ICICI Securities, Motilal Oswal, Zerodha, Kuvera… Be a full-fledged broking house or a discount broker, all are being too ambitious and competing to offer overseas trading facilities at minimal cost. Courtesy to new generation platforms like Vested Finance or interactive brokers, savvy investors are jumping in to tap this opportunity. Let’s rewind back to 2009, […]
Mutual Funds
Multi-cap Mutual Funds Asset Allocation (NEW) Rules | SEBI’s New Norms
The Mutual funds are broadly classified as Equity based and Debt oriented mutual fund schemes. Equity funds are further classified into different categories like Large-cap, Mid-cap, Small-cap, Multi-cap, ELSS (Tax saving), Balanced funds etc., A Large-cap oriented mutual fund scheme primarily invests (minimum) 85% of its total assets in large-cap company shares. Similarly, as per the […]
My New Mutual Fund Portfolio | My Equity MF Investments
The corona-virus pandemic has thrown most of the global economies into a tailspin and shaken financial markets and investors profoundly. We are witnessing – salary cuts, lay-offs, huge drop in business revenues and professional incomes. These challenging times, reiterate the importance of ‘core financial planning principles‘ – Asset allocation, diversification, re-balancing, living within means, lower exposure to debt (loans/mortgages) etc., This […]
Mutual Funds Taxation Rules FY 2020-21 (AY 2021-22) | Capital Gains Tax Rates Chart
Capital asset typically refers to anything that you own for personal or investment purposes. It includes all kinds of property; movable or immovable, tangible or intangible, fixed or circulating. Capital assets are further classified as Financial Assets and Non-Financial Assets. Financial assets are intangible and represent the monetary value of a physical item. Stocks (Shares) […]
Best NPS Funds 2020 | Top Performing NPS Schemes
NPS (National Pension Scheme) is one of the very popular Pension oriented products in India. As on 31st October 2019, NPS has around 1.29 Crore subscribers with total Assets under Management (AUM) of more than Rs. 3.74 lakh crore. NPS was started in 2004 for govt sector employees and which was later opened to all citizens for […]
Aftermath of ‘Karvy Stock Broking mess’, are your Mutual Fund investments safe?
We are all aware of the fact that ‘mutual funds are subject to various market risks‘. This is because there is no way to predict what will happen in the future (or) whether a given asset will increase or decrease in value. Because the market cannot be accurately predicted or completely controlled, no investment is 100% risk-free. As a mutual […]
