual Funds

What to Do if You Are Losing Money in Mutual Funds? The performance of the underlying securities and the broader markets are two factors that decide whether your mutual fund portfolio will be in green or red. Mutual funds don’t guarantee ....

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Mutualfund | Feb 15, 2022
What Debt fund means to investors

Everything You Wanted to Know About Franklin Templeton Winding 6 Funds In the last few days, debt funds and Franklin Templeton have been news. This has resulted in panic among debt fund investors. In this article, we will explain the scena....

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Mutualfund | Feb 10, 2022
Woman and Investment

Hey Woman! It’s Time to Take Control of Your Money Women of today are different. They have gone places and made big strides in all fields. Women take charge of their career and don multiple hats. While many women go for solo trips around the ....

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Mutualfund | Feb 01, 2022
What should you choose to save tax?

ELSS vs PPF: Which Tax Saving Instrument Is Better “...but in this world nothing can be said to be certain, except death and taxes.” Benjamin Franklin While we can’t get clever with death, we can be smart with taxes and save our hard ea....

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Mutualfund | Jan 31, 2022
Why term insurance?

Why you should get term insurance right now We all love our families and want the best for them. We try to fulfil their wishes to the best of our abilities. One easy and simple way to show your love for your family and to make sure that they ....

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Personal Finance | Jan 25, 2022
Why being a miser in these 3 aspects is not a good idea.

From our childhood, we are taught not to waste money and always go for the cheapest available option. But not all things that appear to be expensive are bad for your pocket. Some of the things have far fetching positive impacts, help us save us....

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Personal Finance | Jan 11, 2022
Top 5 Financial mistakes of investors.

5 top financial mistakes to stay away from To err is human. We make mistakes all the time, whether it is our professional life or personal life. These mistakes help us to make the right decisions. We also make a number of financial mistake....

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Mutualfund | Dec 24, 2021
Want to know your SIP returns? Calculate it using

Want to know your SIP returns? Calculate it in 3 Simple steps using XIRR Do you invest in mutual funds through a Systematic Investment Plan (SIP)? Or, do you invest in mutual funds from time to time? For most of us, investments and redemptio....

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Mutualfund | Dec 15, 2021
What are Target maturity funds

Want inflation-beating predictable returns? Check out Target Maturity Funds Are you looking for a mutual fund that gives you predictable returns without stock market investments? You may look at target maturity funds. Target maturity fun....

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Mutualfund | Nov 25, 2021
Understanding Risk

Personal finance is everything to do with managing your money and Saving and investing. We are sharing series of articles where we shall discuss 9 useful personal finance concepts which everyone should know and learn. In this first part we s....

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Mutualfund | Nov 10, 2021
Understanding Return

Understanding Return Calculating return would have been easier, if we had been investing exactly for one year. But that doesn’t happen in practical world. Investment is normally done in staggered manner and each investment is not kept for sa....

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Mutualfund | Nov 03, 2021
Money lessons from Diwali

4 Money Lessons from Diwali Diwali is the festival of lights, and we all celebrate Diwali with lot of pomp and enthusiasm. Families clean homes, get together, exchange gifts, light lamps, etc. It is also the time when many people make big ti....

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Mutualfund | Nov 01, 2021
Understanding-Asset-Allocation-Fundvaliz

As the classic proverb says, ’Don’t put all eggs in one basket’, Investor also must diversify his/her portfolio into different asset classes. Why? Reason is very obvious – to reduce the risk. There are mainly 5 asset classes, namely; Equity, Debt....

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Mutualfund | Oct 15, 2021
Types of Life Insurance Policies

5 Types of Life Insurance Policies When we think about money, the first thing that comes to our mind is investments and the rate of returns that these investment options can fetch. We tend to delay buying a life insurance cover as most of us ....

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Investment Myths | Oct 07, 2021
7 Myth about Mutual Funds

7 Mutual Funds Myths That You Should Ignore Do you want to invest in mutual funds? But you don’t have enough understanding about it or do you think that mutual funds are not for you based on what others have said? Well, don’t worry. We are he....

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Mutualfund | Oct 01, 2021
Transmission of mutual funds

How Can You Claim Mutual Fund Units After Death of the Holder? Most of us invest in mutual funds or other investment options to achieve our individual and family member’s life goals. But do you know the process that your loved ones have to c....

