Browse posts tag by Mutual Funds

PPFAS – CAGRfunds conviction recommendation

PPFAS – CAGRfunds conviction recommendation


March 16, 2019
Parag Parikh Long Term Equity Fund (PPLTE) is the only equity fund that is managed by the investment team of PPFAS. As a recent entrant in the Mutual Fund Industry (fund was launched in May 2013), it is not the most popular fund in the market. At least we do not see people including them […]
Aditi’s Money Story: I Was Always Conditioned To Save First

Aditi’s Money Story: I Was Always Conditioned To Save First


December 21, 2018
Aditi is one of my earliest female clients. And the reason I chose to write about her money story today, is because she inspires me. A couple of months back, a common friend gave me her contact and we decided to meet at her place. She was newly married and I had almost barged into […]
Should I invest in Debt Funds or Equity Funds?

Should I invest in Debt Funds or Equity Funds?


September 3, 2018
Both Debt and Equity Mutual Funds are thriving in the Indian Financial Market. But which one should you as an investor choose between the two? When are Debt Funds suitable? When you want to park some surplus cash for using it within 3 years For creating your Emergency Fund From an asset allocation perspective (when […]
Why you need to reallocate your portfolio in volatile markets?

Why you need to reallocate your portfolio in volatile markets?


May 18, 2018
How often have we come across the terms risk profiling and portfolio asset allocation? Okay, before you stop reading any further, let us ask you another question. Do you have that one person in your family who is a self – proclaimed doctor? That uncle who has no academic background of medicine yet has prescriptions […]