The latest IA guidelines from SEBI would adversely affect Individual, Fee-only Planners. SEBI Registered investment adviser explains why this is so and how a fee-only model is superior to an asset-based model.
Continue reading →A discussion on what affected investors should do after the Vodafone Idea bond downgrade. Affected mutual funds have started side-pocketing their exposure.
Continue reading →A simple explanation of what is a ‘side-pocket’ in mutual funds, when it is created, how is it useful to investors. An easy-to-understand FAQ
Continue reading →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
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