Browse posts tag by Mutual Funds

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 […]
Track Your Mutual Fund Investments Real Time

Track Your Mutual Fund Investments Real Time


March 15, 2018
Till some time ago, every family had a relationship manager who would periodically come and meet our parents and discuss his mutual fund investments with him. And that was the only time our parents could get to know how their funds were doing. This is similar to those times when the only way to send […]
Our Investment Experts Cater To The Minutest Of Queries

Our Investment Experts Cater To The Minutest Of Queries


March 1, 2018
This post is quite close to our hearts. Because in many ways, it defines who we are. Let us talk about two recent examples. Example 1 The other day, we met a 35-year-old salaried individual who had not started investing yet. He knew it was high time he should start deploying his surplus money to […]
Mutual funds investing with CAGR has been a delight

Mutual funds investing with CAGR has been a delight


January 11, 2018
A few years back I met my cousin and we were discussing how I should be deploying my recently started salary inflow. That was the first time I came across the term “Mutual funds”. I was never a finance person and never intended to be one. My uncle told me that I could do anything […]
The CAGR team has ensured that my money is always invested in the best funds

The CAGR team has ensured that my money is always invested in the best funds


December 16, 2017
I have been earning, since I was quite young. Since, I was living at home at that time, I started investing in mutual funds. My mother then told me the basic mechanics of it, which I understood. But I never had the bandwidth to get into the real details. At that time the mutual fund […]
Is tax eating away a major chunk of your salary?

Is tax eating away a major chunk of your salary?


June 20, 2017
A few years back, a text message popped up: “Dear Customer, salary of Rs. ABCDE for the month of May 2017 has been credited to your account XXXXXXXXXXXXX”. Happiness?? Not for me. Not when I was expecting a six figure salary but ended up with a five figure one, all thanks to the tax that […]