WEALTH PLANNERS
How are equity savings funds taxed?
Equity savings schemes are funds that belong to the hybrid category. They invest in a mix of equity, debt and arbitrage opportunities. A scheme in this category invests in equity and debt securities, employing a combination of three investment strategies — pure equity (net long equity), arbitrage plays, and debt.
How ‘Mehengai’ impacts your real rate of return
Inflation impacts stakeholders like companies, investors, and the economy. Central banks manage inflation. Real Rate of Return is crucial for investment performance.
A small allocation to quant theme may be worth a try
Experienced equity mutual fund investors can consider allocating to Aditya Birla Sun Life Quant Fund NFO managed by Harish Krishnan. New investors should stick to diversified equity mutual funds. The NFO closes on June 24 with a 0.5% exit load.
Why is the process of asset allocation necessary in mutual funds?
It is difficult for any investor to predict when equity will go up or when it could correct. There could be many factors affecting it. So when equities go down, and all your money is in it, you will be hit hard. However, if some part of it is allocated to gold and debt, it will protect your portfolio.
Bonds vs stocks: What is the best asset allocation for mutual fund investors post poll results?
Mutual fund investors are advised on asset allocation in the third term of the Modi-led government. Recommendations cover exposure to different assets for conservative, moderate, and aggressive investors, considering factors like risk appetite and investment horizon.
Election results: How mutual fund investors should tweak their investment strategy
ETMutualFunds consults advisors on post-election investment strategy adjustments for conservative, moderate, and aggressive mutual fund investors. Recommendations include gradual equity exposure increase for conservatives, balanced portfolios for moderates, and focus on growth sectors for aggressives, with emphasis on research and risk management.
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Equity's 4-year rally sees more Indians adopting SIP culture
Covid-induced lockdowns, which spared millions of ordinary officegoers the daily commute and spawned a loyal army of equity investors, appear to have drastically altered the asset-class mix of household savings in India.
An investment advisor – A planner for your financial dreams
Globalisation, urbanisation, and technology have impacted the Indian lifestyle, blending tradition with modernity. The anticipated growth in Indian household wealth underscores the need for effective investment planning and wealth management.
HDFC Manufacturing Fund raises over Rs 9,500 crore
Some wealth managers said high-pitch advertising and marketing by fund houses and distributors along with strong returns from equity schemes have led to strong money flows into NFOs. Many investors used the new fund to diversify their existing portfolios.
Take SIP route to invest in mid- & small-caps
The new ETF offering by Mirae is currently open and closes on May 17, while its Fund of Fund option will open from May 10 to 24. The Fund of Fund (FoF), which will invest in the ETF, is suitable for investors preferring systematic investment plans (SIPs).
Nifty 500: Get diversification with better returns vs Nifty
"Nifty 500 is an all seasons fund as it includes a wide range of companies spanning large-cap, mid-cap and small-cap segments. There is no fund manager risk as it is passively managed and comes at a low cost," said Kunal Valia, founder, StatLane.
Want to support an ageing parent financially? Ask these 5 questions
Here are five credit-related questions to ask older parents if you don't know where to begin.
Hotels stocks rally up to 10% on Budget booster to tourism; which ones to buy?
Shares of hotel companies and travel solutions providers surged after the government announced measures in the Interim Budget for FY25 to boost leisure and spiritual tourism. The tourism industry received an allocation of Rs 2,449 crore to develop India as a hub for business and conference tourism. The government also proposed interest-free loans to states for the development of iconic tourist destinations.
AI designing a financial portfolio for investors? Is the human element necessary?
“Human expertise comes in at various points like setting up your goals. A lot of times, you have to nudge an investor to help him understand what his goal should be. Only when he understands what his goal would be, can you feed it in your robo system, risk tolerance.”
Why do financial planners suggest flexi cap funds to investors?
As per regulatory guidelines, a flexi cap fund is an open-ended, dynamic equity mutual fund scheme. In this category the fund manager can choose to invest across companies of any market capitalisation be it large-, mid- or small-cap companies without restrictions.
Wealth creation is not a magic, make sure it happens by method
Wealth creation doesn't happen by chance but it needs a wealth planned strategy. On this World Financial Planning Day, the importance of financial planning for wealth building needs to emphasised. As Indian economy grows from one milestone to another more and more people will need to take financial planning seriously to ensure their life goals are met without too much of hassle.
ETMarkets Fund Manager Talk: This smallcase manager sees no case for investing in new-age tech cos; here's why
Despite the recovery in earnings and correction in valuations for new-age consumer technology stocks, many fund managers are still hesitant to invest. Kislay Upadhyay, smallcase manager and founder of FidelFolio Investments, believes that most new-age companies lack a sustainable business model and are not capital efficient enough to justify investment. He suggests investors wait for a proven business model before entering such stocks.
Successful wealth creation needs sound strategies: Use these 6 military wisdoms to get the edge
These ancient teachings offer timeless principles that not only shaped the Indian subcontinent but also hold the power to guide us through the complexities of wealth management.
Seven mistakes you could be making while engaging with your financial planner
In this story, we bring out the common missteps and mistakes that clients make while engaging with planners. We hope it will help you unlock the true potential of your relationship with your adviser.
Stock market update: Nifty Bank index advances 0.52% in an upbeat market
The Nifty Bank index was trading 0.52 per cent up at 44556.1.
Stock market update: Nifty Auto index advances 1.58% in an upbeat market
The Nifty Auto index was trading 1.58 per cent up at 15074.65.
Stock market update: Nifty Realty index advances 0.44% in an upbeat market
The Nifty Realty index was trading 0.44 per cent up at 519.55.
Stock market update: Nifty Pharma index advances 0.54% in an upbeat market
The Nifty Pharma index was trading 0.54 per cent up at 13696.45.
Chinese planners promise 12 million jobs, economic rebound
Efforts to revive the Chinese economy have global implications after weak retail, auto and housing sales depressed demand for imports. The country is the biggest export market for its Asian neighbours and an important revenue source for Western companies.
Stocks in news: Paytm, SpiceJet, Vodafone Idea, Edelweiss Financial Services
The company has entered into an advertisement agreement with Capri Global Holdings for 5 years starting from the first season of the Women’s Premier League T20 tournament.
Big Movers on D-St: What should investors do with UCO Bank, Timken India, Bank of Maharashtra, and Easy Trip Planners?
The stock potentially has a strong primary trend. The price action witnessed profit-taking from September 2022 on a relative dearth of volumes. In the due course, it formed the ABCD harmonic pattern which ushered for a reversal.
Easy Trip Planners hits 20% upper circuit as stock trades ex-bonus, ex-split
“We hereby inform that a meeting of the board of directors of the company is scheduled to be held on Wednesday, November 23, 2022, at 11:00 A.M through video conferencing, inter alia, to consider and approve the allotment of bonus equity shares,” the company said in a BSE filing.
Q2 results this week: TCS, Infosys, Bajaj Auto, Tata Elxsi, HDFC Bank, others
Second-quarter earnings will be led by the banking and finance, consumer, and automobile sectors and dragged down by commodity sectors such as metals and oil and gas, said Gautam Duggad, institutional research head at Motilal Oswal Financial Services.
Mind Over Money: Health is real wealth! Chasing a crorepati dream is possible by investing Rs 10,000 every month
"Wealth creation as well as significant improvement in health results for both of them shall be visible over a period of time. What's required is sticking to the routine and consistency. You should undergo health check-ups once a year above the age of 40. Similarly, you should review your investment portfolio every 3 months for changes, if any."
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