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Mutualfund | Sep 27, 2021
Three features - SIP, STP and SWP

The three systematic ways to manage mange your investment and withdrawal: Raise your hand if you have ever heard about SIP? However, do you know everything that you should know about SIP? In this article, we will dig deep to understand how S....

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Mutualfund | Sep 20, 2021
Tax on SIP

Know how SIP investments taxed For the last few years, Systematic Investment Plans (SIPs) have become one of the popular ways to invest in the markets through mutual funds. However, before the reintroduction of Long-Term Capital Gains (LTCG) ....

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Mutualfund | Sep 15, 2021
Steps to never run out of money

Simple Steps to Never Run Out of Money Do you earn a handsome amount of money but have no clue where your money goes? Do you run out of money every month? This blog is about the best ways of staying in control of your finances and never run out ....

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Mutualfund | Sep 15, 2021
Quant Mutual Funds

Everything that You Need to Know About Quant Mutual Funds Artificial intelligence (AI) and Machine Learning (ML) have become a part of our daily lives. From navigation through Google Maps and social media feed, we can find the presence of AI....

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Mutualfund | Sep 01, 2021
Sovereign Gold Bonds

Is Sovereign Gold Bonds a good investment option? Diversification is one of the essential facets of financial planning. Diversification helps investors to minimise their portfolio losses. It is because different investment options react diffe....

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Mutualfund | Sep 01, 2021
Active fund vs Passive fund

Active funds vs passive funds: Which one should you choose? Mutual funds have become a hot topic of discussion among everyone. The general curiosity among people about mutual funds have increased, especially after the ‘ Mutual Fund Sahi Hai’....

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Mutualfund | Aug 30, 2021
SIP and present bias

How SIP takes care of Present Bias? You must have heard about the Systematic Investment Plan and the importance of setting up a SIP. But what is the reason behind Systematic Investment Plan or automating your savings and investments? This ....

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Mutualfund | Aug 25, 2021
Should You Invest in REITs?

Should You Invest in REITs? Today’s investors have several investment options to fulfil their different goals: income generation or building wealth. And REITs is one such new investment avenue. From a global context, REITs are nothing new.....

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Mutualfund | Aug 20, 2021
Should you invest in debt mutual funds or FDs?

Capital safety, the rate of returns, lock-in period and taxation are some of the key features those can help you select between debt mutual fund and fixed deposits. When it comes to investing, for many of us safety comes first and returns co....

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Mutualfund | Aug 18, 2021
Features of ELSS funds

12 Features of ELSS funds Equity Linked Savings Scheme is a type of equity mutual funds that offers tax saving and wealth creation. Here are a few unique characteristics of ELSS that make it an ideal investment option. 1. What is Equity Li....

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Mutualfund | Aug 16, 2021
Should You continue or stop your SIP?

Recently the data published in one of the new websites said that `New SIP growth falls 61% from April to December.` What does it mean? Does it mean that investment through SIPs is no longer attractive? Does it mean that Investors are moving awa....

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Mutualfund | Aug 10, 2021
Should i repay debt or invest?

Confused between paying off debt and investing? Here’s how to do it All of us have financial goals. While some want to buy a house, few would want to travel the world. And there are broadly two ways through which you can fulfil these goals i....

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Mutualfund | Aug 04, 2021
Self serving Bias

Understanding Self-Serving Bias & Why You Need To Take Responsibility How many times have you boosted your talent when things went right and luck when things did not go as planned? Most of us have done this multiple times and we are like....

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Mutualfund | Aug 02, 2021
Sectoral Funds

Sectoral Funds: Advantages & Disadvantages Many times, we get news that tells us about a particular sector such as banking sector or pharma sector beating the broader equity market. While such news may have piqued your interest in sectora....

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Mutualfund | Jul 16, 2021
Save tax and Plan retirement with Mutual Funds

For most Indians, retirement is the most ignored financial goals. From the beginning of career we start chasing short term goals which gives us short term gratification like buying a car, buying a New smartphone, vacation etc. Most of our savin....

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Mutualfund | Jul 13, 2021
Riskometer

All You Need to About the New Riskometer Does the risks associated with investing in mutual funds scare you? The market regulator, The Securities and Exchange Board of India (SEBI) has revamped the existing Risk-o-meter to make it easier ....

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Mutualfund | Jul 07, 2021
Retirement cannot be financed

What’s your retirement plan? Let’s play a small game. Pick the odd one out: Home Vacation Car Retirement Education Dream Wedding Could you figure the odd one out? It is retirement.You can take a loan for everything e....

