top of page


Navigating the New Global Economic Trade War
The world around us is shifting beneath our feet; we don't know where we're heading. We are reminded of the Trade Wars of the 1930s.


Planning for your Retirement
Typically, when individuals set their financial objectives, they often conflate retirement goals with other financial aspirations. Goals...


Evaluate the necessary life insurance coverage
The initial step involves determining the current value of the income needed for the survivor. The subsequent step is to calculate the...


Steps in the Portfolio Construction Process
The portfolio management process consists of a series of integrated activities carried out in a logical, systematic, and consistent way...


Understanding Mutual Funds
Mutual funds are investment tools that allow investors to access various asset classes, such as equity, debt, gold, and real estate,...


Your Investment Options
There are different investment options, categorized into financial and non-financial investments. Non-financial investments include real...


Financial Fitness Check-up!
The personal financial situation of an individual or household is predominantly focused on effectively managing both current and future...


Developing a Personal Balance Sheet and Calculating Net Worth
Creating a personal balance sheet involves consolidating various assets and liabilities in one place to reflect an individual or...


The Significance of Managing Cash Flow in Personal Finance
The foundation of the entire personal finance process lies in cash flow. It is crucial to maintain a proper balance between the timing...


Alternative to a Fixed Deposit
Over the last few years, a fixed deposit is not spoken about too much because a lot of alternatives have emerged. Liquid Funds The liquid...


Index mutual fund/ETFs vs active mutual fund
Both funds fund and actively managed mutual funds allow investors to invest in n variety of assets. Index Fund is a portfolio of stocks...


Direct vs regular mutual funds
A direct plan is what you buy directly from the mutual fund company, whereas a Regular plan is what you buy through as an advisor,...


Is PF better than Mutual Funds?
Provident fund (PF) and Mutual fund (MF) are two such investment options available to investors in India. However, these two products...


Is NPS better than Mutual Funds?
The NPS and Mutual Funds themes are both market-linked and have several similar benefits, yet there are some significant differences...


How to select best Mutual Funds
Selecting the best mutual fund is not easy as there are various mutual funds. But to invest in any financial assets like stocks, bonds,...


Mutual funds for beginners
A mutual fund is a pool with a certain investment objective. This investment objective is laid out in the factsheet and other details...


Power of Compounding
Many of us may have heard about the concept of compound interest. However, it starts only when we start managing our finances as working...


Are Mutual Funds better than PMS
A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, etc by a professional fund manager. The money is...


How to become a better investor using Mutual Funds
The first and most important thing about becoming a better investor is to know and learn about investing thoroughly. Read and understand...


How many Mutual Funds are good enough in a portfolio
All investors are different, every investment is unique. Before deciding on the number of mutual funds, you have to identify your...
bottom of page
