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Tag Archives: Investment Planning

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  • December 24 2014
  • Sridevi Ganesh

Do Equity Diversified MF Schemes provide Sector Diversification?

Why do you invest in a mutual fund ? There are three main reasons i) Professional Management ii) Portfolio Diversification & iii) Low transactional cost.  Out of the three, portfolio diversification is a key benefit that aims to reduce risk for the investors. In reality, by investing in diversified equity schemes, do you get the […]

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Investing
  • November 22 2014
  • Kiran Telang

Active V/S Passive Investing

Active investing means picking up stocks based on a belief that your selections will give better returns than the overall market returns. Passive investing does not involve selection of individual stocks. It mimics particular select indices and is expected to give returns as per the indices, neither more nor less. It has been a long […]

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Plan Your Investments to Achieve Financial Goals
  • March 27 2012

Plan Your Investments to Achieve Financial Goals

Assess the Risk Appetite Anil and Sunil are working in TCS as software engineers. Anil is 36 years old. Sunil is 52 years old and wants to take early retirement at 55 years. Their take home monthly salary is Rs.1.25 lakhs and Rs.2.00 lakhs, respectively. In order to assess their risk appetite, we need to […]

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