PUBLISHED ARTICLES

5 things you should know about focused equity mutual funds

[ET] Economic Times

1. Focused funds are a type of equity funds that invests in a limited number of stocks—not more than 30.

2. Not more than 10% of the portfo...Click on Read More

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How mutual fund investments are taxed

[ET] Economic Times

While it is prudent to invest through mutual funds, it is also important to understand the tax aspects. There are two types of income that one can receive from a mutual ...Click on Read More

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How long-term investors should deal with market volatility

[ET] Economic Times

For the past two years, markets have been jittery and so has been Akhil. He has worked hard to build a mix of physical (house, car, jewellery) and financial assets (mutu...Click on Read More

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Equity vs debt capital: Here are five things to know

[ET] Economic Times

1. Equity capital is for perpetuity and not returned, debt capital has to be returned after a specified time.

2. Equity investors do not enjoy an...Click on Read More

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Everything a pensioner needs to know about submitting Jeevan Pramaan Patra online

[ET] Economic Times

Every year, pensioners are required to provide a Life Certificate or Jeevan Pramaan Patra to their bank in November to ensure continuity of their pension. Earlier the pe...Click on Read More

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Should a woman opt for lump sum or periodical alimony payments?

[ET] Economic Times

Purvi has decided to part ways with her husband of 15 years. She wants custody of her 12-year-old son. She freelances with some web companies and her earnings are enough...Click on Read More

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How you can take charge of your personal finances

[ET] Economic Times

There is just nothing new to write about. What must be said in personal finance, has been said. Many times over. Much of what we discuss here are but pieces of interpret...Click on Read More

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How dud stock becomes long-term investment in our portfolios

[ET] Economic Times

One of the most common arguments at home is around small portions of food that remain after dinner. Too little to store; and too precious to throw. No amount of pleading...Click on Read More

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What is term insurance with a monthly payout?

[ET] Economic Times

1. Some term insurance policies offer an option of selecting a monthly payout over a period of time instead of a lumpsum payout in case of death during the term.<...Click on Read More

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Why you should surrender endowment life insurance policies

[ET] Economic Times

Ashwini is 30 and works for a BPO. She has been a disciplined saver and investor for the past 5-6 years. However, her insurance policies are a cause for concern. She bou...Click on Read More

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Transmission of mutual fund units of HUF when karta changes

[ET] Economic Times

Investments of a Hindu undivided family (HUF) are managed by the Karta. KYC details of the Karta are also furnished at the time of making investments along with details ...Click on Read More

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Estate planning: Points to keep in mind while amending a will

[ET] Economic Times

A will is a legal declaration of the intention of a testator with respect to his property. If a person dies without making a will, he is said to have died ‘i...Click on Read More

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How to get out of a debt trap

[ET] Economic Times

Tony has been careless with his spending habits and landed himself in huge debt that he is unable to pay off now. He has multiple credit cards on which he has touched th...Click on Read More

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What is a concentrated mutual fund portfolio?

[ET] Economic Times

1. A concentrated fund holds a smaller number of stocks with a higher exposure to each of these stocks.

2. The impact each...Click on Read More

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How this tax driver lives on his own terms with little financial protection, support or security

[ET] Economic Times

My taxi driver Ram did not go home for Diwali. He has been driving a black and yellow cab in Mumbai for the last eight years. He travels only once a year, typically in t...Click on Read More

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