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Mutualfund | Jul 05, 2021
Recency Bias

Everything You Need To Know About Recency Bias We have all tried to butter up our parents; days before asking for permission to go out to party, haven’t we? Hoping that based on your recent behavior, they’d grant you the permission? Even our ....

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Mutualfund | Jul 01, 2021
Real Estate Investment Trust Funds & Mutual Funds

What is REITs and REIT mutual fund? What is REIT? The financial market is expanding with the growth of new investment instruments, and one such investment option is REIT. A Real Estate Investment Trust (REIT) is a company that owns or oper....

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Mutualfund | Jun 28, 2021
Prioritise Your Financial Goals

4 Ways to Prioritise Your Financial Goals Most of us have many financial goals. Buying a car, buying a house, vacations are few of the different financial goals. However, if we list all our financial goals, we may get overwhelmed looking at t....

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Mutualfund | Jun 25, 2021
Power of compounding

Know how the power of compounding works Imagine a snowball rolling down a mountain. What will you see? As the snowball rolls down the mountain, it gathers snow and becomes a bigger ball. Compound interest does the same thing to our money. Co....

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Mutualfund | Jun 23, 2021
Planning for your splurges

Having a hard time following your budget? Plan for your Splurges We all work hard to earn money. Saving and investing money is essential, as it can help you have a better future. After taking care of necessary expenditures and investments, y....

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Mutualfund | Jun 21, 2021
Overnight funds

All You Need to Know About Overnight Mutual Funds Did you know you can invest in a mutual fund for a day? Yes, you can invest for a day in an overnight fund. What are Overnight Mutual Funds? Overnight fund is a type of debt fund that inv....

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Mutualfund | Jun 21, 2021
Myths of SIP

Top 6 Common SIP Myths Systematic Investment Plan (SIP) is on everyone`s lips. The various campaigns done by the mutual fund companies and industry has ushered SIP revolution in the country. According to the data from the industry trade ....

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Mutualfund | Jun 18, 2021
Overconfidence Bias

Do you have overconfidence bias? Find it out We all are familiar with the word ‘overconfidence’. While confidence is good and very much required, overconfidence tends to blur our rational decision-making capacity. There is a thin line between....

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Mutualfund | Jun 18, 2021
Mutual funds for NRI

Are you an NRI? Here’s Everything You Need to Know about Mutual Fund Mutual fund is a popular investment tool for individuals as it helps them to achieve their financial goals. Mutual fund is for everyone as it comes in different shapes and ....

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Mutualfund | Jun 16, 2021
Multi cap funds to undergo changes.

Multi cap fund is a category of equity mutual fund that can invest in stocks of all sizes such as large cap, mid and small-cap stocks. According to the SEBI’s earlier definition, multi cap funds have the flexibility to invest in different categ....

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Mutualfund | Jun 16, 2021
New Tax Regime or Old Tax Regime

Time to Choose Your Pick: New Tax Regime or Old Tax Regime? It is again the time of the year when you have to submit your investment details to your employer. This year, you will have to choose between the old tax regime or the new tax struc....

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Mutualfund | Jun 14, 2021
Multi asset allocation funds

Multi Asset Allocation Funds: Features & Limitations Markets change all the time. During the early part of 2020, everyone’s eyes were on gold prices and international equities. And, now the equity markets are back to the pre-pandemic lev....

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Mutualfund | Jun 09, 2021
Loss Aversion bias

Do you suffer from Loss Aversion bias? Losses pinch us harder than gains. Whether it is a loss of a friend or losses in investing, losses tend to have larger control over our lives. We may like to think that we make sound decisions, espec....

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Mutualfund | Jun 07, 2021
Liquid Funds Vs Arbitrage Funds

Liquid Funds Vs Arbitrage Funds There are different mutual funds, and they serve different purposes. Some mutual funds help to achieve long-term goals while other funds cater to our immediate cash requirements. Liquid funds and arbitrage f....

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Mutualfund | Jun 03, 2021
Liquid Fund

Importance of Liquid Funds Are you worried about the impact of declining interest rates on your savings account and fixed deposits? If you are looking for an option where you can park your money at minimal risk and get higher returns tha....

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Mutualfund | Jun 01, 2021
Lessons from Yoga

5 Investment Lessons from Yoga Most of us are aware of yoga and its multiple benefits. Theseadvantages of yoga have made it popular among individuals in different stages of their life. Regular and correct yoga practice can boost physical and....

