Simply Save Podcast

Debt mutual funds: The US Fed has indicated that interest rate cut might happen as early in September, which might prompt RBI to follow suit. This bodes well for debt funds, says Siddharth Chaudhary- Senior Fund Manager-Fixed income at Bajaj Finserv Mutual Fund on Moneycontrol’s Simply Save podcast.

Sold shares, mutual funds or property? Here's how to make accurate disclosures in ITR | Simply Save

What are capital assets and how are taxes levied on gains from such assets? Which income tax return (ITR) form to select when filing for capital gains? Naveen Wadhwa, Vice President-Research and Advisory Division at Taxmann answered all these questions and also talked about key things to keep in mind while filing for capital gains in ITR.

Not disclosing foreign bank, pension accounts or other assets held abroad can trigger I-T notices | Simply Save

Choosing the right ITR form is crucial as a failure to do so could render your return ‘defective’. Also, non-disclosures will invite notices from the income tax department.

How to fund your kid’s overseas education through mutual funds | Simply Save

Moneycontrol talked to Harshad Chetanwala, co-founder, MyWealthGrowth.com about why investing in mutual funds is important for planning overseas education for your kids. He also talked about when should one start investing and which funds to consider and what should be the ideal mix between overseas and domestic funds.

Need regular income? Try systematic withdrawal plan of mutual funds. Here’s how it works | Simply Save

Systematic Withdrawal Plans allow investors to withdraw fixed sum every month. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal Mutual Fund, talks about how to start a SWP, how much should you withdraw and the pitfalls that come with it.

Policyholders' early exits can lead to asset-liability management issues for insurers, says Aditya Birla Sunlife CEO | Simply Save

There must be provisions against mis-selling – for instance, measures to say that a 10-year premium payment policy cannot be sold to someone over the age of 60 years. If there is mis-selling, then there should be a mechanism to give the entire premium back to policyholders, says Kamlesh Rao, MD and CEO, Aditya Birla Sunlife Insurance. Tune into Simply Save for details.

Insurers rejecting claims after branding them as ‘unreasonable’ a key cause of heartburn | Simply Save

IRDAI has set up a committee to recommend simpler policy wordings in insurance contracts. In a conversation with Moneycontrol, Shilpa Arora, COO at InsuranceSamadhan explains why clauses such as ‘reasonable and customary’ charges, proportionate deduction due to room rent capping and co-pay should be spelt out prominently in the insurance contract, and in an easy-to-understand language, instead of technical jargon. Tune in

Simply Save | Why health insurance premiums are on the rise and what you can do about it

You can look at health policies with co-pay or sub-limits to keep a tight lid on premiums, but do note that such restrictions will also lead to inadequate coverage.

Simply Save | Unlock the versatility of SIPs

Lakshmi Iyer, CIO (Debt) & Head - Product, Kotak Mahindra Asset Management Company, sits down with Kayezad Adajania to talk about the role of SIPs in meeting an individual's investment goals, on Simply Save, Moneycontrol's very own personal finance podcast, presented by Kotak Mutual Fund.

Simply Save | Should you take sector-specific bets during market volatility or stick to diversified mutual fund schemes?

Shridatta Bhandwaldar, head-equities of Carara Robeco Mutual Fund, who oversees over Rs 33,000 crore of equity investments, talks stock markets, trouble with analysing value of cryptocurrencies, rising energy prices amid Russia-Ukraine crisis and fallacy of taking sectoral bets

Simply Save | Go global with your investments

On this edition of Simply Save, Moneycontrol's very own personal finance podcast, presented by Kotak Mutual Fund, Harsha Upadhyaya, Chief Investment Officer - Equity, President at Kotak Mahindra Asset Management Company, tells Kayezad Adajania how investors can tap into global equity markets via mutual funds.

Simply Save | How to make wise tax-saving moves before March 31

Do not get ensnared by common tax-saving traps in the hurry to meet the year-end deadline

Simply Save | Equities Vs mutual funds: What's right for you?

Here's a look at the relative advantages of equities and mutual funds as investment options, as explained by Nilesh Shah, Managing Director, Kotak Mahindra Asset Management Company, in a special edition of Simply Save, Moneycontrol's very own personal finance podcast, presented by Kotak Mutual Fund and hosted by Kayezad Adajania.

Simply Save Podcast | “Women have an eye for detail, are loaded with EQ, which is a deadly combination.”

Women should not be meek, but take charge of their finances, says Lakshmi Iyer, CIO, Debt and Head, Product, Kotak AMC

Simply Save Podcast | Your living expenses should not be more than 50 percent of your income: Upasana Taku

Prudent spending and diligent saving are critical to safeguarding your individual finances before taking the entrepreneurial plunge

Simply Save Podcast | Financial independence for women is the need of the hour: Family lawyer Mrunalini Deshmukh

It is important for women to have separate savings and investment accounts over which they have exclusive control

Simply Save | What does restriction of flows in international schemes mean for mutual fund investors?

Moneycontrol’s Jash Kriplani talks with Vishal Dhawan of Plan Ahead Wealth Advisors

Simply Save | How COVID-19 has affected Indian life insurance sector and policyholders

Term insurance premiums have risen in India, but continue to be cheaper compared to global markets, says Kamlesh Rao, MD and CEO, Aditya Birla Sunlife Insurance

Simply Save | How should you select ELSS mutual fund for tax-saving?

Moneycontrol’s Jash Kriplani interacts with Rushabh Desai, founder of Rupee with Rushabh Investment Services

Simply Save | Missed the tax return-filing deadline? File your return before March 31

You will have to pay a penalty of up to Rs 5,000, but it is best to complete the process as soon as possible

Simply Save | How 2021 affected your personal finances

Despite the COVID-19-induced gloom globally, Indian investors were in for an exciting year as stock market indices scaled fresh peaks

Simply Save | The year that was: Has COVID-19 changed the insurance sector forever?

Health insurance no longer a push product due to increasing awareness, demand

Simply Save | How portfolio re-balancing can help investors during extreme market phases?

Moneycontol’s Jash Kriplani talks with Amol Joshi of Plan Rupee Investment Services

Simply Save | How should mutual fund investors handle stock market volatility

Moneycontrol’s Jash Kriplani talks with Tarun Birani of TBNG Capital Advisors


Simply Save | Expansion in NPS investment universe will help us generate better returns for subscribers: ICICI Pru Pension CEO

Increase in awareness, increase in investment management fees and more avenues to invest augur well for the NPS space, Sumit Mohindra, CEO, ICICI Pension Funds Management Company tells Preeti Kulkarni