by Rajat Sharma | Jan 30, 2017 | investment |
Product: Motilal Oswal Value Strategy PMS “Value PMS” Focus: deliver higher returns by making investments in successful businesses managed by efficient management. Concentration: The portfolio typically consists of 15-20 large cap stocks. Ideal for: Ideal for...
by Rajat Sharma | Jan 27, 2017 | investment |
Since I started my firm 6 years back, I have come across all sorts of clients – those who prefer to invest in mutual funds and PMS schemes and those who prefer to invest directly in stocks. From the perspective of both – a financial advisor and the client; so...
by Rajat Sharma | Jan 12, 2017 | investment |
Expense Ratio: the amount an investor pays to a fund manager every year to manage his money. Expenses include fund management fee, agent commissions, registrar fees, and selling and promotional expenses. Note: According to regulation 52 of SEBI Mutual Fund...
by Rajat Sharma | Nov 18, 2016 | investment, stocks |
Before I get to the impact and opportunities from demonetization over short, medium or long term, I would like to put out 3 disclaimers: Disclaimer on demonetization: The last time we had such an event was in 1978. That was a time when there was no ATM, internet or...
by Rajat Sharma | Nov 14, 2016 | investment, mutual funds |
Monthly Income Plans (MIPs) are debt oriented mutual funds, which invest a small part of the fund (15-25 %) in equities. MIPs offers regular income in the form of periodic (monthly, quarterly, half-yearly) dividend payouts. Investors can invest in MIPs with two...
by Rajat Sharma | Nov 4, 2016 | investment, pms |
These days investors are looking at PMS Schemes as a more viable option to mutual funds. Particularly where the ticket size is above Rs. 25 lakhs. One clear advantage of selecting a PMS scheme is your ability to tailor the product as per your risk profile. This may...
