Category Archives: Mutual Funds

ULIPS MADE EASY

Aarti Singh is Senior Manager HR in HCL Info Systems. When she started earning she was clueless about finances. She was ignorant.  She just followed the crowd or an agent’s advice. She invested in a few Unit Linked Insurance Plans … Continue reading

Posted in Insurance, Mutual Funds, Personal Finance | Tagged , , | 2 Comments

MUTUAL FUNDS AND NFOs: METHOD IN MADNESS

Almost every one whom I meet these days asks me for one great “stock tip” which could double in one month. If I was as clairvoyant as that, I could have taken a Premature Retirement and relaxed on a beach … Continue reading

Posted in ETF, Mutual Funds, Personal Finance | 1 Comment

WHICH IS THE BEST ASSET CLASS TO INVEST IN?

All investors have a very common question, “Which is the best asset class?” They are challenged to know where to put their money. Everyone wants to know which asset class will perform the best and help them meet their financial … Continue reading

Posted in Bullion, Fixed Income, Insurance, Mutual Funds, Personal Finance, Real Estate, Sensex | 6 Comments

THE BEST INVESTMENT FOR A PASSIVE INVESTOR

The other day, I got a call from one of my golf buddies. He asked a very innocuous question, “I am having a lot of mutual funds in my portfolio, what should I do?” I gave a very simple reply, … Continue reading

Posted in ETF, Mutual Funds, Personal Finance | 5 Comments

NEED versus GREED

One day Colonel Sridhar asked me a very innocuous question, “I have to pay an installment for  my house. When should I sell my mutual fund (MF) holdings?” I could not tell him that he had made a major staff … Continue reading

Posted in Behavioural Finance, Mutual Funds, Personal Finance, Uncategorized | 2 Comments