Category Archives: India

Selecting the Right Mutual Fund Scheme

If you are open to taking a significant amount of risk for capital appreciation, equity and equity related mutual funds are your best bet. That means if you are investing in equity MF’s through the systematic investment plan (SIP) route … Continue reading

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Join RupeeCamp: A Personal Finance School

I am happy to announce the first RupeeCamp for your consideration. RupeeCamp is possibly India’s first structured program for both learning and implementation of your financial decisions. It is a unique initiative and readers have called it an innovative product. … Continue reading

Posted in Asset Allocation, Budgeting, ETF, India, Insurance, Investing, Mutual Funds, Personal Finance, Planning, Stocks, Tax | Leave a comment

Another Gold ETF Launched

Gold prices are having a dream run in the last decade. Gold Exchange Traded Funds (ETF) are the cheapest and safest ways of buying, holding and selling Gold. They eliminate wastage and don’t have the storage issues that physical gold … Continue reading

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Mutual Fund Updates June 2010

(Source: Business Standard, July 16) Retail investors move to debt funds, equity folios slip by 150,000. There is some good news for the mutual fund industry. Despite the sharp drop in average assets under management (AAUM), the number of folios … Continue reading

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Fee Structure of The Mutual Funds in India

The regulation of the fee structure underwent several tweaks and experiments even before Sebi did away with entry loads completely in 2009. Before 2006, for instance,both open-ended and closed-ended funds (strictly speaking limited liquidity funds, since their subscribers can get … Continue reading

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Special discount for Filing Tax Online

TaxYogi is now offering a special 20% discount for my readers. Start Now to get the benefit. It’s that time of the year when we HAVE to file our taxes. And doing it online is becoming a convenient way apart … Continue reading

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RupeeManager is Live and Kicking

RupeeManager is a easy-to-use personal finance software to manage your money. It primarily helps organize one’s finances and keeps track of where, when and how the money goes and comes. Measuring something has an uncanny tendency to improve it. And … Continue reading

Posted in Blogroll, Budgeting, India | Leave a comment

Retail Investors Looking at Mutual Funds?

The economic survey has called for increasing the participation of retail investors in the mutual fund industry while stating that there is scope for expansion of the industry from the present levels. The report has pointed out that in 2007-08 … Continue reading

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Index Funds Outperform Fund Managers Again

THE long-standing claim by fund managers that actively-managed equity schemes tend to outperform index funds over a longer period, may no longer hold water. The performance data of these schemes over the past three years show that index schemes have … Continue reading

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No Entry Loads for Mutual Funds, What about Insurance?

After the capital market regulator’s decision to abolish entry load for mutual fund schemes, it’s now time for the insurance regulator to usher in reforms, says Monika Halan. There shall be no entry load for the schemes, existing or new, … Continue reading

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