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.
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.
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