Mutual fund Archives - FINANCIAL PLANNING

Portfolio Management Service versus Mutual Funds

by Vidya Kumar | Jul 1, 2020 | Mutual fund, PMS, Vidya Kumar

Summary: A Portfolio Management Service firm offers wealth management services. It invests your money in different investment avenues with the aim of generating maximum returns. It charges fees and in many cases, a share of the profit in case the performance exceeds...

Let’s Start Your “Financial Journey”

by Vidya Kumar | Jun 28, 2018 | Ayush Bhargava, Financial Literacy, Health Insurance, insurance, Investment, Life Insurance, Mutual fund, personal finance

Ayush Bhargava Executive Summary – Financial Journey is started as soon as one acquires a job or a work where motive is to earn money. Though in first few months’ people tend to spend earnings, however at a later stage the urge of saving money is felt...

Mutual Fund Scheme Categorisation and Rationalisation

by Vidya Kumar | May 16, 2018 | Investment, Mutual fund

Ayush Bhargava EXECUTIVE SUMMARY: In October 2017 SEBI issued a notification with regards to scheme Categorisation and Rationalisation with a aim to bring uniformity in the Mutual Funds industry. Due to these changes mutual fund companies have started winding up...

Active Versus Passive Investing in Mutual Funds

by Vidya Kumar | Feb 14, 2018 | Investment, Mutual fund, Vidya Kumar

Executive Summary: Mutual funds offer both active investing and passive investing. Actively managed funds are handled by professionals who make decisions of buying and selling units to get the best returns. Passive funds follow the movement of the value of an...

New Benchmark for MFs – TRI

by Vidya Kumar | Jan 17, 2018 | Mutual fund, Vidya Kumar

Executive Summary: PRI or Price Return Index was used by MFs to benchmark the performance of their schemes. SEBI has mandated that Total Return Index has to be used. This means the comparison will be against higher index returns. It is good for investors as there will...

Maximise Benefits from MF SIPs

by Vidya Kumar | Oct 4, 2017 | Investment, Mutual fund, Vidya Kumar

Executive Summary: You can maximise the benefits derived from investing in SIPs by linking them to investment goals, investing regularly, use some of the MF SIP corpus as an emergency fund and being patient in volatile markets. Systematic Investment Plans in...