In this review of Tata Quant Fund, an open-ended equity scheme following a quant-based investing theme, we ask if artificial intelligence (AI) & machine learning necessary to beat the index/market
Continue reading →In a limited premium payment term life insurance, the policyholder pays the premium for only the first few years of the coverage period. This may seem profitable at first sight but here is how much one loses by opting for this
Continue reading →This is a list of important changes in ITR forms for Assessment Year 2020-21(Financial Year 2019-20) and how they are a further step in getting more information from the taxpayers to curb tax evasion and make life easy for compliant taxpayers.
Continue reading →A EPF corpus valued at Rs. 1300 in the financial year 1983-84 grew to an astounding Rs. 71.9 lakh in 2014-15. Power of compounding at its best. Here is what we can learn from it.
Continue reading →Investors in Franklin India Smaller Companies Fund are worried about its recent dip in performance. We evaluate its return and risk with respect to its benchmark to find out what investor should do
Continue reading →This is a FAQ and description of details of the newly introduced Arogya Sanjeevani Standard Health Insurance Policy by IRDAI. Will this make a difference?
Continue reading →This is a review and FAQ of ICICI Securities ETF Intelligent Portfolios (EIP) a new multi-asset ETF basket product. We discuss the pros and cons and who should invest
Continue reading →This is a momentum stock screener with low price volatility (Jan 2020). The screener covers 100 stocks from the Nifty 100 Index
Continue reading →Amar is 27 and salaried and hopes to retire by 58. Here is how he can plan for financial freedom in retirement. We shall consider how Amar can derive an inflation-protected income and be financially free after retirement.
Continue reading →Ten-year NIfty SIP Returns have decreased by almost 50% over the years and 15-year Nifty SIP returns have decreased by 25%. Why investors need to redefine their expectations from equity in the future
Continue reading →We analyse the performance of aggressive hybrid funds in 2019 in terms of risk and reward with various benchmarks and found eight funds that beat the Nifty with lower risk!
Continue reading →If you have trouble remembering and implementing what you read about investing, try the reading method explained by Venkatesh Jayaraman in this free ebook
Continue reading →How I achieved financial independence by tracking investments and increasing them instead of micro-managing and tracking monthly expenses. You can download the investment tracker that I use.
Continue reading →SEBI registered investment advisor Sriram Jayaraman discusses 11 Investment mistakes newbies and young earners should avoid in 2020!
Continue reading →A handpicked list of mutual funds (January 2020, first quarter) for both new & old investors to invest with a clear goal in mind.
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