mutual funds

Portfolio Management Services

What is PMS (Portfolio Management Services) ?

Professional portfolio managers provide portfolio management services (PMS), which are specialized investment services, to institutions or high-net-worth individuals (HNWIs) in order to manage their investments. In order to satisfy each client’s unique financial objectives, risk tolerance, and investment preferences, PMS offers specialised investment solutions. PMS types: Important characteristics: Advantages:

When I convert to a Direct plan, what happens to the units I have in my Regular plan

When I convert to a “Direct” Plan, what happens to the units I have in my “Regular” Plan?

Your mutual fund units stay intact when you move from a “regular” plan to a “direct” plan, but there are a few key factors to take into account: All things considered, moving to a direct plan entitles you to reduced fees, which may eventually increase your investment returns. To fully comprehend the consequences for your …

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How Do You Make Money From Investing

How Do You Make Money From Investing?

Comprehending Investing: Investing is the act of distributing resources, usually financial capital, with the hope of producing income or profit in the future. It entails investing in assets like bonds, equities, properties, and mutual funds with the intention of growing their value or earning income from them. Producing Returns: Long-Term Growth: Both Risk Management and …

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Small-cap fund, SIP, NFO is that insurance or mutual Fund  Which one to choose

Small-cap fund, SIP, NFO is that insurance or mutual Fund?  Which one to choose?

Mutual funds, not insurance, are what small-cap funds, SIPs (Systematic Investment Plans), and NFOs (New Fund Offers) are all about. Here’s an explanation of each and some advice on which to choose: Mutual funds that specialize in investing in the equities of small-cap companies are known as small-cap funds. Comparing these companies to large-cap or …

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Bank Deposit vs Mutual Fund

Bank Deposit vs Mutual Fund

Mutual funds and bank deposits are two popular investing choices, each with unique traits, advantages, and dangers. Investors must be aware of the distinctions between these options in order to make wise choices depending on their investment horizon, risk tolerance, and financial objectives. Deposits in banks: Savings accounts, certificates of deposit (CDs), and fixed deposits …

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Investment Trust

What is an Investment Trust?

A collective investment vehicle known as an investment trust is one that combines the money of several individuals to make investments in a variety of assets. Investment trusts are closed-end, which means they have a certain number of shares that are exchanged on the stock market, in contrast to mutual funds. These shares are available …

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Beginner's Guide to Investing in Stocks, Bonds, and Mutual Funds

Beginner’s Guide to Investing in Stocks, Bonds, and Mutual Funds

If one has the appropriate information, investing in stocks, bonds, and mutual funds can be a lucrative endeavor. Stocks are a type of ownership in a firm, and the market determines how much they are worth. To disperse risk, novice investors should diversify their stock holdings. Conversely, bonds are debt securities that allow investors to …

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Know How to Diversify Investments to Grow Your Money

Know How to Diversify Investments to Grow Your Money

Are you aware that diversity is a vital strategy for reaching financial objectives? By distributing your funds over a variety of assets, you can lower risk and increase possible returns on your investments. We’ll discuss the value of diversification and practical implementation techniques in this article. Why Diversify? One common comparison for diversification is the …

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