Wealth Insights

Debt Fund – Simplified

Debt Funds are not as innocuous & simple as they sound. The word ‘DEBT’ Means Money Borrowed and Lender get a fixed Interest from it, however, these are still subject to 3 Types of Volatility Parameters/ Risks and investors should not expect a straight-line return from these. 1. Interest Rates Risk. 2. Credit Risk. 3. […]

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This too Shall Pass..

Returning from a long holiday, Chinese Markets Plunged over 7% as they opened Yesterday, fearing Corona Virus Mayhem and virtual Shutdown of its top Economically important Towns. US Markets bounced backed yesterday with S&P / NASDAQ Closing at 0.73% & 1.34% Higher respectively. India, today showed resilience, With SENSEX bouncing back over 917 Points and […]

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Why You are Not an Average Investor

Using a model portfolio or age-based asset allocation can be considered a good starting point, but do remember there is no one-size-fits-all when it comes to your financial planning. Amy Arnott is a portfolio strategist for Morningstar. Amy advises readers to tailor their respective portfolios to a better fit for financial planning. Here are some […]

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Are You Scared?

460%+ Returns: Jan 2003- Dec 2007 (1100-6200 NIFTY) – 5 Years of Bull Run.  Though there were multiple correction in between, few large one as well, but the bullish Momentum was maintained. So, current 60%-70% Equity Run up should not scare you. A proper scan of Macro and Microenvironment is necessary. Few Positive to begin the year with: […]

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