Mutual Fund

I got a call from Bhavik, I look after his equity portfolio and finance planning. After 6 months of investing in the equity market, He wished to infuse more money. So, He called me to discuss the same. He looked quite excited to invest more money in the stock market. And soon I got the […]

Before we get into the topic what is gold ETF, let’s just get a brief about gold. Every time I think about gold, I remember Uncle Scrooge’s signature dive into the gold coins. Uncle Scrooge introduced me to the gold. I loved seeing his obsession with gold. But when I grew up a little bit

Mutual funds are not making money.  I have been doing sip for 3 years still my returns are negative.  It has eaten up my hard-earned money, so I do not even want to redeem it. It is really risky to invest in a mutual fund. This is what my one old friend said when I

One fine morning, I was sitting in the office of one chartered accountant in surat. It was an introductory meeting. I didn’t go there to file my ITR or regarding GST, as typically happens whenever we visit CA. But that day Agenda of the meeting was different.  Because, along with CA, he was a registered

Just a few days back, I had a chat with a first-time mutual fund investor. He asked some basic questions like how to invest in a mutual fund. Later, he asked me about the famous mutual fund scheme in the market, that is consistently paying out dividends every month for the last 20 years. He asked

I frequently get inquiries like what is equity mutual fund, after decreasing interest rates of the fixed deposits. If you are one of them, your concern is correct. Inflation is increasing with more speed than your money in fixed deposits. So, it is always better to look for alternatives that can create wealth over the

Incomplete KYC is one of the major reasons why mutual fund purchase gets rejected. Every time I go out on a sales call of a mutual fund, I face a lot of queries. Like, How to do KYC for mutual fund What is KYC and why it is required? There is much confusion among investors.