Why is Portfolio Re-balancing necessary? Portfolio Rebalancing is the process of changing the portfolio underlying holdings with an objective to restore the portfolio to its target allocation. While some investments perform well and take up more share in the portfolio, other due to comparatively underperformance lose share...
RBI maintains status quo; surprise with a downward revision of inflation The Monetary Policy Committee (MPC) of the Reserve Bank of India(RBI), in its first bi-monthly policy meeting of fiscal 2018-19, kept the repo rate unchanged at 6 percent. While five out of six members supported...
NRI's (Non-Residential Indians) are set of Indians that live abroad and are actively looking for avenues to invest in India’s growth story. Better macros, stable government and reform agenda has led India to be one of the fastest growing emerging economies leading to a better...
Why investing is good for you? In today’s world just earning money is not enough and investments play a very important role in how you’re planning to shape your future. While an individual may be working hard to earn money but that might not be adequate...
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...
This women’s day, we at Orowealth are celebrating by empowering women to take charge of their investments. We all know who the boss is at home. So, we took a look at myths and reasons and found why women should boss the finances too. Women are...
What is a Folio Number? Folio number is one of the most known words off late particularly after demonetization as the investments in equities and equity-related securities have increased manifold. Mutual funds need some mechanism to store record pertaining to investments, transactions made by an investor. This...
All of us have seen or heard advertisements related to investments in gold. Hedge against the market fall is a strong pitch for any gold or gold-related products. But the basic query of the layman on whether gold should form part of his strategic portfolio...
The Finance Minister, Mr. Arun Jaitley shocked the investor community when he re-introduced Long Term Capital Gain Tax in his Budget speech on 1st February 2018. Over the years, one of the major drivers for flows into equities was the tax-free status of the gains...
Budget 2018 was on the expected lines of the Pre-Budget note released by ORO Wealth. As envisaged, the Budget has a strong focus on agriculture, rural development, MSMEs and Affordable housing. The Government reaffirms its stance on Sabka Saath, Sabka Vikas, by focusing on agriculture and...