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Mutualfund | May 26, 2021
Investment tips for Youngistan

Investing as a newbie After one lands in a job, the first thing that most parents will tell is to save money. Saving money, especially for someone who is in their first job and living alone in a big city, may not be easy. But it is also not ....

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Mutualfund | May 25, 2021
International Funds

What are International Funds? Should you invest in International Funds? We all use Google, Facebook, and Amazon on a day-to-day basis. But have you thought about investing in these companies? International funds lets you invest in internatio....

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Mutualfund | May 24, 2021
Importance of Portfolio review

While investing for any specific goal, we always assume some rate of return from the investment based on some rationale. Actual return may vary time to time from assume return, so it becomes very important to check whether we are getting that r....

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Mutualfund | May 21, 2021
Importance of financial planning

6 Benefits of Financial Planning What is the first thing that we do to accomplish our career goals and other goals? We plan. Planning is the first step towards fulfilling our goals. Similar is the case with our finances and financial goals. ....

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Mutualfund | May 20, 2021
How to re-balance your Mutual Fund Portfolio

How to Rebalance Your Mutual Fund Portfolio A mutual fund is a popular investment option through which one can invest in a portfolio of securities such as stocks and debt investments. There are multiple types of mutual funds to cater to y....

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Mutualfund | May 19, 2021
How to calculate SIP returns

How to Calculate SIP Returns? There is no doubt that Systematic Investment Plans (SIP) has become one of the popular means to invest in mutual funds. After setting up an SIP, the investors invest a pre-determined amount of money at regular i....

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Mutualfund | May 18, 2021
How to achieve Financial Freedom

6 steps to financial freedom Freedom sounds sweet. While we have achieved political freedom way back in 1947, many still struggle with financial freedom. Everyone wants to be financially free and it is not something that is exclusive for jus....

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Mutualfund | May 17, 2021
Home Loan EMI Vs SIP

Combination of EMI and SIP can save you lot of money What if your Home loan tenure is reduced without increasing EMI, even if the interest rate remains the same? Sounds interesting? Read it. In year 2010, I bought the flat into the Ahmeda....

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Mutualfund | May 14, 2021
Hindsight Bias

All about ‘I Knew It’ Bias Do you get the feeling that you always knew how a situation is going to unfold? Well, it is not uncommon to feel that way. Most people assume that they could predict the outcome. However, we make many predictions. ....

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Mutualfund | May 13, 2021
Herd Mentality

Herd Mentality: The Investor’s Version of Peer Pressure As a person, we all love to fit in. Being a part of the community and doing what everyone else is doing makes us feel safe. Or, is it? What if it was just danger wearing a mask. For ....

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Mutualfund | May 10, 2021
Health Insurance

6 Reasons Why Health Insurance is Important Do you have health insurance? Do you think the health insurance provided by your employer is adequate? There is a popular saying that `health is wealth`. In the modern context, deteriorating heal....

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Mutualfund | May 06, 2021
Health insurance for senior citizens

How can Senior Citizens Get Health Insurance? For many people, life after 60 is like a second inning. They have paid their debt, educated their children, and made them capable of standing on their feet. So, senior citizens have enough tim....

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Mutualfund | Apr 01, 2021
Diff. Between Tax Free and Tax Saving Investments

Difference Between Tax Free and Tax Saving Investment Death and taxes are the two certain things in life. Taxpayers keep looking for investment options that may provide them with satisfactory tax benefits. There are various options to help y....

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Mutualfund | Mar 27, 2021
Focus on financial goals

Are you chasing returns? Focus on goals instead Tell anyone that you have invested in mutual funds, and the first question that they are most likely to ask is how they are performing, i.e. what are the returns. Returns are the first and proba....

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Mutualfund | Mar 26, 2021
Financial Strategy in lockdown

Things to Do To Build a Stronger Financial Base during Lockdown Staying inside the house is the best thing to do in the current scenario. While staying indoors may be frustrating for many people, it can be used to put a few areas of your lif....

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Mutualfund | Mar 25, 2021
Financial planning for child future

Steps to Plan for your Child’s Future Financial planning for the child’s future has become an indispensable part of financial planning.Earlier, public education took care of the educational needs.Times have changed and getting quality educat....

