685 investors rate their experience with SEBI registered fee-only advisors

We had recently surveyed clients of SEBI registered fee-only investment advisors and obtained 685 responses. These are the results and a discussion of key learnings. We thank everyone who has participated in this survey. Your contribution will make a big difference in improving fee-only advisor (FOA) services and client-advisor relations. Two types of questions were…

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There is more to retirement planning than building a large corpus!

All retirement planning discussions focus on beating inflation, investing enough and managing the corpus post-retirement. However, there is more to retirement planning than using calculators and investing right. As regular readers may be aware, I have been creating and using retirement calculators for more than 10 years now and have seen the results change from…

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Eight consistent aggressive hybrid mutual fund performers

Here are eight aggressive hybrid mutual funds that have consistently beaten CRISIL Hybrid 35+65 – Aggressive Index. We also discuss their downside protection consistency and performance against NIfty 100 TRI. The index comprises of S&P BSE 200 TR(65%) and CRISIL Composite Bond Fund Index (35%). The analysis was carried out for 33 aggressive hybrid funds,…

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