The proper flow is mapped to your personal situation. Ensure that you map out your financial goals and then have SIPs that map to these… Read More »How do I make a proper flow for SIP, STP & SWP in mutual funds, so that we can expect returns with our desired intervals?
As a first-time investor, your maiden step in opening an SIP mutual fund account is to understand your financial goals and evaluate your risk tolerance.… Read More »What is the first thing to do for a (new) first time investor to open an SIP mutual fund account?
That would be a small cap fund as the name suggests. This means the fund invests in small and emerging companies. The risk taken by… Read More »What is the category of an HDFC small-cap fund, diversified or small-cap?
From a tax savings perspective, the ELSS scores over PPF as the lock in period for ELSS is only 3 years, whereas it is 15… Read More »Which is better, PPF or ELSS for tax savings?
The fund mentioned (L&T Infrastructure Fund) is a sectoral fund. In general, we suggest that a long term investor should avoid sectoral funds. The reasons… Read More »Is it the right time to invest in L&T Infrastructure Fund Direct Growth?
With options like emandate allowing to use your Aadhaar looked bank account, it is not necessary to carry your cheque book with you. Net banking… Read More »Is it mandatory to have a cheque book to invest in mutual funds?
To start mutual fund investing, go for a direct mutual fund platform that helps you invest only in Direct Plan Mutual Funds. You then get… Read More »I want to start mutual fund. In which company should I register?
With CAMS or Karvy, there are no charges as such if you invest in direct plan mutual funds. If you do not invest in ‘Direct… Read More »What is the charge/fee for a CAMS mutual fund service?
Yes you can start with an SIP of Rs 10,000 monthly. After a few years, if you wish to reduce the amount, you can simply… Read More »Can I start SIP initially with ₹ 10000 monthly for first few years and ₹ 5000 monthly thereafter?
A balanced portfolio is one that is aligned to your requirements and special needs. It is not the same as a balanced fund. Let us… Read More »When it comes to the stock market, how do you define a balanced portfolio?
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