Every Friday, Plain Facts publishes a compilation of data-based insights, complete with easy-to-read charts, to help…
Tag: mutual funds
How the fear of early death drove this Mumbai woman to buy ₹10 crore term cover
“By the end of 2020, the agency I was working with shut down. I needed to…
Large-caps get attention amid uncertainty, but don’t ignore mid- and small-caps
When we welcomed 2024, a cloud of uncertainties loomed large. Central banks worldwide grappled with the…
Single vs joint holding in mutual funds: which is better?
A single account implies that the investment is held in your sole name. A joint holding…
Hold a joint mutual fund account? Sebi makes the nomination process voluntary
Investors who hold joint mutual fund folios have a reason to cheer. The capital markets regulator,…
7 ways to use your annual bonus to accelerate your financial planning journey
Use a small portion to treat yourself Before you get down to the business of using…
Is there a place for both active and passive index funds in your MF portfolio?
Many investors are already aware of the differences between active and passive funds. And if they…
How choosing a registered investment adviser helped this family manage finances
Choosing the right financial adviser is pivotal in managing one’s finances effectively. And Mumbai resident Balpreet…
Sebi steps in to curb front-running by mutual funds
The Securities and Exchange Board of India has approved amendments to its mutual fund regulations aimed…
Investors should take ownership of their investments
The world of investing and wealth creation is full of opportunities and challenges. It therefore needs…