The market regulator, the Securities Exchange Board of India (SEBI), always emphasises on maintaining transparency in the mutual fund industry. In the recent 15th Mutual Fund Summit 2023, Mr Ananta Barua, Whole Time Member of SEBI and keynote speaker, stated that “SEBI has carried out various improvements to promote mutual fund transparency, which allows investors to…

Parents often wish to save money in their child’s name to help build a corpus which can come in handy in achieving long-term goals like education or marriage. One of the most significant priorities for parents is their children’s financial security. For this purpose, parents can either set aside funds for their children in their savings bank accounts…

Individuals strive to invest their hard-earned money in a variety of lucrative investment options in order to fulfil their short-term and long-term financial objectives. As a result, the investment decisions you make have a tremendous impact on the investing process. It is critical to make sound financial decisions that are not influenced by a variety of variables,…

Many individuals, especially parents, wish to safeguard their children’s future by amassing the funds needed to meet their goals, such as higher education and wedding expenditures. For this, saving only in a bank account in the minor’s name will not suffice; instead, you have to consider investing in worthy avenues like mutual funds that may generate inflation-beating gains…

While the world is at the fingertips of millennials, thanks to fintech, that has undoubtedly made finance more approachable and relatable for this tech-savvy generation. However, after facing financial difficulties in the past few years due to growing uncertainties, rising inflation, and recessionary risks, the millennials have realised the necessity of having an investment plan in place.…

The other day while I was travelling, I overheard two college students discussing about the founder of the E-commerce giant Amazon – Mr Jeff Bezos. Now, since this e-commerce website is from where most of us shop online for our requirements, from electronic gadgets to apparels, I approached these students and asked them if I…

Mutual Funds are one of the popular investment choices of many investors. Mutual fund investment  related ads/commercials declare a statement that “Mutual Funds are subject to market risk. Please read the offer document carefully”. Ever questioned what a ‘offer document’ is or why it’s crucial when investing in mutual funds? For the launch of a…

The Association of Mutual Funds in India (AMFI) issued a circular dated April 21, 2023, which has slightly revised the existing best-practice guidelines for the Transfer of AUM from one MF Distributor (ARN-holder) to another based on the recommendations of AMFI’s Standing Committee on Certified Distributors (ARN Committee) and approval of the Board of AMFI.…

Investment in mutual funds is not as straightforward as it appears to be. If an investment decision is unplanned and ad hoc, it often leads investors to choose the wrong products and thus results in poor outcomes. This may entail taking a hit on the invested amount. In general, an investment mistake is a selection of…

Mutual Funds help you in wealth creation and work towards achieving your financial goals; this makes them one of the most buzzing investment options. One of the biggest advantages of mutual funds is that they are tax-efficient investment vehicles. You benefit from expert money management and tax-efficient returns when you invest in mutual funds. You might,…