Category Archives: Mutual Funds

PPFAS LONG TERM VALUE FUND GETS SEBI CLEARANCE FOR LAUNCH OF NFO

In one of my recent blogs I had asked my readers to keep money ready and get their KYC done so as to invest in PPFAS AMC’s new fund offering (NFO). I got a call from them yesterday that they … Continue reading

Posted in Behavioural Finance, Mutual Funds, Personal Finance, Value Investing | 2 Comments

INVESTING IN PRESENT DAY MARKETS

The stock markets are going through a volatile and uncertain phase. Government decision making is paralysed due to the Mulayam-Karunanidhi salvos. Business houses are struck with a double whammy of increase in cost of doing business in India and consumer … Continue reading

Posted in Mutual Funds | 4 Comments

RAJIV GANDHI EQUITY SAVING SCHEME(RGESS)

Rajiv Gandhi Equity Savings Scheme or RGESS is a new equity tax advantage savings scheme for equity investors in India, with the stated objective of “encouraging the savings of the small investors in the domestic capital markets.”. It was approved … Continue reading

Posted in ETF, Mutual Funds | 4 Comments

CETERIS PARIBUS

The other day I was addressing a group of professionals on how our emotional and behavioural makeup decides our financial destinies. And during the course of the talk, I suggested that whenever a good business temporarily undergoes a problem and … Continue reading

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MUTUAL FUNDS & MY FRIEND MUKUL

Happy New Year to all my readers. May you all have a great financial year ahead. There has been a gap since my last blog. The reason being I have been travelling a bit. I will try to be more … Continue reading

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NON LINEAR RETURNS AND TATA TEA

Investors in stocks should reconcile and understand the concept of non linear returns very clearly in order to get optimal returns from their investments. I often get queries from investors in mutual funds and stocks. Both these instruments have given … Continue reading

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HIGHER MUTUAL FUND EXPENSES ALLOWED BY SEBI:WHAT NEXT?

I am just back from a sabbatical to Hongkong and the first thing which hits you when you land at Mumbai is the pathetic infrastructure which we have in the financial capital of a “supposedly aspiring superpower”. At the Mumbai … Continue reading

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HDFC LIFE LAUNCHES ‘SMART WOMAN’ – AN EXCLUSIVE LIFE INSURANCE PLAN FOR WOMEN

I have been too busy of late, that reflects in no post for sometime. But a call from a friend of mine on a new insurance plan for Women ensured that I must write about it before the “Smart Women” … Continue reading

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WHO WANTS TO BE A MILLIONAIRE?

Jude  is a young  officer in the forces. The other day we met at a social do and happened to chat. Jude was interested in stocks but was completely unaware of how it works? Also, he wanted to invest in … Continue reading

Posted in Behavioural Finance, ETF, Insurance, Mutual Funds, Personal Finance, Real Estate | Leave a comment

WHEN TO SELL A SHARE?

  During the past few weeks I have interacted with a number of my readers and one common question was, I have so and so shares in my portfolio, the sensex is close to 18000 should I sell my shares? … Continue reading

Posted in Behavioural Finance, Mutual Funds, Sensex, Stock Investing, Value Investing | 4 Comments