Tag

Risk Profile
Risk & Return
Investing is similar to going on a financial trip to increase your wealth. This trip does not, however, come without its deviations. The relationship between risk and return is one important idea that all investors need to understand. To put it simply, it’s about striking the correct balance between the amount of risk you’re willing...
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Selecting Right MF Schemes
Nowadays, investing through mutual funds is becoming increasingly popular among Indian investors. The attraction of potentially higher returns and professional management has led many investors to explore this investment option. However, it’s important to understand that not all mutual funds are suitable for every investor, and selecting the right combination of mutual fund schemes is...
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11 Factors to Consider While investing in Mutual Funds
In our earlier blog, we have seen the top performing Mutual Funds in Equity-Flexi Cap category. In this blog let us understand the 11 factors to consider while selecting mutual fund schemes to invest, apart from returns. Due to the large number of mutual funds available to invest, investors are frequently perplexed. All funds have...
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Types of Portfolios
  As a first step, let’s understand…… What is an investment portfolio? The investment portfolio is nothing but a basket of assets and investments. The portfolio consists of Shares, Bonds, Debentures, Mutual Funds, Bank Fixed Deposits, Other debt investments, PPF, Gold, Property, etc. In short, any asset or investment which you have, can be considered...
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Mutual Fund Young Investors
Investing in mutual funds can be an excellent way for young investors to grow their wealth and achieve their financial goals. However, with so many mutual funds available in the market, choosing the right one can be overwhelming. In this blog post, we’ll provide some tips for young investors planning to invest in mutual funds....
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Risk Profiling
When it comes to investing in mutual funds, one of the most important steps is determining your risk profile. Risk profiling is the process of assessing an investor’s risk tolerance, or their ability to handle fluctuations in the value of their investments. By understanding your risk profile, you can select mutual funds that are better...
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Risk Management
The question is – can you avoid the risk of an accident while traveling. No, you can not. But you can certainly ‘Manage the Risk’ Similarly, in investment, one needs to manage the risk by solid Risk Management principles. However, we need to understand one more ‘Very Important’ principle of investing. This principle says that...
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Investment in any instrument should be according to the Risk Profile of any person. Risk ability of a youngster is usually considered to be high. Since youngsters have large time period left for investments he can afford to take the risk of generating higher returns. Mutual Funds have different types according to Risk Returns ladder....
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Asset Allocation
In Indian traditional Thali system we have ingredients like Dal, Chawal, Chapati, Sabji, Chutney, Raita and usually a Sweet. Since these items provide some or the other nutrient to our body since out forefather we have learnt to have these items in our food. While eating our food each of these items are eaten in...
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Financial Plan
About 3 years back, a well-established architect friend of mine has been avoiding getting his financial plan done at least for the last 2 years. During this period, he saw me working on plans of many of clients. Being a friend I did not want to mix friendship and profession, hence I never insisted him...
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