“Is there something like hedging investment portfolio of MFs?” A client sent this message this morning. My mind was thinking. Why would she ask that? Someone else has done it and told her? She has read about it somewhere and is curious? Is she scared about the current market scenario and how it will unfold […]
Here’s how an NRI in Singapore has an edge in building a winning portfolio
NRIs have a distinct edge in building an internationally diversified winning portfolio across bonds, stocks and ETFs from around the world, at low costs and taxes. Do you know India’s share in the world GDP is just about 3%? There are is a large investment opportunity from the world GDP you can tap outside India […]
How the denomination effect messes up your decisions?
Large numbers tend to scare us, we can’t process them mentally. We are more comfortable with smaller ones. This in essence is the denomination effect. Of the several cognitive biases that affect us as individuals, Denomination Effect is an important one. It comes in our way everywhere – buying a phone, property or even mutual […]
HDFC Life Click2Protect 3D Plus Online Term Plan – It’s complicated!
As I plan to increase my insurance cover, I evaluate one of the most popular term plans out there – HDFC Life Click2Protect 3D. Well, turns out that the good old simple term insurance now comes with a lot of bells and whistles. If you don’t know what you want, you can end up paying […]
16 Rules of Investment Success by John Templeton
Sir John Templeton is known as one of the leading investment managers of the 20th century. A closer association you may recognise is Franklin Templeton, the money manager. Templeton listed 16 Rules of Investment Success. Most of them will resonate with you even though you have heard or read them before. Here they are:
Principal Small Cap Fund – NFO – Should you invest?
Principal Small cap Fund offering comes from the underlying belief of fund houses that there is money to be made in small caps. Whether this money is for the fund or for you the investor, remains a question. Having worked with 100s of clients and interacted with many others, my view is that most investors […]
