Listen to this article Quick Summary Box What Works What Doesn’t Genuine 16-year track record (since Nov 2009) with positive alpha since inception Recent 1-year and 6-month returns trail the BSE 500 TRI Positive alpha over 3-year, 5-year, and rolling return windows Fixed fee of 2.5% (or 1.5% + profit share) is high relative to […]
360 ONE Multicap PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Strong since-inception alpha (+4.89% annualised vs benchmark) — the long-run track record is genuinely good Recent 1-month and 3-month numbers show the portfolio cushioning losses better than the benchmark Experienced leadership team with multi-decade institutional pedigree Underperformed its benchmark on every trailing period from 1-year […]
SBI Life Smart Bachat Plus Plan: Good or Bad? An Insightful Review
Listen to this article Can the SBI Life Smart Bachat Plus Plan truly help you build long-term wealth while providing financial protection, or is it just another savings-oriented insurance plan? Does the SBI Life Smart Bachat Plus Plan offer the right mix of security and growth, or are its benefits less attractive than they appear? […]
Monthly Mutual Fund Portfolio Statements: The Hidden Tool Smart Investors Use to Improve Returns
Listen to this article Most mutual fund investors spend considerable time selecting schemes. They compare returns, study ratings, review fund manager track records, and analyze historical performance. But what happens after the investment is made? For many investors, the answer is surprisingly simple: nothing. They continue their SIPs month after month and only check their […]
Retirement Planning in India: A Complete Guide to Building Financial Security for Your Post-Work Life
Listen to this article Most people spend decades planning their careers but surprisingly little time planning for the period when their careers end. Retirement planning is often postponed because retirement appears distant. Young professionals are focused on career growth, middle-aged individuals are managing family responsibilities, and those approaching retirement frequently assume they have already missed […]
Value Quest Platinum PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article What Works What Doesn’t Since-inception CAGR of 17.93% comfortably beats the benchmark’s 12.69% — a genuine 11-year, 9-month track record Standard deviation of 16.40% vs benchmark’s 13.91% — you are carrying meaningfully more volatility, and the 1-year return of -4.65% shows exactly how that volatility feels in a bad stretch 5-year […]
