behaviour gap | Unovest

Navigating Market Mayhem: Buy, Balance, or Bail?

Vipin Khandelwal

7 hours ago2 min read

Navigating Market Mayhem: Buy, Balance, or Bail?

As the market reflects uncertainty, what should an investor do? Here are 3 questions that are top of an investor's mind and possible answers

Vipin Khandelwal

Jan 4, 20231 min read

LightHouse – Jan 2023 Edition

This Light House Edition brings some interesting notes on health, wealth, happiness, a fundtalk and updated stocks and funds list.

Equity builds wealth? – An investing masterclass with Amey Kulkarni

Vipin Khandelwal

Dec 13, 202210 min read

Equity builds wealth? – An investing masterclass with Amey Kulkarni

Amey Kulkarni of Candor Investing shares his insights on the current market and his approach to building wealth with stocks.

LightHouse Dec 2022 – Lesson from the farmer

Vipin Khandelwal

Dec 2, 20222 min read

LightHouse Dec 2022 – Lesson from the farmer

This LightHouse Edition brings the updates on markets, MF and stocks shortlists as well as an important lesson from the farmer.

Vipin Khandelwal

Nov 28, 20221 min read

Be Cautious and Rebalance Portfolio

At this point when markets hit all time highs, what should your investing approach be? Buy, Sell, Hold?

[Nov 2022] What is the market telling us now?

Vipin Khandelwal

Nov 7, 20222 min read

[Nov 2022] What is the market telling us now?

It's that time in the markets where you wonder what should you be doing – buy, sell or hold? Follow your asset allocation? Let's find out.

The LightHouse – Sept 2022 ‘Value’ Edition is out

Vipin Khandelwal

Sep 6, 20221 min read

The LightHouse – Sept 2022 ‘Value’ Edition is out

The LightHouse focuses on the value approach covering the same to select stocks and a review of DSP value fund. Download and read today.

The Lighthouse – Aug 2022 edition is out

Vipin Khandelwal

Aug 4, 20221 min read

The Lighthouse – Aug 2022 edition is out

This lighthouse edition brings important updates on markets, stocks, mutual funds and gold. Download now.

Vipin Khandelwal

Jul 26, 20223 min read

The Magic Formula of Investing

Joel GreenBlatt's magic formula is a simple model to pick good quality stocks at reasonable prices and have a chance to beat the market.

Choosing Mutual funds on returns only is deadly

Vipin Khandelwal

Jul 16, 20223 min read

Choosing Mutual funds on returns only is deadly

Should you invest only on the basis of past returns? How can that approach hurt your portfolio? Let's find out with an example.

Vipin Khandelwal

May 26, 20222 min read

How an investor falls?

It is not easy to be an investor in the markets. The markets manipulate the mind, constantly. The servant becomes the master. What happens?

Vipin Khandelwal

Sep 25, 20211 min read

Sensex at 60000 – The AAA Manifesto

Building wealth is a matter of time, most importantly. If you stick around thick and thin and make the right investments, you will be rich.

Vipin Khandelwal

Sep 1, 20213 min read

Should I stop my SIPs?

Investing needs discipline. Asset Allocation acts as the mental model that will get you to behave in tough times such as market crash.

Savings, Stupidity, Stability – Confessions of an industry insider

Vipin Khandelwal

Jun 27, 20217 min read

Savings, Stupidity, Stability – Confessions of an industry insider

An industry veteran shares his personal investing journey - the learnings, the mistakes along the way - with us. An insightful read.

Why check Rolling Returns for Mutual Funds?

Vipin Khandelwal

Jun 1, 20215 min read

Why check Rolling Returns for Mutual Funds?

Rolling returns score over trailing returns in understanding the profile of a mutual fund investment strategy. That's what you should use.

The biggest mistake in Direct Stocks Investing

Vipin Khandelwal

May 18, 20204 min read

The biggest mistake in Direct Stocks Investing

The biggest mistakes in direct stocks investing and how you can avoid them with just one thing - buy businesses and not tickers.

Dynamic Asset Allocation funds – What problem do they solve?

Vipin Khandelwal

Apr 15, 20206 min read

Dynamic Asset Allocation funds – What problem do they solve?

The big idea of a Dynamic Asset Allocation fund – narrow the volatility of the portfolio and curtail the extent of the drawdowns. Works?

Vipin Khandelwal

Aug 1, 20194 min read

Losing money and the mind

How to overcome the toxic feelings created by the market and keep working towards building wealth? Here are some pointers.

Vipin Khandelwal

Jul 8, 20192 min read

The Investor’s Worst Enemy

“The investor’s chief problem – even his worst enemy – is likely to be himself”, said Benjamin Graham, decades ago. Has anything changed?

How the denomination effect messes up your decisions?

Vipin Khandelwal

May 13, 20193 min read

How the denomination effect messes up your decisions?

Does a 3 digit NAV of a mutual fund indicate expensiveness? Or for that matter a stock in 5 digits? Let's break this bias today.

Enjoy the Ride

Let us take the mystery out of financial planning so you can focus on what matters

Get in Touch

+91 99203 71082

vipin@unovest.co

Offerings

Stock Fund Portfolio Advisory

Mutual Fund Portfolio Advisory

Goal Based Financial Planning

Retirement Planning

Tools

RapidFIRE

Home Affordability Calculator

The Real Return Calculator

Asset Allocation Indicator

Timely Investing insights straight to your inbox (no spam)

Sign up for the Newsletter

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.

Investment in securities market is subject to market risks. Read all the related documents carefully before investing.

See our SEBI Disclosures