Stability with Superior Performance, Multi-Asset Funds juggle between different Assets Like Equity, Debt, Gold, and others to generate superior risk-adjusted returns. ICICI Pru & Kotak Multi-Asset funds have been able to beat benchmarks Like SENSEX (100% Equity) by smartly moving within these assets and keeping the Average Equity Exposure low at 45%-60% range. My article on Multi Asset Funds was published […]
RBI has introduced an innovative centralized platform called UDGAM (Unclaimed Deposits – Gateway to Access Information). It allows you to explore unclaimed deposits across various Indian banks through a unified interface. Its primary objective is to centralise data from different banks, which will make it easier for individuals to search and retrieve their forgotten deposits. PSUs […]
Large & Mid Cap Fund: A Worthwhile Option for Equity Investment Given the current economic uncertainties amid global challenges relating to political developments and rising tensions across the world, the markets witnessed extreme volatility in the last one year. This is expected to continue in the short to mid-term. But the fact is that India […]
Despite massive pessimism around the global economy right since the start of the COVID crisis, the global economy has reshaped and fought back. The year 2022 brought back again fear of recession in developed economies. But investing prudence always lies in looking at the larger picture not only at a chip of the block. […]
Ever wondered how Rakesh Jhunjhunwala made Rs 46,000 crore from a humble Rs 5000? He made his First Investment in TATA Tea in 1985 and managed to Triple it up in the next 6 Months, but his BIG bet which helped him strike gold was his Investment in TITAN, he invested in Titan at a time when no one would have known […]
Dynamic Bond Funds are the category of Debt funds that if timed right can match Equity returns. – Mr. Yogendra Shah – Head Advisory, SNMA Wealth article on Dynamic Bond Funds Published in Hindustan Times- NOIDA Edition on 22 Sept 2022. Dynamic bond funds can help navigate through the impact of interest rate cycles. While […]
Off late I came across an elderly in his early 70s, a stage in life when one would want to feel financially secure and depend on his life’s savings. But he suddenly realises that he is left with a meagre retirement corpus that would barely serve him for next 4-5 years if he continues to maintain […]
📍 Last 10 years (2012-2022) Gold didn’t deliver what it is thought to be. Price in USD term just hovered between 1750-1950. But it’s an Asset which is Known for its lumpy returns. Years of Non-perfomance and then a sudden spurt. 📍 Why did it happen ? Last decade US Equities did phenomenally well, Cryptos […]
There will be a Sunrise after every sunset. So is for Equities, every time a crash gives birth to the next BIG RISE. Let’s first understand in simpler words what is happening: During Covid global economy came to a standstill. Like medical fraternity worldwide were trying to save mankind, so were the global central banks were […]