Why does an investor end up with a bloated mutual fund portfolio? This is a question I ask everytime I see one. I want to know the reasons, specially the investor’s thinking in doing so. Here’s how a mutual fund portfolio is looking.
5 best investment ideas – Download now
There is good and bad news 2020 is 50% over. -Tweet by twitter As you let the reality of the above sink in, I wish to give you few updates. To mark the completion of the half of 2020, I curated my 5 best investment ideas to build wealth and you can use too. Some […]
Questions on market crash, financial plans & investments
The VUCA world is now alive and kicking in its full form – Volatile, Uncertain, Complex and Ambiguous. Throw in some irony too! Imagine, we have the cleanest air in decades and yet we move around wearing masks. Well, I know that you are concerned about your investments in equity or equity mutual funds. And […]
Set a foundation for your investments – build a financial plan
These are indeed difficult times with the current market volatility putting a dent in the confidence of any investor. If you happen to be a stock or MF investor in just the past few years, it is probably becoming too much to handle. The most recent portfolios are dripping RED and investments made in the […]
50 decisions you can make with a financial plan
For most investors, a plan is not a preferred way to start their investing journey. I get more people asking me about which mutual fund to invest in than asking how should I approach money decisions and structure my portfolio to meet various goals. I hope today you change your mind. How a financial plan helps […]
Unovestor Speak: Nakul Gupta shares about Money, Investing and Goals
When you meet Nakul and his family, you will be surprised. Behind the simple persona and modest being is a sharp and disciplined financial investor. These traits have helped him and his family to achieve a lot with their money. I went chatting with Nakul to get him to share his experiences on money and […]