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Mutualfund | Mar 24, 2021
Financial Mistakes

Are you a Mutual Fund Investor? Don`t Make These 4 Financial Mistakes "The proactive approach to a mistake is to acknowledge it instantly, correct and learn from it." - Stephen Covey To err is human. We all make mistakes in different ....

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Mutualfund | Mar 23, 2021
Financial lessons for your child

6 Simple Ways Parents Can Teach Money Lessons to Their Kids Did you know children learn money-saving habits by the age of seven? However, many parents are not comfortable or are very reluctant to talk about money with their kids. But it is a....

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Mutualfund | Mar 23, 2021
Financial Minimalisation

Financial Minimalism and Financial Freedom Most of us strive to be financially independent. While financial freedom may look differe/nt for different individuals, we all want to have multiple options at our hands. And the dream to retire ....

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Mutualfund | Mar 22, 2021
Financial Compatibility

Are You Financially Compatible With Your Partner? The wedding season is in full swing. Indian marriages are not just the marriage of two individuals but the entire family. While we tend to focus on the annual package and family’s financial si....

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Mutualfund | Mar 19, 2021
Familiarity Bias

All about familiarity bias “Investor’s chief problem and his worst enemy is likely to be himself.” – Benjamin Graham We like to believe we make rational decisions. Not just that, we also believe that your feelings and emotions don’t play ....

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Mutualfund | Mar 17, 2021
Duration Fund

Why You Should Care About Duration Funds? Have you ever wonder what strategies do debt fund managers use to generate returns? Accrual Strategy and Duration Strategy are the two strategies that are used to manage debt funds. Broadly speaking,....

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Mutualfund | Mar 16, 2021
Dynamic asset allocation fund

Everything you need to Know about Dynamic Asset Allocation Funds In the past few months,market performance has been volatile. Proper asset allocation is one of the best ways to navigate market uncertainty. Asset allocation is the process whe....

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Mutualfund | Mar 15, 2021
Do not rely only on EPF for your retirement

Why you shouldn’t depend only on EPF for your retirement? When most people think of retirement, they think of employer benefits like Employee Provident Fund (EPF). While this is a great option, but it is not the only one. You can supplem....

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Mutualfund | Mar 12, 2021
Diversified funds vs focussed funds

Diversified Funds vs Focussed Funds: Which One Should You Choose? Fund managers use different investment strategies to manage mutual funds on behalf of their investors. Based on the strategy, fund houses categorise mutual funds into differen....

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Mutualfund | Mar 11, 2021
Direct Stock Vs Equity Mutual Funds

Direct Stocks vs Equity Mutual Funds: Which is Better? If you ask anyone if they have invested in equities, the most common response that you will get from them is, ‘nobaba;it is very risky. I am happy with my fixed deposits.’ Their response....

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Mutualfund | Mar 09, 2021
Different Types of SIPs

What are the Different Types of SIPs? “Success isn’t always about greatness. It’s about consistency. Consistent hard work leads to success. Greatness will come.” – Dwayne Johnson It requires consistency to achieve a lot of things in life. S....

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Mutualfund | Mar 08, 2021
Different types of Debt Mutual Funds

A Primer on the Different types of Debt Mutual Funds Are you scared of investing in mutual funds because it invests in the equity markets? Most of us assume that investing in mutual funds is akin to investing in the stock market. However, th....

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Mutualfund | Mar 05, 2021
Stamp duty on Mutual Fund Investments

All you Need to Know about Stamp Duty on Mutual Fund Investments There are different costs associated with mutual fund investment. Expense ratio is the annual fee that fund houses charge from its investors. Till this July, there was no fee f....

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Mutualfund | Mar 05, 2021
4 reasons why you need a financial advisor?

Before we understand the importance of financial advisor, answer this one simple question. Did you take the help of a CA or a tax consultant to file your ITR returns this year?While it can be done for free on the income tax department, we st....

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Mutualfund | Mar 02, 2021
Gold investment options

Gold MF vs Gold ETFs vs Sovereign Gold Bond: Which is the best option for you? Did you know that you don’t have to buy physical gold to invest in gold? Gold ETFs, Gold mutual funds and sovereign gold bonds are the three best ways to invest i....

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Mutualfund | Feb 25, 2021
Types of mutual funds

Here’s How To Select The Right Type Of Mutual Fund We all love to have choices in different aspects of our life. Whether it is books, clothes or career, options are essential. Everyone has different inclinations and tastes, and hence, selecti....

