Mutual fund for HNIs: Where and how to invest Rs 1 crore

Mutual fund for HNIs: Where and how to invest Rs 1 crore

With the new government completing 100 days at the center and the US Fed giving in to the clamor with a resounding 50 bps rate cut, retail investors in Mutual Funds (MFs) who were waiting on the sidelines for the dust to settle can look at deploying monies in their chosen asset classes basis risk … Read more

NPS Vatsalya calculator: Investment of Rs 10,000 can give you Rs 11 crore when your kid is 60 yrs

NPS Vatsalya calculator: Investment of Rs 10,000 can give you Rs 11 crore when your kid is 60 yrs

NPS Vatsalya calculator: NPS Vatsalya is the recent addition to the range of pension schemes introduced by the NDA government under the leadership of Prime Minister Narendra Modi. The newest scheme represents a significant stride towards ensuring social security coverage for all citizens and empowers individuals to leverage the potential of compounding, allowing them to steadily build … Read more

Bank Fixed Deposits ( FDs) vs Debt funds. What should I choose in this current market conditions?

Bank Fixed Deposits ( FDs) vs Debt funds. What should I choose in this current market conditions?

I am 31 years old and I want to actively invest. Should I go for bank fixed deposits ( FDs) or debt funds. What is your recommendation during the current market conditions? Name withheld Response shared by Jiral Mehta, Senior Research Analyst, FundsIndia. Debt Funds hold several advantages over fixed deposits (FDs). When you invest … Read more

‘Do you think 42 mn people pay capital gains tax?’: Former PMEAC member Rathin Roy says Budget tweak has little impact

‘Do you think 42 mn people pay capital gains tax?’: Former PMEAC member Rathin Roy says Budget tweak has little impact

Rathin Roy, prominent economist and former member of the Prime Minister’s Economic Advisory Council (PMEAC), dismissed the increase in capital gains tax as irrelevant to the fiscal health of India. In an interview to Moneycontrol, Roy said adjusting the capital gains tax, whether doubling or halving it, would scarcely impact the country’s tax revenue.  He … Read more

Directionally, flows will be very healthy for the rest of the year: Rakesh Rawal, Anand Rathi Wealth

Directionally, flows will be very healthy for the rest of the year: Rakesh Rawal, Anand Rathi Wealth

Rakesh Rawal, CEO, Anand Rathi Wealth, says it is easier to get flows when market sentiment is backed by investor confidence. When there is a little bit of turmoil, then more efforts are needed to build confidence and the past has shown that extra efforts do not change the direction of flows. So, yes, if … Read more

Mutual Fund SIP vs Lump Sum Investment: Which is better for accumulating a multi-crore asset?

Mutual Fund SIP vs Lump Sum Investment: Which is better for accumulating a multi-crore asset?

Mutual Fund SIP: The Lok Sabha election result, where the Bharatiya Janata Party (BJP) got a slimmer majority, triggered a fresh correction in the market. On Tuesday, June 4, the day the counting took place, Sensex saw the sharpest drop in four years. During the intraday trading, the Nifty 50 declined sharply by nearly 1,900 points, … Read more

Here’s why investors are increasingly turning to passive avenues like index funds and ETFs

Here’s why investors are increasingly turning to passive avenues like index funds and ETFs

On February 15, 2024, just three months after its launch, Zerodha Fund House—a joint venture between India’s largest stockbroking firm Zerodha Broking and portfolio investing platform smallcase Technologies—attracted 100,000 investors and Rs 500 crore in assets under management (AUM). The fund house took just 40 more days to accomplish the next Rs 500 crore in … Read more

US equity fund withdrawals ebb to four-week low amid tech-led Wall Street rally

US equity fund withdrawals ebb to four-week low amid tech-led Wall Street rally

U.S. investors continued to reduce their holdings in equity funds for the fourth consecutive week up to Jan. 24, exhibiting caution ahead of a major inflation report and a Federal Reserve meeting set for the following week. U.S. equity funds saw net withdrawals of $3.04 billion in the week, the smallest in four weeks, as … Read more

ETMarkets Fund Manager Talk: Debt/balanced funds to outperform equity funds near term: Rahul Bhuskute, Bharti AXA

ETMarkets Fund Manager Talk: Debt/balanced funds to outperform equity funds near term: Rahul Bhuskute, Bharti AXA

With Indian equity markets expected to be under pressure over the next 3-6 months, in line with global peers, 2023 is likely to be the year of the debt market, according to Rahul Bhuskute, chief investment officer at Bharti AXA Life Insurance. “We expect to continue with the larger debt allocations seen in FY23, in … Read more

With retail shift, Tata Capital expects to ring in highest-ever profit in FY22

With retail shift, Tata Capital expects to ring in highest-ever profit in FY22

Mumbai: Tata Capital, the flagship financial services company of the $103 billion salt-to-aviation Tata Group, is expecting to record its highest-ever profit this fiscal year, after tweaking its loan book to capitalise on rising retail demand and reducing exposure to lumpy corporate loans. Consumer loans and mortgages would top the growth as it aims to … Read more