Blog

The Advantages and Risks of Investing in Sectoral Funds

Different types of mutual funds offer an array of investment opportunities catering to diverse financial goals and risk appetites. In this blog, we delve into what are Sectoral Funds and the advantages & risks of investing in them. What are Sectoral/ Thematic Funds? They are a type of equity mutual funds that focus on companies […]

9 January, 2024
Alternative Investment Avenues for High-Networth Individuals

The Indian investment landscape brings forth opportunities for various investor categories with diverse risk appetites & financial goals. Here’s a blog that delves into alternative investment avenues for High-Net-Worth Individuals (HNIs). Portfolio Management Services (PMS) PMS offer tailored professional services to manage portfolios aimed to achieve specific investment goals. SEBI-registered portfolio managers can offer the […]

4 January, 2024
New Fund Offerings (NFOs) vs Existing Mutual Fund Schemes: The Key Differences

In the ever-evolving financial landscape, New Fund Offerings (NFOs) bring forth new investment opportunities. In this blog, we delve into why Asset Management Companies (AMCs) introduce new funds & the difference between new & existing mutual fund schemes. What are New Fund Offerings & their different types? NFOs are new mutual fund schemes launched by […]

21 December, 2023
Decoding the Mutual Fund Factsheet

The Mutual Fund Factsheet houses crucial details about the scheme, encompassing its objectives, portfolio, risks, returns, & more. In this blog, we delve into the key indicators in the MF Factsheet that shed insights on equity and related MF schemes. The Mutual Fund Factsheet includes quantitative parameters that provide statistical insights into a mutual fund’s […]

14 December, 2023
Understanding the Basics of Equity Mutual Funds

Mutual Funds (MFs) help unlock the potential for diverse asset exposure, like Equity. But, amidst 100s of Equity schemes, how do you make investment decisions? In this blog, we delve into the nuances of equity mutual funds, like the various types and suitability for different investor risk profiles. What are Equity Mutual Funds? These funds […]

6 December, 2023
Key Things to Keep in Mind while Investing in IPOs

In the dynamic realm of investments, Initial Public Offerings (IPOs) provide a gateway to invest in equities. However, it is important not to get carried away in the frenzy. In this blog, we delve into key things you should watch out for while investing in IPOs and a comprehensive checklist that can help you make […]

23 November, 2023
The Importance of Gold in a Diversified Investment Portfolio

In the ever-evolving investment landscape, gold has gained prominence as an asset class for diversification. Also, as seen in history, individuals often seek solace in gold during periods of worldwide upheaval or global crises. In this blog, we delve into the importance of diversifying your investments in gold and the various options available to invest […]

9 November, 2023
The Importance of an Emergency Corpus

Charles Dickens once said, “There is nothing so strong or safe in an emergency of life as the simple truth.” So, how do you build a safety net for unexpected turns in life? In this blog, we break down what is an emergency corpus, why it’s essential, how to set it aside, and why you […]

31 October, 2023
What’s in common between Cricket and Financial Planning?

Have you ever realized that a game of Cricket has a lot in common with Financial Planning? It’s noteworthy that there are valuable financial planning lessons that can be drawn from our favourite sport. Just like a cricket match, financial planning involves strategy, consistency, and the ability to adapt to changing conditions. In this blog […]

16 October, 2023
Exploring the Relationship Between Interest Rates and various Asset Classes

In the recent past, the US Fed has embarked on a significant interest rate hike cycle, which is among the most substantial we’ve witnessed in the past 35 years. While this development has raised eyebrows, the Fed has also made it clear that interest rates will remain elevated for an extended period. In this blog […]

6 October, 2023