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Mutualfund | Feb 05, 2021
Credit Risk Funds

Credit Risk Funds: Features & How to Invest Most of us are aware of the different types of equity funds. Large cap funds, small cap funds and mid-cap funds are some popular categories of equity funds. However, many individuals are no....

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Mutualfund | Feb 03, 2021
Covered Bonds

Should You Invest in Covered Bonds? Everyone seems to be talking about covered bonds. The increase in the demand for these instruments is clear. As per the ICRA’s report, Indian issuers have sold covered bonds worth Rs. 2,218 crores in FY2021....

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Mutualfund | Feb 01, 2021
Corporate Bonds

What are Corporate Bond Funds? Companies need to raise funds to carry out their operations. While many of us aware of the stock markets, corporate bond market is another way to raise funds. Corporate bonds are securities issued by corporate....

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Mutualfund | Jan 29, 2021
Debt funds are now more secured with new regulatio

Worried about investing in debt funds? Debt funds are now safer In the last few months, there has been a lot of volatility in the debt market. For many investors, investing in debt mutual funds was riskier than equity funds. In all started w....

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Mutualfund | Jan 29, 2021
Corona virus and investment

Coronavirus: How to prepare for uncertain times Uncertainty is a fact of life. There are many situations outside our control and these events can hurt your investments. While controlling the markets may be out of our reach, we can easily plan....

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Mutualfund | Jan 28, 2021
Confirmation Bias

Everything You Need To Know About Confirmation Bias Have you formed a wrong opinion of someone in your head? In a way that no matter how much good they ever do, you’d keep them at arm’s length, and nothing they do or say would budge your opin....

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Mutualfund | Jan 26, 2021
Common mutual fund terms

10 Terms You Should Know About Mutual Funds Are you afraid of investing in mutual because of the technical jargons? Or have you invested in mutual funds but don’t know about the terms associated with mutual fund investing?Don’t worry. In this....

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Mutualfund | Jan 22, 2021
Children Education Planning

Why Should You Plan for Your Child’s Education?Saving and planning for your child`s education can be a daunting task for many parents. The level of responsibility and the amount of money that one has to save and invest requires a lot of wisdom ....

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Mutualfund | Jan 20, 2021
Budget 2022 Highlights

Budget 2022 Highlights: Key Takeaways for Investors On Tuesday, Union Finance Minister Nirmala Sitharaman presented the Union Budget for the financial year 2022-23. Let us look at some of the important announcements made by the finance....

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Mutualfund | Jan 18, 2021
Bucket Strategy

Bucket Retirement Planning vs Systematic Withdrawals for Retirement Planning Retirement planning is not just about when to take retirement benefits. It is also about how much to take. You can use many methods to create a stable income flow f....

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Mutualfund | Jan 15, 2021
Best fund vs Right fund

The Right Fund vs Best Mutual Fund Every one of us wants the best things in the world. The best clothes, shoes, cars and the list goes on. Seeking the best things is fine in all the other areas but not when it comes to selecting a mutual fund....

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Mutualfund | Jan 06, 2021
Benefits of Mutual Funds

Different Benefits of Mutual Funds Mutual funds are on everyone`s lips. Mutual funds have become a hot topic of discussion among friends and colleagues. You might be aware of what is mutual funds, however, are you aware of the various benefi....

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Mutualfund | Jan 05, 2021
All you need to know about Emergency Fund

Emergencies come unannounced. No one can predict when it is going strike. The only thing that we can do is to prepare ourselves for any unforeseen circumstance. Having an emergency fund will help you to tide over emergencies like accidents, job....

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Mutualfund | Jan 04, 2021
All you need to know about Asset Allocation

Things you always wanted to know about asset allocation Imagine that you have a pizza in front of you. But the pizza has six different types of toppings with different crusts. Would not that be awesome? Now think that the pizza is your in....

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Mutualfund | May 12, 2020
How does Goal Based Investing approach help you to select Mutual Fund?

Planning a investment without goal is just like planning a journey without destination .We always have a plan for all the small or big important activities and events in our life. Even in our day to day life we are knowingly or unknowingly sys....

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Mutualfund | May 08, 2020
Why Arbitrage Funds are favorites among investor for a decade?

Lets dig in arbitrage fund by understanding their Key Benefits. - Arbitrage funds rank high in pecking order when it comes to safety of capital. The objective of the fund is to create market neutral position by buying a stock in cash marke....

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