So, the Nifty 50 stock market index is at a value of 10,000. The stock markets are celebrating and so are some investors. There is also a crop of new investors who have just begun their investments in stocks/mutual funds. And then there are others who worry themselves to no end. Of course, not all 5 […]
Feature Update: Download reports
To make the Unovest portfolio reports more useful to you, we now introduce the Download Reports feature. So, if you need the capital gains report to file your taxes or get a quick printout of your portfolio summary, do it now. You can now download your portfolio reports from your Unovest Account. Go to the respective […]
SWP or Systematic Withdrawal Plan – Is it just marketing or really useful?
I see huge hoardings with a life size picture of a retired couple on a water scooter smiling ear to ear. The hoarding is trying to convey how you can live life fully without making any compromises even post retirement. Post retirement is a different period specially in financial terms. The regular salary stops. Either […]
Stuck in the absolute – How bias affects our decisions?
I have been having a recent email exchange with a Unovestor. I was persuading him to consider more reasonable returns from his investments. His comments: “If I cannot expect even 15 to 18% returns from equity or mutual funds then what is the point of investing in them. Even real estate investment held over long periods of time […]
How much risk can you take?
Risk is such a commonly used word in our daily lives. It is also the one, which is not fully understood. The term we more often use is “chance”. Let’s use this chance to understand risk. What is risk? Risk is the uncertainty that we face when we venture into the ‘unknown’. If I could express it in the following […]
Is Unovest a Robo Advisor?
(I write this post in response to this question, which has been asked too often.) What’s a robo advisor for investments? A robo advisor is a service with a significant use to technology to help advisors manage their money and investments. It uses pre-defined algorithms to select and recommend investment portfolios. It asks the user several questions, […]
