I am retired and I have surplus money

First review your overall finances. See if you have enough liquidity and adequate health cover. Check for any financial goals that may be still left. See if you would like to make an estate plan, invest in yourself or contribute to a social cause. If you still have...

Leverage Insurance and reduce your financial risks

Financial Risks need to be managed and you can have different approaches in managing these. As a preferred approach, understand your Risk tolerance and then prioritize your overall insurance starting with Health Insurance then life insurance and then others. Try to...

Growth Vs. Dividend Schemes in Mutual Funds

Last weekend I met two of my friends for dinner, and we were talking about mutual funds. They both had invested in ABC Mutual Fund and were arguing on the NAV of the fund. One claimed that it was Rs. 35, while the other was certain it was Rs. 50. I checked and...

Some Myths around Mutual Funds

Mutual funds have several advantages compared to direct stocks. However, most mutual fund investors have many myths based on wrong information or half-truths. Let’s look at the top 5 myths around mutual funds - A fund with a low Net Asset Value (NAV) is better...

Growth Vs. Dividend Schemes in Mutual Funds

Last weekend I met two of my friends for dinner, and we were talking about mutual funds. They both had invested in ABC Mutual Fund and were arguing on the NAV of the fund. One claimed that it was Rs. 35, while the other was certain it was Rs. 50. I checked and...

read more

Some Myths around Mutual Funds

Mutual funds have several advantages compared to direct stocks. However, most mutual fund investors have many myths based on wrong information or half-truths. Let’s look at the top 5 myths around mutual funds - A fund with a low Net Asset Value (NAV) is better...

read more

Antoine de Saint-Exupéry

A goal without a plan is just a wish!

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