The final date for mutual fund investors to furnish their nomination particulars for their mutual fund portfolio is set for September 30, 2023. Failure to comply with this directive, as outlined in the new regulation established by the Securities and Exchange Board of India (SEBI), will result in the freezing of the portfolio. In its …
2021 was a year when the pendulum swung from gloomy in 2020 to some plethora in 2021. Many segments began experiencing earnings for 3 to 5 years being discounted at a quick clip. One deviates from the sector for a large margin and if they return to mean comes with its justifiable share of volatility. …
Mutual Funds are Not About Shortcut Returns and Fashionable Ideas Read More »
The three key steps for creating a perfect portfolio – asset allocation, choice of funds, and plan of action to take care of the portfolio. Here are the excerpts of the session. Asset AllocationInvestors’ timeframe determines their risk appetite and the balanced asset allocation range as well. Time Frame Equity% Debt% Gold% 0 to 12 …
How to Build a Balanced Portfolio of Mutual Funds Read More »
