A few months ago, I was speaking to an investor who had been with me for several years. He came to our meeting with a list on his phone. “SIF.” “GIFT City.” “US ETFs.” “International funds.” “US Stocks.” He had watched several videos, read a few articles, and followed some financial creators online. By the […]
Not Every New Investment Product Belongs in Your Portfolio Read More »
A Long-Term Goal Needs More Than an Equity Investment One of the most common conversations I have with investors goes something like this: “I have a long-term goal, so I’m investing in equity mutual funds. That should be enough, right?” My answer is mostly “Not necessarily!” Equity can be a very important part of a
Long-Term Investing Is More Than Just Investing in Equity Read More »
During my interactions with young professionals in their first year of work, I have started to see an interesting shift in how many of them think about mutual funds. In one such meeting, curiously, I asked Aryan why he chose a direct mutual fund. The answer was quick and straightforward: “Why should I pay a
When “Direct Mutual Fund Is Better” Becomes an Investment Belief Read More »
The Reserve Bank of India (RBI) has raised the repo rate by 25 basis points, from 5.25% to 5.50%. This is the RBI’s first rate hike since February 2023. The period since then has also been uncertain globally, with even Japan moving out of its negative-interest-rate regime into positive rates after three decades. Through this
RBI Rate Hike: What Today’s 25 bps Move Really Means for India Read More »
Why are equity returns no longer as easy as they were? Explore what the current Indian stock market phase means for mutual fund investors, foreign flows, valuations, asset allocation and long-term investing.
When Easy Returns Fade: What the Current Market Phase Is Really Telling Investors Read More »
