With Indian markets inching north since 2018, it is not hard to find new opinion with respect to investing every day. The plethora of opinions could be confusing and thus it is critical to have a checklist in order to decide on the investments options...

What are Mutual Funds? A mutual fund is an indirect way of investing in equities, bonds, money market instruments, and other financial assets. It is like a group buying program for securities, where a large number of investors deposit money in a collective pool to be...

Life is dynamic and you don't really know what may happen tomorrow. If you think this article is not for you and you would not need the emergency fund, think twice. Irrespective of your financial preparedness, life has a way of throwing curve balls that...

In the previous edition, we discussed how an investor can generate Consolidated Account Statement (CAS) from any of the registrar’s website. In this edition, we seek to discuss how you could get your investments analyzed by market experts which bring over five decades of collective...

We are very happy to inform you that we have successfully closed our Series A funding round which was led by Powerhouse Ventures with participation by Money Forward Inc., one of the largest publicly listed fin-tech companies in Japan; a prominent US Venture Capital (VC)...

“Mutual Fund investments are subject to market risk. Please read the offer document carefully before investing” The disclaimer is well known by now and is found across media channels - be it print media or electronic media. Before we delve deeper into how market impact equity...

Of-late we have come across multiple queries from our readers on the benefits of Lump sum investment and Systematic Investment Plan (SIP) and which is better. While we believe that both SIP and Lump sum mode of investment offer their own pros and cons, we...

In today’s digital age, potential investors are hurdled with a variety of options. With over 30 mutual funds houses in India, it becomes difficult for retail investors to make an informed decision which ensures a systematic increase in their investment. Orowealth, a platform owned by...

How to switch from regular plan to direct plan? Securities and Exchange Board of India (SEBI), in 2013, directed the mutual fund houses to launch direct plans of all mutual fund schemes. This has resulted in two plans for each fund  - regular plan and direct...

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