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...
by Rajat Sharma | Oct 28, 2016 | investment |
Non Residents Indians (NRIs) can benefit from a growing home economy by investing in mutual fund schemes in India. In case of NRI Investment in Indian Mutual Funds no special approval is to be sought from authorities such as the RBI. They can invest in mutual funds on...
