If you have recently sold a stock or a mutual fund investment, you need to report capital gains or loss as a part of your income tax returns. I am sure, like me, you too find the concept of capital gain or loss esoteric to understand. Yes? Well, not anymore. Here’s a quick primer on what is capital gain […]
Are your mutual fund investments on Unovest?
What’s new with Unovest? There’s more you can do now with your mutual fund investments and reach your financial goals, faster. Here’s why you should create your free account today. #1 Begin with the end in mind “Begin with the end in mind” said Stephen Covey, author of the bestseller 7 Habits of Highly Effective People. True […]
Liquid Funds – Make your cash work harder
“Where do you keep your cash?” “Means?’ “Is there money with you, maybe in your bank, which want to keep for short term and not invest or lock in anywhere?” “Oh yes! There is usually some money there which I need for emergencies. It could also be a need for an immediate future expenditure. “ […]
Fund Report: Sundaram Select Midcap
What’s the thing about midcaps? Ask any seasoned investor and he would agree that the potential available with midcaps (as they grow and turn themselves bigger) could be huge. However, midcap stocks can be very volatile. For those investors who would want the exposure to midcaps but not take the pain of looking at individual stocks, they […]
How to read a fund factsheet?
If you have ever read or heard a mutual fund advertisement in print or radio or TV, the final words are – “Please read the scheme information document carefully before investing.” In reality, very few actually do it. That does not take away the fact that the best way to understand a fund is to read various documents associated […]
Direct Plans of Mutual Funds – all that you want to know
Investing in direct plans of mutual funds are suddenly a hot topic of discussion. Every mutual fund investor wants to know what direct plans mean and how they invest in these direct plans of mutual funds. This post attempts to bring out the frequently asked questions and possible answers on these plans. Be ready to get more informed. What is the […]