Finally, you can start your SIPs completely online on Unovest via MFU. The bank mandate PayEezz can now be registered online with no paperwork, no courier(s), no waiting, no follow ups. Here is how you can do your own ePayEezz. (Update Nov 2018: The online payeezz registration via Aadhar has been discontinued. You can download […]
The enemies of your investments – Banks, National Distributors
Here is the big warning to you, the investor. Never ever trust your investments to banks, national distributors or an institutional distributor of mutual funds. Want to know why? This will not take long. So, my client, who has just signed up with me, shared his mutual fund portfolio. This is what it looks like.
Use double indexation to reduce your capital gains tax
One of the key outcomes driving investor behaviour is “how to reduce taxes”. It is an obsession. Now, how many of you know that the Income Tax department itself gives you ways to reduce your taxes on certain capital gains. Let us see how. For starters, when you sell assets such as equity, mutual funds, […]
Change in Scheme name and fundamental attributes of Mutual Fund Schemes- Feb 2018
You are probably looking at different names of your mutual fund schemes in the statements and portfolio trackers. They don’t look like what you invested in. No need to panic. Here’s a quick touch base on the changes that are taking place. The changes are a result of the October 2017 circular from SEBI asking […]