Tag

Asset Allocation
MFD
Mutual funds have become the preferred investment option for many people, offering a hassle-free way to participate in the market. However, the variety of mutual funds available can leave investors feeling overwhelmed and unsure of where to start. Here, mutual fund distributors (MFDs) play an important role in bridging the gap between investors and the...
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Asset Allocation
Putting your hard-earned money into investments can be nerve-wracking and exciting at the same time, especially given how volatile the Indian market is. A crucial tactic that smart investors swear by is “Asset Allocation.” However, what is it precisely, and why is it so significant? What exactly is Asset Allocation? Using an Asset Allocation strategy...
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Gold
Importance of Diversification in Investment cannot be underestimated. We have talked about it a lot. Right Proportion of Asset Mix i.e. Equity, Debt, Gold, Cash etc. is required as per the Risk appetite. In 2013, Gold was around Rs. 29600/- (per 10 grams) and in 2023 till date Gold has crossed Rs. 61000/- (per 10...
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Financial Advisor
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...
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Asset Allocation
The basic principle behind age-based asset allocation is that your exposure to portfolio risk needs to reduce with age. As a person grows old he is willing to take the lesser risk. Hence a person approaching his retirement may wish to invest in Assets having lower risk and assets having higher liquidity (Asset Allocation). This...
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Hybrid Funds
Our choice of meals when we dine depend largely on the time at hand, the occasion and of course, our mood. If we’re in a hurry, say during an office lunch or eating before boarding a bus/train, we may opt for a combo meal. Or if we know a combo meal is famous, we may...
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While purchasing something valuable, you make sure about its safety. It can be House, Car, Gold or any other stuff for that matter. You insured your valuables. You would prefer a house with 24/7 Security, Car with Airbags, Jewellery to be kept in a locker. Whenever there is any chance of ‘Risk’, we take all...
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A lot has been said and discussed about asset allocation. But asset allocation remains beyond reach of common investors. Mostly you need an advisor to design asset allocation with precision. In this article we shall discuss a simpler strategy which can replace the asset allcoation. This strategy is known as Bucket Strategy. It is seen...
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In this article we will understand in detail about what is an asset class.  What are the different asset classes? Why are they so important for your investment? This article is aimed at making investors understand how they can combine the asset classes to create a winning investment portfolio.  Asset is defined by Google as-...
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Every election in India brings about some volatility in stock markets. We have experienced this in past 5-6 elections. During the period of elections, the market swings up and down wildly. During this volatility, there are chances that the value of existing investments go down or go suddenly up or it can move both ways....
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