As the tax season races fast to closure, one of the key tools that should focus on is a life insurance cover. Interestingly, the premium on a life insurance cover not only saves you taxes but also provides a solid low cost foundation for your financial plan. It has been said enough times by enough […]
My Presentation Slides and Notes from Money & You Workshop
As you are aware, I have been visiting some cities to do this Money and You investing workshop and work with some of you in a live mode, talking about money and investing. However, I understand my limitations and find it impossible to go to all the cities and visit you there. But I am […]
Taking stock of small cap funds
Performance of small cap funds is the highest amongst all category of funds and so is the interest in buying them. So, today we take stock of small cap funds. In the image below, you can see a list of some of the most sought after small cap mutual funds. Source: Unovest, for direct plans […]
Tax saving mutual funds – Which ones deserve your money?
It’s that time of the year again. You have got a reminder to submit your tax saving investment proofs or take a huge cut in your salary, courtesy income tax. The only question on your mind – where do I invest to save taxes? Can tax saving mutual funds come to your rescue? By now, […]
DSP BlackRock Money Manager Fund – How do the changes affect you?
DSPBR Mutual Fund recently sent out an information email to the investors of its debt funds including DSP BlackRock Money Manager Fund and DSP BlackRock Ultra Short Term Fund. As a result of the SEBI prescribed categorisation, the schemes are undergoing change in fundamental attributes. What should you do as an investor? What is DSP Blackrock Money […]
The case of the missing investment – It’s not bitcoin!
“I have invested in stocks, mutual funds, PF, FDs, Real Estate, Gold, etc. I thought that was it all. Until I realised the one big missing investment. Guess what, I am not alone.” Raghavan has been working in software for close to a decade and a half. When we were discussing his financial goals, the […]