Listen to this article When it comes to building wealth, investors are often faced with a variety of options. Among the most popular choices in India are mutual funds (MFs), portfolio management services (PMS), and alternative investment funds (AIFs). But how do these investment vehicles differ, and which one aligns best with your financial goals? […]
Mutual Funds
Investing in Mutual Funds? Don’t Skip This Wealth-Building Secret!
Listen to this article During an investment webinar, a participant asked me an intriguing question, “Mutual Funds are great, but why would I still need a financial advisor?” It’s a valid question, and he made a compelling point. Today, there’s no shortage of free online tools and calculators to assess risk appetite, set financial goals, […]
NPS Tier 2 vs Mutual Funds: Which Investment Option Offers Better Returns?
Listen to this article Is NPS Tier 2 a Better Investment Than Mutual Funds? Can its tax-free rebalancing and low-cost structure make it a more attractive option for investors compared to mutual funds? Many of us seek tax-free or low-tax investment options, and when comparing Mutual Funds with other products, NPS Tier 2 often comes […]
What Is the Ideal Exposure of Small-Cap Funds in Your Portfolio?
Listen to this article As a long-term investor, you may have frequently heard the unsolicited advice that “Investing in small-caps offers the best returns over time.” But have you ever questioned the merit of this recommendation? Small-cap funds are mutual funds that primarily invest in stocks of companies with a smaller market capitalization. These companies […]
Mutual Fund SWP Vs Fixed Deposit MIP: Choose Wisely!
Listen to this article Many of us are investing in a type of Monthly Income Plan (MIP) within bank Fixed Deposits (FD) to secure a steady income during our working years and retirement. Isn’t it appealing that this plan is designed to be both easy to invest in and simple to withdraw funds from? This […]
Urgent Cash Needs? Sell or Pledge Your Mutual Funds – Which is Wiser?
Listen to this article In many situations, isn’t pledging investments more profitable than selling them when you need cash? For years, people have been pledging assets like gold jewelry, land, and homes instead of selling them during financial crunches. Now, mutual fund units have also joined this list. Pledging mutual funds means using your mutual […]
