Topics to discuss: -Whats the story behind the fund managers not beating benchmarks over the last 1 year? Q & A -I want to reinvest the cap gains of about…
Continue reading
Topics to discuss: -What are the important criterias to select mutual funds? -What is a factsheet and where can we find it? -How to assess a fund’s factsheet? -How do…
Continue reading
Topics to discuss: -With the anticipated change in the interest rate cycle in 2024 , how should you change your strategy in your portfolio? -Based on the tactical bets, what…
Continue reading
Topics to discuss: – What is the difference between FMP or FD on the basis of return, taxes? – What are the advanatges of FMPs? – Should an investor invest…
Continue reading
Why is it important for the individuals to be aware of each other’s money behaviour & mindset before embarking on the journey of wealth creation, accumulation & preservation. To learn…
Continue reading
Topics to discuss: – What are the benefits that comes with index funds? – Do Index funds form part of your core portfolio. What should be the approach? Click here…
Continue reading
Topics to discuss: – How are child care mutual funds different from other mutual fund schemes? – How does the allocation in the these funds work and what are the…
Continue reading
What’s been the observation on food budget by a financial advisor? Has eating outside food become a habit? How can savings from this category improve our health & contribute to…
Continue reading
Topics to discuss: – What is the significance of savings a/c for an investor? – Does it provide inflation beating returns? – Is investing in mutual funds via SIP still…
Continue reading
Topics to discuss: – How should an investor plan for emergency and risk mitigation – What should be the SIP or lump sum amount an investor should start with and…
Continue reading
