In the previous article we looked at what are Mutual Funds and whom they are suitable for. In this section we will focus on the various types of Mutual Funds which can be categorised as...
The year 2020 has been one of the most devastating years in recent memory. We continue to endure a pandemic, which not only has had global economic and geopolitical effects, but also has more devastatingly...
Dematerialisation is the process through which physical shares and securities are converted into electronic format. So, if a trader or an investor wants to dematerialise his physical securities such as share certificates, government securities, bonds,...
Well-known US-based independent investor Ralph Seger once said: “An investor without investment objectives is like a traveler without a destination.” He is right. One should invest only after identifying goals. Conventionally, investment planning used to...
Mutual Fund investments have gained huge traction in the recent years and are now a popular investment avenue for the masses. Mutual fund investments have registered a massive seven-fold growth in the last ten years...
One of the most important goals of investing is to maximize your returns. However, there are several financial instruments that may be used for investment. You may not have the knowledge to make the right...
Aditya will be retiring now at the age of 60. He was on deputation to Colombo by his employer from 2008. He is having a portfolio of mutual funds which is meant for his retired...
Ask, answer, and act! In the previous article of this series, we saw that financial planning is an activity that ensures an individual and his loved ones can face planned/unplanned expenses at any point in...
Premier Equity Fund is an unrestricted diversified equity scheme that invests across market caps following a ‘buy and hold strategy’. The scheme has been designed to invest in new promising companies at cheap valuations and...
HDFC Prudence Fund has been a consistent performer in the Balanced Fund category. The scheme aims to provide periodic returns and capital appreciation over long-term from a judicious mix of equity and debt instruments. The...