Blog | Unovest

Markets High, Confidence Low

Amey Kulkarni, one of the finest investors and thinkers, on how he sees the current market and what approach is good for investors.

Vipin Khandelwal

Sep 17, 202311 min read

The Road to Financial Freedom

When can you be financially free? Well, there is a nifty tool now to help you find out.

Vipin Khandelwal

Aug 23, 20232 min read

[Risk-adjusted] The LightHouse Newsletter – August 2023

Investors like to seek higher returns and use tools to help them identify such opportunities. But do those tools really work?

Vipin Khandelwal

Aug 4, 20231 min read

9 things investors should do as Stock Markets hit all time high

Stock markets and the individual stocks which constitute the markets are all hitting the highest highs. What should you do?

Vipin Khandelwal

Jul 17, 20234 min read

[All Time Highs] The Lighthouse – July 2023 Edition

I know a large number of people sitting on the sidelines waiting for a correction to invest. They even pulled out the portfolio because...

Vipin Khandelwal

Jul 5, 20231 min read

On Portfolio Diversification – Even a Nobel Prize Winner failed to stick to his model

How to diversify your portfolio? Using complex models or using what works for you. An example of a Noble prize winner.

Vipin Khandelwal

Jun 28, 20232 min read

[Wealth] Lighthouse – June 2023 Edition

Time is the most important determinant and influencer of wealth. It is what truly matters in the process.

Vipin Khandelwal

Jun 4, 20231 min read

[Retirement] How much amount to withdraw via SWP?

SWP or systematic withdrawal plan is one of the preferred methods to generate retirement income from a portfolio. A case study of how much.

Vipin Khandelwal

May 25, 20232 min read

[May 2023] What is the market telling us now?

As an investor, if you can manage your greed and fear, you can create a lot of wealth. What's the market saying?

Vipin Khandelwal

May 17, 20231 min read

Deposit Insurance – What happens if your bank fails?

What happens if your bank runs out of money? Are your deposits in the bank recoverable? There are limits.

Vipin Khandelwal

Apr 8, 20233 min read

[Tax] Lighthouse – April 2023 Edition

This lighthouse edition let's find out what the market indicators are telling us to do along with the updated watchlists.

Vipin Khandelwal

Apr 6, 20231 min read

[FAQs] Taxation on Debt Funds from April 2023

In the Finance Bill 2023, a new provision was sneaked in which impacts taxation on debt funds. It takes away one of the selling points of...

Vipin Khandelwal

Mar 25, 20234 min read

Surrender value taxation – must know insurance facts

Do you have to pay tax on the surrender value of your traditional insurance policy or is it tax free? Let's understand the nuances.

Vipin Khandelwal

Mar 23, 20234 min read

[Risk] Lighthouse – March 2023 Edition

HOw should you approach investing in a highly volatile and uncertain world? This LightHouse has a special note addressing this issue.

Vipin Khandelwal

Mar 3, 20232 min read

The enhanced pension from EPS is not a free lunch

The enhanced pension option does not come without a cost. Know that before you decide what to do.

Vipin Khandelwal

Feb 27, 20231 min read

[HNIs] How to say NO to an AIF investment?

Can an AIF find a place in a High Networth Investor's portfolio? Is it better to say NO and find simpler options? Let's find out.

Vipin Khandelwal

Feb 21, 20235 min read

HDFC MNC Fund – New Fooling Offer?

A review of the HDFC MNC Fund NFO and do thematic funds make sense in an investor's portfolio.

Vipin Khandelwal

Feb 15, 20232 min read

[Markets] Lighthouse – February 2023 Edition

The Lighthouse – February 2023 Edition is going to shed light on 2 important things that will help you save yourself. Read now.

Vipin Khandelwal

Feb 5, 20231 min read

Budget 2023: Let’s simplify

Here are the key highlights from the Budget 2023 - tax slabs, plugging tax loopholes, senior citizens. Read it all here.

Vipin Khandelwal

Feb 2, 20234 min read

NFO: Edelweiss Short Duration Index Fund

Edelweiss CIBIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund - Does this passive fund deserve a place in your portfolio?

Vipin Khandelwal

Jan 30, 20233 min read

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Vipin Khandelwal is a SEBI Registered Investment Adviser with Registration no. – INA000003643 (Oct 14, 2015 to Perpetual); BASL Registration no. - 1517 Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

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