By its name, you must have got little idea that both terms Tax Gain Harvesting & Tax Loss Harvesting are related to taxation. Both strategies are related to reduction in tax liability. Many people find taxation a very difficult or boring task. But, in this blog, we will make it simpler for you. Let’s first...Read More

In Mutual Fund Investments, there are two types of gains that an investor can earn. The first one is earnings from Dividends & the second one is earnings from Capital Gain. In Capital Gain, there are two types w.r.t Income Tax Act. Short-Term Capital Gain Long-Term Capital Gain In this blog, we are going to see...Read More

Portfolio building is the process of selecting and managing a diverse range of investments that align with an investor’s financial goals, risk tolerance, and investment timeframe. Building a strong investment portfolio can provide a number of benefits for investors, including: Diversification One of the primary benefits of portfolio building is diversification. Diversification is the practice...Read More

There are just a few days left before the end of the Financial Year 2022-23. And as usual, every investor or earning member is supposed to complete a few important things before the end of FY. To avoid last-moment panic, in this blog, we are jotting down a few important points that would be helpful...Read More

Role of Advisor in Financial Planning It is being often said that Financial Planning is unique to everyone. “One size fits all” theory does not apply in Financial Planning. So, here comes the important role of “Financial Advisor”. He or she has to analyze the person’s financial situation and offer the relevant financial advice. While...Read More

We often hear about Active and Passive Mutual Funds. In this blog let’s understand the difference between them. There are two ways in which investments in Mutual Funds can be managed. These are “Active and Passive”. When we invest in Mutual Funds, a Fund Manager buys assets such as Equity, Debt, Gold as per the...Read More

Whenever we analyze a Mutual Fund Scheme, returns play an important role in deciding which scheme to select. However, ‘Returns’ can be of various types such as Trailing Returns (or just Returns as we normally call it) and Rolling Returns. What are Trailing Returns? Trailing Returns also called as Point to Point Returns are Returns...Read More

7 Important Ratios to consider while selecting a right Mutual Fund Investing in Mutual Fund is inevitable. We have talked a lot about selecting right category of Mutual funds according to your financial goals, time horizon and risk appetite in our earlier blogs. However, after selecting right category of Mutual Funds, how to select the...Read More