COVID-19 Lockdown: 4 tax-saving options easily available online
If you have internet banking access, things are easier even if you have never really invested online
Skype, specialized phones, remote applications: How ‘quarantined’ MF managers sync up for workplace decisions
While most fund managers and analysts have shifted to working from home entirely, some dealers went to offices last week
Today, we have an investment philosophy and framework in place: Tata MF
We want to be a full-service fund house. We have to be there for all kinds of investors, at all points in time
Coronavirus impact: Before you shuffle your debt funds, consider these two safe gems
Investing fresh money in debt funds now anticipating an impending interest rate cut may not be such a wise move
Explained: The impact of Yes Bank's AT1 bonds on debt fund investors
Investors can exit their mutual funds that had Yes Bank bonds, but they may have to do so at a loss
SEBI gives direct access to stock exchanges for mutual fund investments
SEBI's latest move now allows investors to come to exchanges directly, just as they could go to the MFU entirely on their own.
DDT abolished: Should investors now avoid dividend plans of MFs?
Stick to growth plans. If you definitely need regular income, opt for a systematic withdrawal plan
Who after me? The succession worry that’s pushing advisors and MF distributors to take the merger route
What happens to my investments if my advisor dies? That’s a question discerning investors need to ponder
Australian Open: Serena’s record pursuit and an aging Federer’s search for crowning glory
Serena played seven grand slam titles and finished runners-up in four of them after returning from maternity
Small and mid-cap stocks are still polarised, though not as much as large-caps: DSP MF
Good businesses are available in the small-cap segment. There are plenty of well-managed companies run by good managements
SEBI RIA consultation paper: Advisors can offer regular plans of MFs to clients
The regulator would now allow investment advisors to offer advisory as well as distribution services within the same outfit
Tax-planning 2020: Are you saving taxes today for a messy financial future?
The problem is we forget financial planning when we do our tax-planning
Will Bharat Bond ETF bring depth to the corporate debt market?
Given the lack of history relating to corporate bond ETFs in India, we need to see evidence of how this fund will work
Bharat Bond ETF first cut: The nitty-gritty of the government’s debt offering
The bond ETF, to be rolled out by Edelweiss AMC, will have two variants – one scheme maturing after three years (2023) and another after 10 years (2030).
What should existing clients of Karvy Stock Broking do?
Choose a new DP with care and stick to large and well-established names
Why do gold mutual fund schemes underperform gold ETFs?
A gold mutual fund’s NAV is derived from the market price of the underlying asset -- the Gold ETF
Coming soon: A direct plan in all PMS schemes just like MFs
The proposed SEBI (Portfolio Managers) Regulations, 2019, will mandate offering a direct plan for all PMS schemes.
New entrant Finx acquires seasoned CIEL
CIEL was founded in 2007 by Uma Shashikant, a well-known trainer in the financial services space and a mutual funds industry expert
Is investment in high-yielding state-backed bonds worth the risks?
Instead of relying blindly on the security structure, it pays to closely scrutinise the borrower
Are secured bonds any less riskier?
Even secured NCDs offered by some NBFCs have left investors high and dry
As Indian markets mature, investors will shift to passive funds and focus on cost: Nippon India
When family offices and registered investment advisors grow, ETFs will become more popular
5 lessons to shield yourselves from future debt fund mishaps
Investors, financial advisors and fund houses have much to learn from the debt fund fiasco of the past year
One year later: How debt funds turned out after the IL&FS crisis
One after another, skeletons came tumbling out of the debt fund closet
Swachh MFs: SEBI steps in to bring more transparency in debt funds
The regulator’s new mutual fund guidelines dampen standstill agreements of mutual funds with borrowers