If an individual Fixed-Fee-Only RIA engages with a client with a net worth of Rs 40 cr, then the RIA may have to live at below the official poverty line! SEBI RIA Avinash Luthria explains why SEBI’s new RIA regulations on the anvil can do more harm than good
Continue reading →Franklin AMC marked down Vodafone Idea bonds in their debt funds by 100% SEBI is said to be probing this action. Did Franklin do the right thing? Or should it have waited for the bond to default? A look at both sides of the argument.
Continue reading →A SIP in Hindustan Unilever (HUL) since Sep 2002 would have generated a growth equivalent to 31.22% annualized return! Out of which 1.6% is from dividends!
Continue reading →Ayushman Bharat Yojana is a government health insurance scheme for five lakh. We consider the features of the scheme and who is eligible.
Continue reading →Super top insurance covers are essential to handle large hospital bills. However, they suffer from a restriction that is not so obvious. Here is what you need to know
Continue reading →In a backward step, SEBI has proposed several harmful changes to regulations governing investment advisors in a consultation paper. We discuss why these affect investors’ and can kill fee-only advisory. You can write to SEBI and help stop these suggestions from becoming a rule.
Continue reading →Here are five interesting rules and lesser-known facts that apply only to ELSS (tax saving) mutual funds!
Continue reading →Let us find out how Mirae Asset Tax Saver Fund fares against Axis Long Term Equity Fund in terms of returns and risk
Continue reading →Here is why investors should not use mutual fund star ratings for selecting debt funds. When all risks are not factored in, the result would be misleading and expensive!
Continue reading →NAV of several Franklin Debt fund including, Franklin Ultra Short Bond Fund is down by 4-5%. This is possible due to a write-down of Vodafone Idea bonds A look at what investors should do now.
Continue reading →Screener for consistent, best-performing equity mutual funds in January 2020. You can screen on the basis of fund category & benchmark, risk and returns
Continue reading →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.
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