Investing Insights

Are Mutual Fund SIP Investments Low Risk?

In May 2018, Equity funds (including ELSS) witnessed net inflows of Rs. 11,350 crore, up 1.60% from Rs. 11,171 crores in April 2018. Mutual Fund SIP Investments continue to gain traction, and their contribution has almost doubled in last two years from Rs. 3,122 crores in April 2016 to Rs. 6,690 crores in April 2018!

What are Robo Advisors and How do They Work?

Globally, the market for robo-advisory services is growing rapidly, and experts believe that the Indian market will follow suit in due course. According to a recent Business Insider Intelligence forecast, robo-advisers will manage investment products worth $1 trillion by 2020 globally, which will go up to $4.6 trillion by as early as 2022. That’s a massive degree of acceleration! As an investor, it’s vital that you know what Robo Advisory platforms are, and how they work.

3 Mutual Fund Investment Myths

The cumulative Assets Under Management (AUM) of Indian Mutual Funds may have gone past the 22 Lakh Crore (22 Trillion) rupee mark recently, but anecdotal evidence suggests that a number of Mutual Fund investment related misbeliefs still abound. Here are three common ones to watch out for.

Retirement Planning: Generating Income Through SWP's

New retirees typically face the common dilemma of how best to generate retirement income from their hard-won savings. Should they purchase an annuity, opt for a post office monthly income plan, buy real estate and earn rental incomes, or for that matter – just be content with earning FD interest? But did you know that even for post-retirement income generation, Mutual Funds Sahi Hai? In fact, Mutual Fund SWP’s (Systematic Withdrawal Plans) represent one of the simplest, most tax-efficient and high yielding income generation methods available today.

How to Make Your SIP Investments Work for You

Mutual Fund SIPs have gained immense traction, nearly doubling their monthly contributions in just two years. But are you making the most of your SIP investments? This blog explores four key strategies to maximize returns—keeping them running through market ups and downs, aligning them with your goals, embracing non-linear returns, and leveraging bearish markets as opportunities. Read on to ensure your SIPs work smarter for long-term wealth creation!

How to Make Your SIP Investments Work for You

Read this blog to know 4 important tips to make Mutual Fund SIP work for you. To know more about SIP Investments, visit FinEdge now!

3 ELSS Mutual Fund Related Mistakes to Avoid

Smart tax savings start with avoiding common ELSS mistakes—don’t let short-term thinking cost you long-term gains!

Should you invest into Child Education Plans?

Its no secret that sending their kids off for a top notch higher education is a prime aspirational goal for most Indian parents. The segment of the financial services ecosystem that has capitalised most richly on this ubiquitous goal is, undoubtedly, the Life Insurers. With glossy brochures and opaque plans that are loaded with jargon, these so-called Child Education plans have snared many an unsuspecting investor over the years. But are these Child Education plans really worth buying into? Let’s find out.

Post Recategorization: Which Debt Mutual Fund is

Debt Mutual Fund categories can be overwhelming, but choosing the right one depends on your risk appetite and investment horizon. Whether you're a short-term investor seeking stability, a moderate risk-taker with a 2-3 year plan, or a long-term investor willing to endure volatility for higher returns, there's a suitable option for you. This blog breaks down the categories to help you make an informed choice. Read on to find the best debt fund for your needs!

Post Recategorization: Which Debt Mutual Fund is

Read this blog to know the correct debt mutual fund. Debt Mutual Funds are divided in 16 different categories so many investors are confused. To know more, visit us now!

Post Recategorization: Debt Fund Concepts That Every Investor Should be Aware of

Post SEBI’s mandate to Asset Management Companies, the latter have been engaged in a scramble to consolidate, terminate, rename, or launch new schemes to fit them into the 16 debt fund categories defined by the regulator. According to the new regulations, an AMC will be permitted to run only one debt mutual fund per category.

Why Setting Financial Goals Matters

Discussing your Financial Goals with your Financial Advisor can be the single-most powerful money-move you can make. As simple as linking your investments to your future objectives might sound, it’s a step that can actually have a profound impact on your family’s financial future in the long run.