Topics to discuss: -What do we actually mean by overlap in mutual funds? -How is over-diversification different from overlap? Is it the same thing?Why do investors feel that adding more…
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Topics to discuss: 1. Portfolio overlap and over-diversification have been discussed many times ā can you explain the difference between the two? 2. How can we avoid portfolio overlap? What…
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‘What is the idea behind the āBarni se Azadiā initiative by Money9 and HDFC Mutual Fund? Why have women traditionally taken a back seat in financial matters, and is that…
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‘-On Valentineās Day, people talk about matters of the heart. Why have you come here to talk about bills and bank balances? -Can financial stability make a relationship more satisfying…
Continue readingYour portfolio should not be rejigged unless your goals are due in the next two-three years. Read on… Click here to view the article.
Continue readingShopping during festivals can be a deep psychological experience, besides addressing your functional needs. Whether youāre a habitual spender or a needs-based shopper, you are sure to buy something even…
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Financial planning is required at every stage in life in order to live well and realise your goals. This exercise takes new dimensions when there’s a life partner in the…
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The Union Budget 2017 creates a wonderful opportunity for first time home buyers but puts a dent in real estate portfolio if someone owns multiple properties. How? Hear it from…
Continue readingāHow an IT couple realized their dream of a larger homeā
Keshav Prasad and Mohini Latha used their own funds, and a home loan which was also tax-efficient.
āTheir money was underutilised, and then they met a financial plannerā
Rajat Jain and Smriti Handa knew that their investments in real estate and fixed deposits were not ideal, but didnāt have the time or expertise to look at other products.
