Category: Re-assemble

what should be my first mutual fund?

Yesterday, we considered How to start investing in equity Today, let us discuss what should be the first mutual fund for a young earner or for new mutual fund investors. The financial services industry makes a big deal out of risk profiling. You cannot take theoretical answers about market volatility and provide investment advice on that! The […]

How to start investing in equity?

This weekend, in a two-part re-assemble series posts, let us consider: (1) How to start investing in equity and (2) what should be my first mutual fund?. The transition from the comfort of fixed income to volatile equity can be quite dramatic. I discuss simple getting-started ways for investors new to equity. Investors make two […]

How to create a retirement income plan for 27-year old Amar (Case study)

We discuss how to create a retirement income plan with 27-year old Amar as a case study. We shall consider asset allocation for each year of investment before and after investment and how Amar can derive an inflation-protected income and be financially free after retirement. This is step 11 of Re-assemble, a series on the basics […]